CHGX ETF

CHGX ETF
$33.34
See how much of CHGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Oct 15, 2026

Net Assets
$173M
Expense Ratio
0.49%
Dividend Yield (Current)
0.55%
Holdings
104
Inception Date
Nov 14, 2024
Fund Family
STANCE Capital
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+21.07%
1 Year+20.15%
3 Year+17.33%
5 Year+9.07%

Asset Allocation

Stocks: 99.44%
Cash: 0.24%
Other: 0.32%
See how much of CHGX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
NTAPNetapp Inc.1.19%
SNPSSynopsys1.19%
ACNAccenture Plc1.19%
ISRGIntuitive Surgical Inc1.15%
TWLOTwilio Inc. Class A1.15%
Top 10 Concentration: 11.52%Report Date: Oct 15, 2026
Download all 104 holdings for CHGX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
0.55%
Frequency
Annually
Latest Distribution
$0.18
Dec 16, 2025
12M Distributions
1 payment
Total: $0.18

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

CHGX ETF Overview

CHGX ETF (Stance Sustainable Beta ETF) is managed by STANCE Capital with $173.2M in net assets. CHGX expense ratio is 0.49%, holding 104 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2024-11-14.

CHGX performance shows a YTD return of 21.07%. The 1-year return is 20.15% and the 5-year return is 9.07%. CHGX dividend yield stands at 0.55%, paid annually.

CHGX top holdings include Netapp Inc. (1.2%), Synopsys (1.2%), Accenture Plc (1.2%), Intuitive Surgical Inc (1.1%), Twilio Inc. Class A (1.1%). Go to all CHGX holdings, CHGX sectors, or CHGX dividends.

CHGX can be compared against other funds. Use CHGX overlap to find shared positions, or CHGX vs another fund for a side-by-side view. CHGX alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
+0.45%
YTD
+21.07%
1 Year
+20.15%
3 Year
+17.33%

Magnificent 7 Exposure

Combined weight of mega-cap tech leaders

2.0%

of portfolio

AAPLApple Inc
1.03%
NVDANvidia Corp
1.00%

Top 10 Holdings (11.5% of portfolio)

#TickerNameSectorWeight
1NTAPNetapp Inc.Information Technology1.19%
2SNPSSynopsysInformation Technology1.19%
3ACNAccenture PlcInformation Technology1.19%
4ISRGIntuitive Surgical IncHealth Care1.15%
5TWLOTwilio Inc. Class AInformation Technology1.15%
6CDNSCadence DesignInformation Technology1.14%
7FTNTFortinet IncInformation Technology1.14%
8SNSharkninja IncConsumer Discretionary1.13%
9AMDAdvanced Micro Devices IncInformation Technology1.12%
10TEAMAtlassian Corp-Cl AInformation Technology1.12%