EQTYvsCHGXETF Comparison
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Kovitz Core Equity ETF (EQTY) belongs to the Uncategorized Equities segment. Stance Sustainable Beta ETF (CHGX) is part of the US Large Cap segment. Both ETFs have the same top 3 sector exposures: Information Technology, Financials and Health Care. EQTY is more expensive with a Total Expense Ratio (TER) of 0.99%, versus 0.49% for CHGX. EQTY is up 0.04% year-to-date (YTD) with -$17M in YTD flows. CHGX performs better with 10.58% YTD performance, and -$2M in YTD flows. Run a side-by-side ETF comparison of EQTY and CHGX 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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EQTY vs CHGX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/29/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EQTY CHGX | +8.66%+15.20% | -3.75%+7.24% | +0.04%+10.58% | +18.52%+27.58% | +55.02%n/a | n/an/a |
| Flows | EQTY CHGX | -$10M-$1M | -$9M-$2M | -$17M-$2M | -$57M-$23M | +$9M- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EQTY CHGX | +15.63%+17.28% | +13.23%+13.72% | +14.60%n/a | n/an/a |
| Max drawdown | EQTY CHGX | -11.56%-8.53% | -11.90%-8.53% | -17.29%n/a | n/an/a |
| Max drawdown duration | EQTY CHGX | 90d43d | 91d43d | 152dn/a | n/an/a |
Trading data
EQTY | CHGX | |
Last sale 4/30/2026 at 7:59 PM | $27.37 | $30.05 |
| Previous close 04/29/2026 | $26.97 | $29.57 |
| Consolidated volume 04/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of April 30, 2026
1-year trailing difference
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EQTY
is actively managed and doesn’t replicate an indexEQTY | CHGX | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
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Main metrics
Last update 4/30/2026 at 7:59 PM
Live
Closed
EQTY | CHGX | |
|---|---|---|
| Last price | $27.37 | $30.05 |
| 1D performance | +1.48% | +1.61% |
| AuM | $1.29 B | $151.04 M |
| E/R | 0.99% | 0.49% |
Characteristics
EQTY | CHGX | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Kovitz | Stance Capital |
| Benchmark | - | Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index |
| N° of holdings | 31 | 92 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 12, 2022 | November 14, 2024 |
| ESG | No | Yes |
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Exposure
Countries
EQTY
USA
83.82%
Other
16.18%
CHGX
USA
93.67%
Other
6.33%
Sectors
EQTY
Information Techn.
25.92%
Financials
15.61%
Health Care
10.54%
Industrials
9.35%
Consumer Discreti.
9.08%
Communication Ser.
7.5%
Other
22%
CHGX
Information Techn.
33.19%
Financials
12.5%
Health Care
10.95%
Consumer Discreti.
9.75%
Communication Ser.
8.87%
Industrials
7.84%
Other
16.9%
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Diversification
EQTY
Total weight of top 15 holdings out of 15
55.5%
CHGX
Total weight of top 15 holdings out of 15
16.18%
Top 15 holdings
Data as of March 31, 2026
EQTY
INTERCONTINENTAL EXCHANGE INC
4.71%
PHILLIP MORRIS
4.59%
AON
4.07%
ALPHABET INC-CL
4.02%
MICROSOFT-T
3.95%
CHARLES SCHWAB
3.93%
VISA INCORPORATION
3.76%
MOTOROLA SOLUTIONS
3.72%
BECTON DICKINSON AND CO
3.66%
WATERS
3.51%
AMAZON.COM INC
3.39%
THERMO FISHER SCIENTIFIC
3.32%
PACCAR
3.02%
US46982L1089
2.93%
META PLATFORMS
2.92%
CHGX
DELL TECHNOLOGIES INC
1.21%
CIENA
1.15%
SALESFORCE INC
1.08%
EQUINIX INC COMMON STOCK REIT
1.07%
AON
1.07%
ELECTRONIC ARTS
1.07%
MERCK & CO INC
1.07%
MARSH AND MCLENNAN
1.06%
CHARLES SCHWAB
1.06%
ROPER TECHNOLOGIES INC
1.06%
BANK OF NEW YORK MELLON
1.06%
ALLSTATE
1.06%
US FOODS HOLDING CORP
1.06%
REPUBLIC SVCS
1.05%
BEST BUY
1.05%
Frequently asked questions about EQTY and CHGX
How have the EQTY and CHGX ETFs performed in 2026?
As of April 29, 2026, EQTY is up 0.04% year-to-date (YTD), while CHGX has returned 10.58%. That puts CHGX better performer ahead so far this year.
Which ETF is attracting more investor money: EQTY or CHGX?
Year-to-date, the EQTY ETF saw -$17M in flows, compared to -$2M for CHGX.
Which ETF is more volatile: EQTY or CHGX?
Over the past year, EQTY had a volatility of 13.23%, while CHGX experienced 13.72%.
Which ETF is bigger: EQTY or CHGX?
As of April 29, 2026, EQTY holds $1.29 B in assets under management (AUM), while CHGX manages $151.04 M.
What sectors do the EQTY and CHGX ETFs invest in?
EQTY leans toward sectors like Information Technology, Financials and Health Care. Meanwhile, CHGX focuses on Information Technology, Financials and Health Care.
What are the top holdings of the EQTY ETF and CHGX ETF?
EQTY top holdings include INTERCONTINENTAL EXCHANGE INC, PHILLIP MORRIS and AON. CHGX holds in its top three: DELL TECHNOLOGIES INC, CIENA and SALESFORCE INC.
Which ETF is more diversified: EQTY or CHGX?
EQTY holds 33 securities with 55.5% of its assets in the top 15. CHGX has 99 securities and a top 15 weight of 16.18%.
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Latest news about EQTY & CHGX
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