CHGX ETF

CHGX ETF
$34.04
See how much of CHGX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Jul 29, 2026

Net Assets
$182M
Expense Ratio
0.49%
Dividend Yield (Current)
0.56%
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+18.77%
1 Year+24.85%
3 Year+17.33%
5 Year+9.07%

Asset Allocation

Stocks: 99.87%
Cash: 0.12%
Other: 0.01%
See how much of CHGX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
SNSharkninja Inc1.25%
NETCloudflare Inc (180 Day Lockup)1.23%
ABTAbbott Laboratories1.21%
FISFidelity National Information Srvcs Inc1.20%
ADPAutomatic Data Processing, Inc.1.19%
Top 10 Concentration: 12.02%Report Date: Jul 29, 2026
Download all 104 holdings for CHGX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
0.56%
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 $181.5M 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 18.77%. The 1-year return is 24.85% and the 5-year return is 9.07%. CHGX dividend yield stands at 0.56%, paid annually.

CHGX top holdings include Sharkninja Inc (1.3%), Cloudflare Inc (180 Day Lockup) (1.2%), Abbott Laboratories (1.2%), Fidelity National Information Srvcs Inc (1.2%), Automatic Data Processing, Inc. (1.2%). 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
-2.17%
YTD
+18.77%
1 Year
+24.85%
3 Year
+17.33%

Magnificent 7 Exposure

Combined weight of mega-cap tech leaders

2.1%

of portfolio

AAPLApple, Inc
1.17%
NVDANvidia Corp.
0.96%

Top 10 Holdings (12.0% of portfolio)

#TickerNameSectorWeight
1SNSharkninja IncConsumer Discretionary1.25%
2NETCloudflare Inc (180 Day Lockup)Information Technology1.23%
3ABTAbbott LaboratoriesHealth Care1.21%
4FISFidelity National Information Srvcs IncInformation Technology1.20%
5ADPAutomatic Data Processing, Inc.Information Technology1.19%
6BBYBest Buy Co. Inc.Consumer Discretionary1.19%
7PANWPalo Alto Networks Inc.Information Technology1.19%
8TMOThermo Fisherscientific Inc.Health Care1.19%
90Y4Q:IEWillis Towers Watson Public Limited CompanyUnknown1.19%
10SCHWSchwab Strategic TFinancials1.18%