CHGXStance Sustainable Beta ETF
Tracks the performance of the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index.
By Stance Funds · Launched 2017
Annual Cost
0.49%
#2,575 of 6,040 · average
Fund Size
$179M
#2,556 of 6,040 · mid-size
Return (1Y)
+23.6%
Track Record
8 years
#1,604 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,198+22.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Index tracking
Factor
Value
Focus
ESG, Activist
Index tracked
Change Finance Diversified Impact US Large Cap Fossil Fuel Free Index
Holdings
By weightConcentration
Top 10 holdings = 10.9% of funddiversified
Ciena CorpCIEN
1.2%
Dell Technologies IncDELL
1.2%
MARVELL TECHNOLOGY INCMRVL
1.1%
Monolithic Power Systems IncMPWR
1.1%
Merck & Co IncMRK
1.1%
Sandisk Corp/DESNDK
1.1%
Salesforce IncCRM
1.1%
Equinix IncEQIX
1.1%
TE Connectivity PLCTEL
1.1%
Bank of New York Mellon Corp/TheBK
1.1%
Asset allocation
Stocks
99.6%
Cash
0.4%
By sector
Technology
36.8%
Financial Services
14.1%
Healthcare
10.9%
Consumer Cyclical
10.6%
Industrials
9.4%
Communication
9.1%
Consumer Defensive
4.3%
Real Estate
2.9%
Other
1.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.9%Moderate
Year-on-year price swings
Max drawdown
-47.3%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.12Below average
Sortino (3Y)
0.14Moderate downside risk
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Tracks the performance of the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index.
- Strategy
- Uses a passive management approach to track the performance of the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index, investing in large- and mid-cap U.S. companies that meet ESG standards. The Fund generally employs a replication strategy, investing in all component securities of the Index in approximately the same proportion as in the Index.
- Inception date
- October 9, 2017
- Fund family
- Stance Funds
Similar funds
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Data updated on 2026-09-18