CHGXvsSUSAETF Comparison
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Stance Sustainable Beta ETF (CHGX) and iShares ESG Optimized MSCI USA ETF (SUSA) belong to the same industry segment: US Large Cap. Both ETFs have the same top 3 sector exposures: Technology, Finance and Healthcare. CHGX is more expensive with a Total Expense Ratio (TER) of 0.49%, versus 0.25% for SUSA. CHGX is up 18.33% year-to-date (YTD) with +$5M in YTD flows. SUSA performs worse with 10.27% YTD performance, and -$116M in YTD flows. Run a side-by-side ETF comparison of CHGX and SUSA below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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CHGX vs SUSA performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/17/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CHGX SUSA | -1.70%+0.90% | +9.16%+6.61% | +18.33%+10.27% | +24.28%+20.80% | n/a+65.26% | n/a+71.75% |
| Flows | CHGX SUSA | +$6M+$23M | +$7M-$11M | +$5M-$116M | +$6M-$213M | --$1.76B | --$1.13B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CHGX SUSA | +15.94%+13.30% | +14.50%+13.17% | n/a+15.16% | n/a+17.52% |
| Max drawdown | CHGX SUSA | -4.91%-4.53% | -8.53%-9.72% | n/a-19.28% | n/a-28.25% |
| Max drawdown duration | CHGX SUSA | 45d37d | 43d78d | n/a204d | n/a769d |
Trading data
CHGX | SUSA | |
Last sale 7/17/2026 at 1:30 PM | $32.19 | $153.01 |
| Previous close 07/16/2026 | $32.51 | $154.50 |
| Consolidated volume 07/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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CHGX | SUSA | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/17/2026 at 1:30 PM
Live
Closed
CHGX | SUSA | |
|---|---|---|
| Last price | $32.19 | $153.01 |
| 1D performance | -0.97% | -0.96% |
| AuM | $169.03 M | $4.01 B |
| E/R | 0.49% | 0.25% |
Characteristics
CHGX | SUSA | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Stance Capital | iShares |
| Benchmark | Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index | MSCI USA Extended ESG Select Index |
| N° of holdings | 101 | 193 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 14, 2024 | January 24, 2005 |
| ESG | Yes | Yes |
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Exposure
Countries
CHGX
USA
96.44%
Other
3.56%
SUSA
USA
96.59%
Other
3.41%
Sectors
CHGX
Technology
45.58%
Finance
13.1%
Healthcare
9.05%
Consumer Cyclical.
7.11%
Other
25.16%
SUSA
Technology
48.43%
Finance
13.02%
Healthcare
8.71%
Industrials
8.24%
Other
21.6%
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Diversification
CHGX
Total weight of top 15 holdings out of 15
26.22%
SUSA
Total weight of top 15 holdings out of 15
40.45%
Top 15 holdings
Data as of May 31, 2026
CHGX
Intel Corp.
2.26%
Sandisk Corp.
2.20%
Advanced Micro Devices, Inc.
2.13%
Marvell Technology, Inc.
1.91%
Micron Technology, Inc.
1.90%
Seagate Technology Holdings Plc
1.88%
Dell Technologies, Inc.
1.81%
Rocket Lab Corp.
1.78%
Western Digital Corp.
1.69%
Bloom Energy Corp.
1.68%
Ciena Corp.
1.53%
Texas Instruments Incorporated
1.41%
Fortinet, Inc.
1.36%
Monolithic Power Systems, Inc.
1.35%
Palo Alto Networks, Inc.
1.33%
SUSA
NVIDIA Corp.
7.69%
Apple, Inc.
6.70%
Microsoft Corp.
4.68%
Alphabet, Inc.
3.58%
Broadcom Inc.
3.11%
Alphabet, Inc.
2.76%
Tesla, Inc.
1.89%
Micron Technology, Inc.
1.62%
Advanced Micro Devices, Inc.
1.44%
Eli Lilly & Co.
1.35%
Morgan Stanley
1.27%
The Hartford Insurance Group, Inc.
1.26%
The Home Depot, Inc.
1.04%
Lam Research Corp.
1.04%
Applied Materials, Inc.
1.02%
Frequently asked questions about CHGX and SUSA
How have the CHGX and SUSA ETFs performed in 2026?
As of July 17, 2026, CHGX is up 18.33% year-to-date (YTD), while SUSA has returned 10.27%. That puts CHGX better performer ahead so far this year.
Which ETF is attracting more investor money: CHGX or SUSA?
Year-to-date, the CHGX ETF saw +$5M in flows, compared to -$116M for SUSA.
Which ETF is more volatile: CHGX or SUSA?
Over the past year, CHGX had a volatility of 14.5%, while SUSA experienced 13.17%.
Which ETF is bigger: CHGX or SUSA?
As of July 17, 2026, CHGX holds $169.03 M in assets under management (AUM), while SUSA manages $4.01 B.
What sectors do the CHGX and SUSA ETFs invest in?
CHGX leans toward sectors like Technology, Finance and Healthcare. Meanwhile, SUSA focuses on Technology, Finance and Healthcare.
What are the top holdings of the CHGX ETF and SUSA ETF?
CHGX top holdings include Intel Corp., Sandisk Corp. and Advanced Micro Devices, Inc.. SUSA holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: CHGX or SUSA?
CHGX holds 101 securities with 26.22% of its assets in the top 15. SUSA has 194 securities and a top 15 weight of 40.45%.
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