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CHGX - ETF AI Analysis
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Stance Sustainable Beta Etf (CHGX)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, reflecting strong overall momentum.
Technology Sector Leadership
With significant exposure to the technology sector, the fund benefits from the strong performance of innovative companies.
Reasonable Expense Ratio
The ETF charges a moderate fee, making it relatively cost-effective compared to actively managed funds.
Negative Factors
Over-Concentration in U.S. Market
Nearly all of the fund's geographic exposure is in the U.S., limiting diversification across global markets.
Underperforming Holdings
Some top holdings, such as Marvell, have struggled recently, which could drag on the fund's overall returns.
Sector Imbalance
The ETF is heavily weighted toward technology, which increases vulnerability to downturns in that sector.
CHGX vs. SPDR S&P 500 ETF (SPY)
AUM141.10M
RegionNorth America
Expense Ratio0.49%
Beta0.92
IssuerStance
Inception DateOct 09, 2017
Dividend Yield0.66%
Asset ClassEquity
Index TrackedChange Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume28,382
30 Day Avg. Volume14,191
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
31.39Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering101
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CHGX Summary
The Stance Sustainable Beta ETF (Ticker: CHGX) is an investment fund that focuses on large U.S. companies committed to sustainability. It follows the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index, which selects companies based on environmental, social, and governance (ESG) criteria. Some of its well-known holdings include Intel and Advanced Micro Devices (AMD). This ETF is a great option for investors looking to support sustainable practices while gaining exposure to established companies in sectors like technology and healthcare. However, since it heavily invests in tech stocks, its performance can be impacted by fluctuations in the technology sector.
How much will it cost me?The Stance Sustainable Beta ETF (Ticker: CHGX) has an expense ratio of 0.49%, meaning you’ll pay $4.90 per year for every $1,000 invested. This is slightly higher than average because it is actively managed to focus on sustainability and ESG criteria, which requires more research and oversight compared to passively managed funds.
What would affect this ETF?The Stance Sustainable Beta ETF (CHGX) could benefit from growing interest in ESG investing and the strong performance of large-cap technology companies, which make up a significant portion of its holdings. However, it may face challenges from potential regulatory changes affecting ESG-focused funds or economic downturns that impact consumer spending and financial sectors. Its U.S.-centric exposure also makes it sensitive to domestic economic conditions and interest rate fluctuations.
CHGX Top 10 Holdings
The Stance Sustainable Beta ETF leans heavily into technology, with nearly 38% of its portfolio in the sector, making it a key driver of performance. Eli Lilly stands out as a rising star in healthcare, buoyed by strong earnings and positive sentiment, while Hilton and Marriott are steadily contributing from the consumer cyclical space with their focus on luxury and international growth. However, Warner Music Group has been lagging, weighed down by bearish technicals and profitability concerns. With its U.S.-centric exposure and ESG focus, the fund balances sustainability with large-cap stability.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Warner Music Group | 1.08% | $1.52M | $15.58B | -5.00% | 64 Neutral | |
| Micron | 1.07% | $1.50M | $322.66B | 219.17% | 79 Outperform | |
| Bristol-Myers Squibb | 1.06% | $1.49M | $111.38B | -5.15% | 78 Outperform | |
| Marriott International | 1.06% | $1.49M | $84.57B | 11.10% | 62 Neutral | |
| Moody's | 1.06% | $1.49M | $92.28B | 7.50% | 77 Outperform | |
| Comcast | 1.06% | $1.49M | $108.52B | -21.49% | 74 Outperform | |
| Eli Lilly & Co | 1.06% | $1.48M | $1.02T | 37.52% | 72 Outperform | |
| S&P Global | 1.06% | $1.48M | $159.19B | 4.15% | 73 Outperform | |
| Merck & Company | 1.05% | $1.48M | $264.21B | 6.77% | 80 Outperform | |
| Nvidia | 1.05% | $1.47M | $4.58T | 34.79% | 76 Outperform |
CHGX Technical Analysis
Positive
―
Price Trends
27.15
Positive
26.98
Positive
25.74
Positive
Market Momentum
0.11
Negative
58.46
Neutral
74.28
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CHGX, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 27.27, equal to the 50-day MA of 27.15, and equal to the 200-day MA of 25.74, indicating a bullish trend. The MACD of 0.11 indicates Negative momentum. The RSI at 58.46 is Neutral, neither overbought nor oversold. The STOCH value of 74.28 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CHGX.
CHGX Peer Comparison
Comparison Results
Performance Comparison
CHGX
Stance Sustainable Beta Etf
27.57
3.01
12.26%
VOTE
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AVLC
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ONEY
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QQQJ
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DSPY
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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