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Stance Sustainable Beta ETF
CHGX performance and flow charts
Performance
Flows
Historic performance and flows
Data as of July 16, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -2.05% | +11.71% | +19.59% | +26.13% | ||
| Flows | +$6M | +$7M | +$5M | +$6M | - | - |
Characteristics
The Stance Sustainable Beta ETF is built to track the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free TR Index - USD. This ETF provides physical exposure - by owning its shares you earn the return of the securities composing the index (as the ETF holds them directly). This share class generates a stream of income by distributing dividends.
| Management strategy | Passive |
| Strategy | Long Only |
| Provider | Stance Capital |
| N° of holdings | 101 |
| Replication method | Direct (Physical) |
| Asset class | Equity |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | November 14, 2024 |
| ESG | Yes |
More data and info about CHGX on Trackinsight
Exposure
Data as of May 31, 2026Diversification
Total weight of top 15 holdings out of 101
Top 15 Holdings
Sectors
Countries
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +15.91% | +14.46% | ||
Max drawdown | -4.91% | -8.53% | ||
Max drawdown duration | 44d | 43d | N/A | N/A |
Time to recover | N/A | 15d | N/A | N/A |
Replication quality
Data as of June 30, 2026Create an account to view replication metrics
1 year cumulative return difference | |
|---|---|
| Best | Join for free |
| Worst | Join for free |
| daily return difference | |
|---|---|
| Average | Join for free |
| Worst | Join for free |
What type of ETF is CHGX?
CHGX is a Passive ETF that provides exposure to Equity assets. It is managed by Stance Capital.
What index does CHGX track?
CHGX tracks the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free TR Index - USD, aiming to replicate its performance through full replication.
What does CHGX invest in?
This ETF provides exposure to Equally Weighted Large and Mid-Cap US Equities. It is part of the segment: US Large Cap.
What is the expense ratio of CHGX?
The total expense ratio (TER) of CHGX is 0.49%, representing the annual fee charged by the fund manager.
When was CHGX launched?
CHGX was launched on November 14, 2024, marking its entry into the ETF market.
Who is the issuer of CHGX?
CHGX is issued by Stance Capital.
What is the AUM of CHGX?
As of July 16, 2026, CHGX manages $170.82 M, reflecting the total assets held in the fund.
How has CHGX performed recently?
As of July 16, 2026, CHGX delivered a return of -2.05% over the past month (1M performance), 11.71% over the past three months (3M), and 19.59% year-to-date (YTD).
What are the recent fund flows for CHGX?
As of July 16, 2026, CHGX has seen net flows of +$6M in the past month (1M flow) and +$5M year-to-date (YTD).
Does CHGX pay dividends?
As of July 16, 2026, CHGX has a trailing 12-month distribution yield of 0.56%.
How many holdings are in CHGX
As of May 31, 2026, CHGX holds 101 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is CHGX?
As of May 31, 2026, CHGX holds 101 securities, with 26.22% of its assets concentrated in its top 15 holdings.
What are the top holdings of CHGX?
As of May 31, 2026, CHGX holds a portfolio of 101 underlyings, with its largest positions including Intel Corp., Sandisk Corp. and Advanced Micro Devices, Inc.. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does CHGX invest in?
As of May 31, 2026, CHGX has its largest geographic exposures in USA.
What sectors or themes does CHGX focus on?
As of May 31, 2026, CHGX is primarily exposed to Technology, Finance and Healthcare.
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