JHDVvsCHGXETF Comparison
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John Hancock U.S. High Dividend ETF (JHDV) belongs to the US High Dividend segment. Stance Sustainable Beta ETF (CHGX) is part of the US Large Cap segment. JHDV's top 3 sector exposures are Technology, Finance and Consumer Non-Cyclicals. In contrast, CHGX's top sector exposures are Technology, Finance and Healthcare. JHDV is more expensive with a Total Expense Ratio (TER) of 1.9%, versus 0.49% for CHGX. JHDV is up 18.19% year-to-date (YTD) with +$2M in YTD flows. CHGX performs better with 18.33% YTD performance, and +$5M in YTD flows. Run a side-by-side ETF comparison of JHDV 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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JHDV vs CHGX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/17/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JHDV CHGX | +0.29%-1.70% | +7.46%+9.16% | +18.19%+18.33% | +24.79%+24.28% | +71.97%n/a | n/an/a |
| Flows | JHDV CHGX | -$8K+$6M | +$1M+$7M | +$2M+$5M | +$1M+$6M | +$713K- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JHDV CHGX | +12.42%+15.94% | +12.26%+14.50% | +14.57%n/a | n/an/a |
| Max drawdown | JHDV CHGX | -3.78%-4.91% | -8.24%-8.53% | -18.77%n/a | n/an/a |
| Max drawdown duration | JHDV CHGX | 45d45d | 47d43d | 207dn/a | n/an/a |
Trading data
JHDV | CHGX | |
Last sale 7/17/2026 at 1:30 PM | $46.56 | $32.19 |
| Previous close 07/16/2026 | $46.76 | $32.51 |
| 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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JHDV
is actively managed and doesn’t replicate an indexJHDV | CHGX | |
|---|---|---|
| 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
JHDV | CHGX | |
|---|---|---|
| Last price | $46.56 | $32.19 |
| 1D performance | -0.43% | -0.97% |
| AuM | $12.10 M | $169.03 M |
| E/R | 1.9% | 0.49% |
Characteristics
JHDV | CHGX | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | John Hancock Investments | Stance Capital |
| Benchmark | - | Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index |
| N° of holdings | 72 | 101 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 27, 2022 | November 14, 2024 |
| ESG | No | Yes |
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Exposure
Countries
JHDV
USA
96.51%
Other
3.49%
CHGX
USA
96.44%
Other
3.56%
Sectors
JHDV
Technology
40.16%
Finance
23.66%
Consumer Non-Cycl.
7.92%
Healthcare
7.11%
Other
21.15%
CHGX
Technology
45.58%
Finance
13.1%
Healthcare
9.05%
Consumer Cyclical.
7.11%
Other
25.16%
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Diversification
JHDV
Total weight of top 15 holdings out of 15
43.34%
CHGX
Total weight of top 15 holdings out of 15
26.22%
Top 15 holdings
Data as of May 31, 2026
JHDV
NVIDIA Corp.
7.58%
Apple, Inc.
5.54%
Microsoft Corp.
4.56%
Micron Technology, Inc.
3.14%
Broadcom Inc.
2.77%
Lam Research Corp.
2.12%
Altria Group, Inc.
2.06%
T. Rowe Price Group, Inc.
2.00%
Verizon Communications, Inc.
1.99%
Cisco Systems, Inc.
1.97%
The Goldman Sachs Group, Inc.
1.96%
Paychex, Inc.
1.95%
Simon Property Group, Inc.
1.90%
American Financial Group, Inc.
1.90%
VICI Properties, Inc.
1.88%
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%
Frequently asked questions about JHDV and CHGX
How have the JHDV and CHGX ETFs performed in 2026?
As of July 17, 2026, JHDV is up 18.19% year-to-date (YTD), while CHGX has returned 18.33%. That puts CHGX better performer ahead so far this year.
Which ETF is attracting more investor money: JHDV or CHGX?
Year-to-date, the JHDV ETF saw +$2M in flows, compared to +$5M for CHGX.
Which ETF is more volatile: JHDV or CHGX?
Over the past year, JHDV had a volatility of 12.26%, while CHGX experienced 14.5%.
Which ETF is bigger: JHDV or CHGX?
As of July 17, 2026, JHDV holds $12.10 M in assets under management (AUM), while CHGX manages $169.03 M.
What sectors do the JHDV and CHGX ETFs invest in?
JHDV leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, CHGX focuses on Technology, Finance and Healthcare.
What are the top holdings of the JHDV ETF and CHGX ETF?
JHDV top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. CHGX holds in its top three: Intel Corp., Sandisk Corp. and Advanced Micro Devices, Inc..
Which ETF is more diversified: JHDV or CHGX?
JHDV holds 72 securities with 43.34% of its assets in the top 15. CHGX has 101 securities and a top 15 weight of 26.22%.
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