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SPHBvsCHGXETF Comparison
Invesco S&P 500® High Beta ETF (SPHB) and Stance Sustainable Beta ETF (CHGX) belong to the same industry segment: US Large Cap. SPHB's top 3 sector exposures are Information Technology, Financials and Consumer Discretionary. In contrast, CHGX's top sector exposures are Information Technology, Health Care and Financials. SPHB is less expensive with a Total Expense Ratio (TER) of 0.25%, versus 0.49% for CHGX. SPHB is down -0.48% year-to-date (YTD) with -$45M in YTD flows. CHGX performs better with -0.01% YTD performance, and -$288K in YTD flows. Run a side-by-side ETF comparison of SPHB 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.
SPHB vs CHGX performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SPHB CHGX | -4.12%-2.53% | -1.43%-0.37% | -0.48%-0.01% | +46.01%+15.91% | +81.04%n/a | +68.12%n/a |
| Flows | SPHB CHGX | -$89M- | +$43M+$3M | -$45M-$288K | +$150M+$91M | -$371M- | -$1.32B- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SPHB CHGX | +24.01%+14.11% | +30.24%+17.96% | +24.72%n/a | +27.31%n/a |
| Max drawdown | SPHB CHGX | -6.90%-4.72% | -20.30%-12.98% | -29.29%n/a | -31.53%n/a |
| Max drawdown duration | SPHB CHGX | 15d11d | 46d45d | 151dn/a | 765dn/a |
SPHB | CHGX | |
Last sale 3/13/2026 at 1:31 PM | $117.58 | $27.22 |
| Previous close 03/12/2026 | $119.50 | $27.67 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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SPHB | CHGX | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SPHB | CHGX | |
|---|---|---|
| Last price | $117.58 | $27.22 |
| 1D performance | -1.61% | -1.61% |
| AuM | $563.18 M | $137.93 M |
| E/R | 0.25% | 0.49% |
SPHB | CHGX | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Invesco | Stance Capital |
| Benchmark | S&P 500 High Beta Index | Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index |
| N° of holdings | 96 | 94 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 5, 2011 | November 14, 2024 |
| ESG | No | Yes |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the SPHB and CHGX ETFs performed in 2026?
As of March 12, 2026, SPHB is down -0.48% year-to-date (YTD), while CHGX has lost -0.01%. That puts CHGX better performer ahead so far this year.
Which ETF is attracting more investor money: SPHB or CHGX?
Year-to-date, the SPHB ETF saw -$45M in flows, compared to -$288K for CHGX.
Which ETF is more volatile: SPHB or CHGX?
Over the past year, SPHB had a volatility of 30.24%, while CHGX experienced 17.96%.
Which ETF is bigger: SPHB or CHGX?
As of March 12, 2026, SPHB holds $563.18 M in assets under management (AUM), while CHGX manages $137.93 M.
What sectors do the SPHB and CHGX ETFs invest in?
SPHB leans toward sectors like Information Technology, Financials and Consumer Discretionary. Meanwhile, CHGX focuses on Information Technology, Health Care and Financials.
What are the top holdings of the SPHB ETF and CHGX ETF?
SPHB top holdings include MICRON TECHNOLOGY, MICROCHIP TECHNOLOGY and ALBEMARLE. CHGX holds in its top three: US80004C2008, MICRON TECHNOLOGY and WESTERN DIGITAL.
Which ETF is more diversified: SPHB or CHGX?
SPHB holds 100 securities with 21.74% of its assets in the top 15. CHGX has 100 securities and a top 15 weight of 19.01%.
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