Change Finance U.S. Large Cap Fossil Fuel Free ETF
|
- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
CHGX tracks an index of 100 US large-cap stocks that meet diverse environmental, social, and governance standards. |
Category | US Equities |
Fund Sponsor | Change Finance |
Website | changefinanceetf.com |
Inception date | Oct 09, 2017 |
Assets (mns) | $37 |
Currency | USD |
Expense ratio | 49 bp |
Distributions | Annually |
Regulation | Open-Ended Fund |
Custodian | |
Weighting | Tiered |
Index replication | |
Uses derivatives | No |
Options available | No |
No. of constituents | 100 |
Wgt avg mkt cap (mns) | $170,335 |
Large cap (>$10bn) | 94.8% |
Mid cap ($2-10bn) | 5.2% |
Small cap (<$2bn) | 0.0% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
TESLA MOTORS INC | 1.4 % |
ELI LILLY & CO | 1.3 % |
SUNRUN INC. | 1.3 % |
APPLIED MATERIALS INC | 1.2 % |
WALGREENS BOOTS ALLIANCE INC | 1.2 % |
DECKERS OUTDOOR CORP | 1.2 % |
TWILIO, INC. CLASS A | 1.2 % |
CAPITAL ONE FINANCIAL CORP | 1.2 % |
SCHWAB (CHARLES) CORP | 1.1 % |
SNAP, INC. CLASS A | 1.1 % | Total | 12.2 % |
---|
![]() |
UNITED STATES | 96.1 % |
![]() |
IRELAND | 2.0 % |
![]() |
SWITZERLAND | 1.0 % |
![]() |
BRITAIN | 0.8 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
24.1% | 24.1% | -- | -- | 16.5% |
versus... | Beta | R-squared |
S&P500 | 1.04 | 97% |
MSCI EAFE | 0.98 | 85% |
MSCI Emg. Mkts. | 0.78 | 69% |
Recent close | $29.28 |
30d moving avg. | $28.84 |
Annualized volatility | 19.9% |
Short interest (ETF) | 0.6% |
Relative strength (RSI) | 62 |
Avg. volume (thou.) | 11 |
Turnover | 0.9% |
Bid/Ask (% of price) | 0.22% |
ADV underlying (mns) | $116,465 |
FINDING ALTERNATIVE FUNDS
Below is a list of 99 potential alternatives to the Change Finance U.S. Large Cap Fossil Fuel Free ETF ETF based on the alternatives' overlap in portfolio holdings with CHGX. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | CHGX | Expense: | 49 bp | ALTAR Score™: | 4.2% |
Ticker | Fund Name |
Overlap1 vs CHGX (%) |
Expense ratio (bp) |
Savings vs CHGX (bp) |
ALTAR Score™ (%) |
ALTAR vs CHGX (%) |
CLRG | IQ Chaikin U.S. Large Cap ETF | 38.8 | 25 | 24 | 5.0 | +0.8 |
ESGV | Vanguard ESG U.S. Stock ETF | 38.8 | 12 | 37 | 4.5 | +0.3 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 33.3 | 0 | 49 | 4.4 | +0.3 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 32.9 | 15 | 34 | 4.6 | +0.4 |
MGC | Vanguard Mega Cap Index Fund | 32.9 | 7 | 42 | 4.6 | +0.4 |
IWL | iShares Russell Top 200 ETF | 32.6 | 15 | 34 | 4.4 | +0.2 |
NULC | Nuveen ESG Large-Cap ETF | 32.3 | 20 | 29 | 4.2 | +0.0 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 32.1 | 15 | 34 | 5.9 | +1.7 |
IQSU | IQ Candriam ESG US Equity ETF | 32.0 | 9 | 40 | 4.5 | +0.3 |
ESGU | iShares MSCI USA ESG Optimized ETF | 32.0 | 15 | 34 | 4.4 | +0.2 |
SUSA | iShares MSCI USA ESG Select ETF | 31.9 | 25 | 24 | 4.2 | +0.0 |
SFY | SoFi Select 500 ETF | 31.7 | 0 | 49 | 4.6 | +0.4 |
EQWL | Invesco Russell Top 200 Equal Weight ETF | 31.2 | 25 | 24 | 5.6 | +1.4 |
PBP | Invesco S&P 500 BuyWrite ETF | 31.0 | 49 | 0 | 4.3 | +0.1 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 30.9 | 27 | 22 | 4.6 | +0.4 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 30.8 | 7 | 42 | 4.5 | +0.3 |
XYLG | Global X S&P 500 Covered Call & Growth ETF | 30.6 | 60 | -11 | 4.4 | +0.2 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 30.6 | 20 | 29 | 4.6 | +0.4 |
XOUT | GraniteShares XOUT U.S. Large Cap ETF | 30.6 | 60 | -11 | 3.6 | -0.6 |
VV | Vanguard Large-Cap Index Fund | 30.4 | 4 | 45 | 4.6 | +0.4 |
JOET | Virtus Terranova US Quality Momentum ETF | 30.4 | 29 | 20 | 4.6 | +0.4 |
DSI | iShares MSCI KLD 400 Social ETF | 30.4 | 25 | 24 | 4.5 | +0.4 |
SPY | SPDR S&P 500 ETF Trust | 30.4 | 9 | 40 | 4.7 | +0.5 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 30.4 | 2 | 47 | 4.6 | +0.4 |
DEF | Invesco Defensive Equity ETF | 30.3 | 55 | -6 | 5.2 | +1.0 |
IVV | iShares Core S&P 500 ETF | 30.3 | 3 | 46 | 4.7 | +0.5 |
SPLG | SPDR Portfolio Large Cap ETF | 30.3 | 3 | 46 | 4.7 | +0.5 |
PBUS | Invesco PureBeta MSCI USA ETF | 30.2 | 4 | 45 | 4.6 | +0.4 |
XVV | iShares ESG Screened S&P 500 ETF | 30.1 | 8 | 41 | 4.9 | +0.7 |
VOO | VANGUARD S&P 500 ETF | 30.0 | 3 | 46 | 4.8 | +0.6 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 29.8 | 9 | 40 | 4.8 | +0.6 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 29.7 | 20 | 29 | 4.8 | +0.6 |
VOOG | Vanguard S&P 500 Growth ETF | 29.7 | 10 | 39 | 3.9 | -0.3 |
SCHX | Schwab U.S. Large-Cap ETF | 29.6 | 3 | 46 | 4.5 | +0.4 |
SPXN | ProShares S&P 500 Ex-Financials ETF | 29.6 | 27 | 22 | 4.3 | +0.2 |
USXF | iShares ESG Advanced MSCI USA ETF | 29.5 | 10 | 39 | 4.5 | +0.3 |
QUS | SPDR MSCI USA StrategicFactors ETF | 29.3 | 15 | 34 | 5.3 | +1.1 |
IWY | iShares Russell Top 200 Growth ETF | 29.2 | 20 | 29 | 3.5 | -0.7 |
FDLO | Fidelity Low Volatility Factor ETF | 29.2 | 29 | 20 | 4.9 | +0.7 |
QQEW | First Trust Nasdaq-100 Equal Weighted Index Fund | 29.2 | 59 | -10 | 4.0 | -0.2 |
IWF | iShares Russell 1000 Growth ETF | 29.2 | 19 | 30 | 3.4 | -0.8 |
SCHK | Schwab 1000 Index ETF | 29.2 | 5 | 44 | 4.6 | +0.4 |
QQQE | Direxion NASDAQ-100 Equal Weighted Index Shares | 29.1 | 35 | 14 | 4.3 | +0.1 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 29.1 | 12 | 37 | 3.0 | -1.2 |
FLLV | Franklin Liberty U.S. Low Volatility ETF | 29.1 | 29 | 20 | 4.9 | +0.7 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 28.8 | 4 | 45 | 3.6 | -0.6 |
IVW | iShares S&P 500 Growth ETF | 28.8 | 18 | 31 | 3.5 | -0.7 |
IYY | iShares Dow Jones U.S. ETF | 28.8 | 20 | 29 | 4.4 | +0.2 |
IWB | iShares Russell 1000 ETF | 28.8 | 15 | 34 | 4.4 | +0.3 |
SPTM | SPDR Portfolio Total Stock Market ETF | 28.6 | 3 | 46 | 4.8 | +0.6 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 28.6 | 10 | 39 | 4.8 | +0.6 |
SUSL | iShares ESG MSCI USA Leaders ETF | 28.5 | 10 | 39 | 4.8 | +0.6 |
VONG | Vanguard Russell 1000 Growth Index Fund | 28.5 | 8 | 41 | 3.5 | -0.7 |
VTHR | Vanguard Russell 3000 Index Fund | 28.3 | 10 | 39 | 4.4 | +0.2 |
ECOZ | TrueMark ESG Active Opportunities ETF | 28.3 | 58 | -9 | 3.0 | -1.2 |
IUSG | iShares Core S&P US Growth ETF | 28.2 | 4 | 45 | 3.6 | -0.6 |
PSET | Principal Price Setters Index ETF | 28.0 | 15 | 34 | 4.6 | +0.4 |
DYNF | BlackRock U.S. Equity Factor Rotation ETF | 28.0 | 30 | 19 | 5.2 | +1.0 |
VEGN | US Vegan Climate ETF | 27.8 | 60 | -11 | 3.9 | -0.3 |
RECS | Columbia Research Enhanced Core ETF | 27.7 | 15 | 34 | 5.1 | +0.9 |
SCHB | Schwab U.S. Broad Market ETF | 27.6 | 3 | 46 | 4.4 | +0.3 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 27.6 | 12 | 37 | 4.0 | -0.2 |
JQUA | JPMorgan U.S. Quality Factor ETF | 27.6 | 12 | 37 | 5.0 | +0.9 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 27.5 | 3 | 46 | 4.4 | +0.2 |
IWV | iShares Russell 3000 ETF | 27.5 | 20 | 29 | 4.3 | +0.1 |
TTAC | TrimTabs US Free Cash Flow Quality ETF | 27.4 | 59 | -10 | 3.4 | -0.8 |
EFIV | SPDR S&P 500 ESG ETF | 27.2 | 10 | 39 | 4.6 | +0.4 |
SNPE | Xtrackers S&P 500 ESG ETF | 27.2 | 10 | 39 | 4.6 | +0.4 |
PLC | Principal U.S. Large-Cap Multi-Factor Core Index ETF | 27.1 | 15 | 34 | 5.8 | +1.6 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 27.1 | 19 | 30 | 5.3 | +1.1 |
VONE | Vanguard Russell 1000 ETF | 27.0 | 8 | 41 | 4.5 | +0.4 |
VTI | Vanguard Total Stock Market Index Fund | 27.0 | 3 | 46 | 4.4 | +0.2 |
OEF | iShares S&P 100 ETF | 27.0 | 20 | 29 | 4.2 | -0.0 |
VUG | Vanguard Growth Index Fund | 27.0 | 4 | 45 | 3.5 | -0.7 |
RESP | WisdomTree US ESG Fund of Benef Interest | 26.8 | 28 | 21 | 5.0 | +0.8 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 26.8 | 75 | -26 | 3.5 | -0.7 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 26.7 | 29 | 20 | 4.6 | +0.4 |
QUAL | iShares MSCI Usa Quality Factor ETF | 26.7 | 15 | 34 | 5.0 | +0.8 |
KRMA | Global X Conscious Companies ETF | 26.6 | 43 | 6 | 4.9 | +0.7 |
FDMO | Fidelity Momentum Factor ETF | 26.6 | 29 | 20 | 2.4 | -1.8 |
ESG | FlexShares STOXX US ESG Impact Index Fund | 26.5 | 32 | 17 | 4.4 | +0.3 |
USMV | iShares Edge MSCI Min Vol USA ETF | 26.4 | 15 | 34 | 5.3 | +1.1 |
MGK | Vanguard Mega Cap Growth ETF | 26.4 | 7 | 42 | 3.6 | -0.6 |
JKE | iShares Morningstar Large-Cap Growth ETF | 26.1 | 25 | 24 | 2.2 | -2.0 |
TMFC | Motley Fool 100 Index ETF | 25.9 | 50 | -1 | 3.0 | -1.2 |
ROUS | Hartford Multifactor US Equity ETF | 25.9 | 19 | 30 | 5.8 | +1.7 |
XLG | Invesco S&P 500 Top 50 ETF | 25.9 | 20 | 29 | 4.0 | -0.2 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 25.8 | 4 | 45 | 3.1 | -1.1 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 25.6 | 27 | 22 | 4.9 | +0.7 |
DFAU | Dimensional US Core Equity Market ETF | 25.5 | 12 | 37 | 4.7 | +0.5 |
HIPR | Direxion High Growth ETF | 25.5 | 40 | 9 | 3.8 | -0.4 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 25.4 | 27 | 22 | 4.3 | +0.1 |
JHML | John Hancock Multifactor Large Cap ETF | 25.3 | 29 | 20 | 4.8 | +0.6 |
EPS | WisdomTree U.S. Earnings 500 Fund | 25.0 | 8 | 41 | 5.9 | +1.7 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 25.0 | 30 | 19 | 5.0 | +0.9 |
JKD | iShares Morningstar Large-Cap ETF | 24.9 | 20 | 29 | 4.7 | +0.5 |
FQAL | Fidelity Quality Factor ETF | 24.9 | 29 | 20 | 5.0 | +0.8 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 24.9 | 49 | 0 | 3.4 | -0.8 |
VOOV | Vanguard S&P 500 Value ETF | 24.9 | 10 | 39 | 6.6 | +2.4 |
1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.
Content on this tab for subscribers only**
RESULTS & ESTIMATES
2015 | 2016 | 2017 | 2018 | 2019 | 2020E | 2021E | |
---|---|---|---|---|---|---|---|
Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
Book value per share | ** | ** | ** | ** | ** | ** | ** |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
OTHER FUNDAMENTAL METRICS
Long term EPS growth est. | **% | Debt-to-equity | **x | |
Asset turnover | **% | Assets-to-equity | **x |
*Six months ago = 100 |
Content on this tab for subscribers only
VALUATION METRICS
2019 | 2020E | 2021E | |
---|---|---|---|
Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
Change Finance U.S. Large Cap Fossil Fuel Free ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
NEUTRAL |
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds. |
ALTAR Score™
|
MODERN PORTFOLIO THEORY
![]() |
CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
|