CHGXvsUSMVETF Comparison
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Stance Sustainable Beta ETF (CHGX) belongs to the US Large Cap segment. iShares MSCI USA Min Vol Factor ETF (USMV) is part of the US Low Volatility segment. 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 0.15% for USMV. CHGX is up 18.33% year-to-date (YTD) with +$5M in YTD flows. USMV performs worse with 3.35% YTD performance, and -$130M in YTD flows. Run a side-by-side ETF comparison of CHGX and USMV 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 USMV 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 USMV | -1.70%+2.10% | +9.16%+2.22% | +18.33%+3.35% | +24.28%+5.51% | n/a+36.65% | n/a+40.69% |
| Flows | CHGX USMV | +$6M+$53M | +$7M-$363M | +$5M-$130M | +$6M-$1.16B | --$12.52B | --$11.04B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CHGX USMV | +15.94%+8.44% | +14.50%+8.28% | n/a+10.09% | n/a+12.21% |
| Max drawdown | CHGX USMV | -4.91%-2.46% | -8.53%-6.41% | n/a-9.29% | n/a-17.91% |
| Max drawdown duration | CHGX USMV | 45d28d | 43d122d | n/a75d | n/a713d |
Trading data
CHGX | USMV | |
Last sale 7/17/2026 at 1:30 PM | $32.19 | $96.60 |
| Previous close 07/16/2026 | $32.51 | $97.13 |
| 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 | USMV | |
|---|---|---|
| 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 | USMV | |
|---|---|---|
| Last price | $32.19 | $96.60 |
| 1D performance | -0.97% | -0.55% |
| AuM | $169.03 M | $23.24 B |
| E/R | 0.49% | 0.15% |
Characteristics
CHGX | USMV | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Stance Capital | iShares |
| Benchmark | Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index | MSCI USA Minimum Volatility Index |
| N° of holdings | 101 | 166 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 14, 2024 | October 18, 2011 |
| ESG | Yes | No |
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Exposure
Countries
CHGX
USA
96.44%
Other
3.56%
USMV
USA
94.08%
Other
5.92%
Sectors
CHGX
Technology
45.58%
Finance
13.1%
Healthcare
9.05%
Consumer Cyclical.
7.11%
Other
25.16%
USMV
Technology
31.29%
Finance
13.31%
Healthcare
12.59%
Consumer Non-Cycl.
10.92%
Other
31.89%
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Diversification
CHGX
Total weight of top 15 holdings out of 15
26.22%
USMV
Total weight of top 15 holdings out of 15
21.46%
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%
USMV
Microsoft Corp.
1.60%
Cisco Systems, Inc.
1.54%
Amphenol Corp.
1.49%
Verizon Communications, Inc.
1.45%
Newmont Corp.
1.44%
Duke Energy Corp.
1.44%
The Southern Co.
1.43%
NVIDIA Corp.
1.42%
International Business Machines Corp.
1.40%
Chubb Ltd.
1.39%
Welltower, Inc.
1.39%
Vertex Pharmaceuticals, Inc.
1.39%
Berkshire Hathaway, Inc.
1.39%
Johnson & Johnson
1.37%
Exxon Mobil Corp.
1.32%
Frequently asked questions about CHGX and USMV
How have the CHGX and USMV ETFs performed in 2026?
As of July 17, 2026, CHGX is up 18.33% year-to-date (YTD), while USMV has returned 3.35%. That puts CHGX better performer ahead so far this year.
Which ETF is attracting more investor money: CHGX or USMV?
Year-to-date, the CHGX ETF saw +$5M in flows, compared to -$130M for USMV.
Which ETF is more volatile: CHGX or USMV?
Over the past year, CHGX had a volatility of 14.5%, while USMV experienced 8.28%.
Which ETF is bigger: CHGX or USMV?
As of July 17, 2026, CHGX holds $169.03 M in assets under management (AUM), while USMV manages $23.24 B.
What sectors do the CHGX and USMV ETFs invest in?
CHGX leans toward sectors like Technology, Finance and Healthcare. Meanwhile, USMV focuses on Technology, Finance and Healthcare.
What are the top holdings of the CHGX ETF and USMV ETF?
CHGX top holdings include Intel Corp., Sandisk Corp. and Advanced Micro Devices, Inc.. USMV holds in its top three: Microsoft Corp., Cisco Systems, Inc. and Amphenol Corp..
Which ETF is more diversified: CHGX or USMV?
CHGX holds 101 securities with 26.22% of its assets in the top 15. USMV has 166 securities and a top 15 weight of 21.46%.
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