USMFvsCHGXETF Comparison
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WisdomTree U.S. Multifactor Fund (USMF) belongs to the US Multi-Factor segment. Stance Sustainable Beta ETF (CHGX) is part of the US Large Cap segment. Both ETFs have the same top 3 sector exposures: Technology, Finance and Healthcare. USMF is less expensive with a Total Expense Ratio (TER) of 0.28%, versus 0.49% for CHGX. USMF is up 3.82% year-to-date (YTD) with -$95M in YTD flows. CHGX performs better with 20.96% YTD performance, and +$5M in YTD flows. Run a side-by-side ETF comparison of USMF 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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USMF vs CHGX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/31/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | USMF CHGX | -1.37%+0.28% | +2.90%+8.93% | +3.82%+20.96% | +5.92%+25.92% | +38.63%n/a | +42.35%n/a |
| Flows | USMF CHGX | -$11M-$4M | -$78M+$7M | -$95M+$5M | -$120M+$6M | -$63M- | +$60M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | USMF CHGX | +13.84%+16.18% | +11.44%+14.57% | +12.58%n/a | +14.35%n/a |
| Max drawdown | USMF CHGX | -4.03%-4.91% | -6.39%-8.53% | -15.22%n/a | -18.07%n/a |
| Max drawdown duration | USMF CHGX | 46d62d | 220d43d | 283dn/a | 696dn/a |
Trading data
USMF | CHGX | |
Last sale 8/3/2026 at 7:50 PM | $53.19 | $33.54 |
| Previous close 08/03/2026 | $52.94 | $32.90 |
| Consolidated volume 08/03/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of July 31, 2026
1-year trailing difference
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USMF | 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 8/3/2026 at 7:50 PM
Live
Closed
USMF | CHGX | |
|---|---|---|
| Last price | $53.19 | $33.54 |
| 1D performance | +0.48% | +1.94% |
| AuM | $291.71 M | $172.78 M |
| E/R | 0.28% | 0.49% |
Characteristics
USMF | CHGX | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | WisdomTree | Stance Capital |
| Benchmark | WisdomTree U.S. Multifactor Index | Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index |
| N° of holdings | 200 | 100 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 29, 2017 | November 14, 2024 |
| ESG | No | Yes |
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Exposure
Countries
USMF
USA
95.75%
Other
4.25%
CHGX
USA
97.23%
Other
2.77%
Sectors
USMF
Technology
37.96%
Finance
13.9%
Healthcare
8.98%
Industrials
8.88%
Other
30.28%
CHGX
Technology
37.12%
Finance
17.95%
Healthcare
10.42%
Consumer Non-Cycl.
7.12%
Other
27.39%
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Diversification
USMF
Total weight of top 15 holdings out of 15
24.25%
CHGX
Total weight of top 15 holdings out of 15
17.33%
Top 15 holdings
Data as of June 30, 2026
USMF
Alphabet, Inc.
3.82%
NVIDIA Corp.
3.64%
Apple, Inc.
3.54%
Broadcom Inc.
1.65%
Micron Technology, Inc.
1.37%
Eli Lilly & Co.
1.26%
Expedia Group, Inc.
1.11%
Tapestry, Inc.
1.03%
General Motors Co.
1.01%
eBay, Inc.
0.99%
Applied Materials, Inc.
0.98%
MGM Resorts International
0.98%
Murphy USA, Inc.
0.97%
Burlington Stores, Inc.
0.96%
Deckers Outdoor Corp.
0.95%
CHGX
Micron Technology, Inc.
1.25%
Sandisk Corp.
1.25%
Applied Materials, Inc.
1.23%
Teradyne, Inc.
1.23%
Western Digital Corp.
1.18%
Intel Corp.
1.17%
Advanced Micro Devices, Inc.
1.13%
Palo Alto Networks, Inc.
1.13%
Maplebear, Inc.
1.13%
SharkNinja, Inc.
1.12%
Masco Corp.
1.11%
Synchrony Financial
1.11%
SoFi Technologies, Inc.
1.10%
AbbVie, Inc.
1.10%
Seagate Technology Holdings Plc
1.09%
Frequently asked questions about USMF and CHGX
How have the USMF and CHGX ETFs performed in 2026?
As of July 31, 2026, USMF is up 3.82% year-to-date (YTD), while CHGX has returned 20.96%. That puts CHGX better performer ahead so far this year.
Which ETF is attracting more investor money: USMF or CHGX?
Year-to-date, the USMF ETF saw -$95M in flows, compared to +$5M for CHGX.
Which ETF is more volatile: USMF or CHGX?
Over the past year, USMF had a volatility of 11.44%, while CHGX experienced 14.57%.
Which ETF is bigger: USMF or CHGX?
As of July 31, 2026, USMF holds $291.71 M in assets under management (AUM), while CHGX manages $172.78 M.
What sectors do the USMF and CHGX ETFs invest in?
USMF leans toward sectors like Technology, Finance and Healthcare. Meanwhile, CHGX focuses on Technology, Finance and Healthcare.
What are the top holdings of the USMF ETF and CHGX ETF?
USMF top holdings include Alphabet, Inc., NVIDIA Corp. and Apple, Inc.. CHGX holds in its top three: Micron Technology, Inc., Sandisk Corp. and Applied Materials, Inc..
Which ETF is more diversified: USMF or CHGX?
USMF holds 200 securities with 24.25% of its assets in the top 15. CHGX has 100 securities and a top 15 weight of 17.33%.
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