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CHGX - ETF AI Analysis
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Stance Sustainable Beta Etf (CHGX)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Top Holdings Performance
Many of the largest positions, especially in technology and consumer names, have shown strong gains this year, helping support the fund’s overall results.
Broad Sector Diversification
The ETF spreads its investments across multiple sectors, which helps reduce the impact if any one industry runs into trouble.
Positive Year-To-Date Return
The fund has delivered a modestly positive return so far this year, indicating generally steady performance despite some recent short-term weakness.
Negative Factors
Heavy U.S. Market Concentration
Almost all of the ETF’s assets are invested in U.S. companies, offering little geographic diversification if the U.S. market struggles.
Technology Sector Tilt
A large portion of the portfolio is in technology stocks, which can increase volatility if that sector experiences a downturn.
Moderate Expense Ratio
The fund’s fees are not especially low, which can slightly reduce long-term returns compared with cheaper index ETFs.
CHGX vs. SPDR S&P 500 ETF (SPY)
AUM142.66M
RegionNorth America
Expense Ratio0.49%
Beta0.91
IssuerStance
Inception DateOct 09, 2017
Dividend Yield0.65%
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. Volume9,254
30 Day Avg. Volume14,405
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
32.63Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering102
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CHGX Summary
CHGX is an exchange-traded fund that follows the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index, focusing on large U.S. companies that meet strict sustainability standards. It invests across many sectors, with a big tilt toward technology, and holds well-known names like Intel and Merck. Someone might consider CHGX if they want broad stock market exposure while avoiding fossil fuels and supporting companies with stronger environmental and social practices. A key risk is that it is heavily tilted toward U.S. stocks and tech-related companies, so its price can rise and fall sharply with that part of the market.
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
This sustainable U.S. large-cap fund is leaning heavily on tech, with memory and chip names like Micron, Western Digital, and Applied Materials doing much of the heavy lifting as AI-related demand keeps them rising. Intel and Teradyne are also in the mix, though their stories are a bit more mixed as valuation and profitability questions creep in. Outside tech, steady hands like Merck and consumer names such as Ulta Beauty and Church & Dwight help smooth the ride, but the fund’s performance narrative is clearly being written by its semiconductor-heavy, U.S.-centric lineup.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| SanDisk Corp | 2.51% | $3.58M | $88.60B | 1190.39% | 55 Neutral | |
| Micron | 1.58% | $2.25M | $473.78B | 333.20% | 79 Outperform | |
| Teradyne | 1.51% | $2.16M | $49.30B | 180.26% | 71 Outperform | |
| Western Digital | 1.49% | $2.12M | $100.55B | 315.57% | 77 Outperform | |
| Applied Materials | 1.34% | $1.91M | $293.12B | 118.27% | 77 Outperform | |
| Seagate Tech | 1.30% | $1.85M | $92.49B | 307.64% | 68 Neutral | |
| Ciena | 1.28% | $1.83M | $43.99B | 298.37% | 70 Outperform | |
| EMCOR Group | 1.23% | $1.75M | $35.05B | 101.01% | 73 Outperform | |
| US Foods Holding | 1.23% | $1.75M | $21.30B | 37.96% | 74 Outperform | |
| Church & Dwight | 1.21% | $1.72M | $24.30B | -2.14% | 72 Outperform |
CHGX Technical Analysis
Positive
―
Price Trends
27.76
Positive
27.47
Positive
26.64
Positive
Market Momentum
0.10
Positive
54.43
Neutral
51.25
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 28.08, equal to the 50-day MA of 27.76, and equal to the 200-day MA of 26.64, indicating a bullish trend. The MACD of 0.10 indicates Positive momentum. The RSI at 54.43 is Neutral, neither overbought nor oversold. The STOCH value of 51.25 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
28.22
3.48
14.07%
EFIV
SPDR S&P 500 ESG ETF
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―
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VOTE
Engine No. 1 Transform 500 ETF
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QQQJ
Invesco NASDAQ Next Gen 100 ETF
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―
NBCR
Neuberger Berman Core Equity ETF
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―
―
ONEY
SPDR Russell 1000 Yield Focus ETF
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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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