CHGXStance Sustainable Beta ETF
Seeks to track the performance of the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index.
Stance Funds · Since 2017 (8 years)
Annual Cost
0.49%
#2226 out of 5,332 ETFs
Fund Size
$135M
#2450 out of 5,332 ETFs
Dividend Yield
0.68%
Track Record
8 years
#1652 out of 5,332 ETFs
Performance
1 Year
+28.4%
3 Years
+19.4%
5 Years
+8.8%
What's inside
Asset class
Region
Strategy
index tracking
Cap
large
Factor
value
Focus
ESGActivist
Asset allocation
Stocks
99.8%
Cash
0.6%
Sector breakdown
Technology
34.5%
Financial Services
14.3%
Consumer Cyclical
11.8%
Healthcare
10.9%
Communication
10.9%
Industrials
8.8%
Consumer Defensive
3.9%
Real Estate
3.1%
Other
2.0%
Top holdings
Ciena CorpCIEN1.2%
Dell Technologies Inc Ordinary Shares - Class CDELL1.2%
Marvell Technology IncMRVL1.1%
Monolithic Power Systems IncMPWR1.1%
TE Connectivity PLC Registered SharesTEL1.1%
Bank of New York Mellon CorpBK1.1%
Merck & Co IncMRK1.1%
SanDisk Corp Ordinary SharesSNDK1.1%
Equinix IncEQIX1.1%
Salesforce IncCRM1.1%
Risk profile
Volatility (1Y)
13.9%
Moderate
Max drawdown
-35.5%
Worst peak-to-trough loss
Sharpe (3Y)
1.02
Excellent risk-adjusted returns
Sortino (3Y)
1.49
Good downside protection
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Data updated on 2026-05-05