CHGX vs IVV
Stance Sustainable Beta ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. CHGX delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | CHGX | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.03% | |
| AUM | $182M | $907.0B | |
| Dividend Yield | 0.56% | 1.10% | |
| Holdings | 104 | 508 | |
| YTD Return | +22.84% | +12.28% | |
| 1Y Return | +27.20% | +20.94% | |
| 3Y Return (annualized) | +4.08% | +21.81% | |
| 5Y Return (annualized) | +0.45% | +13.05% | |
| Volatility (annualized) | 21.5% | 15.1% | |
| Max Drawdown | -47.3% | -56.5% | |
| Fund Family | STANCE Capital | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Nov 14, 2024 | May 15, 2000 |
CHGX vs IVV Performance
Stance Sustainable Beta ETF (CHGX) is a ETF from STANCE Capital and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CHGX returned +27.20% while IVV returned +20.94%. Year to date, CHGX is up 22.84% versus a gain of 12.28% for IVV.
Over three years, CHGX compounded at +4.08% per year against +21.81% for IVV; over five years the annualized figures are +0.45% and +13.05% respectively. Across the full 9-year window we track, CHGX has the edge at +8.12% annualized vs +6.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CHGX has been the more volatile fund, with annualized monthly volatility of 21.5% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -47.3% for CHGX and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CHGX charges 0.49% per year while IVV charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, CHGX currently yields 0.56% against 1.10% for IVV.
Holdings Overlap
CHGX and IVV share 84 holdings out of 522 unique holdings combined, representing a 20.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CHGX or IVV?
CHGX has an expense ratio of 0.49% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
Which performed better, CHGX or IVV?
Over the past year CHGX returned +27.20% vs +20.94% for IVV, so CHGX leads on 1-year performance. Over the longest common window we track (9 years), CHGX annualized +8.12% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, CHGX or IVV?
CHGX has been the more volatile fund at 21.5% annualized versus 15.1% for IVV. Worst drawdown: CHGX -47.3% vs IVV -56.5%.
Should I hold both CHGX and IVV?
CHGX and IVV have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CHGX and IVV?
CHGX and IVV share 84 common holdings with a 20.6% weight overlap. Combined, they hold 522 unique securities.
Which pays a higher dividend, CHGX or IVV?
CHGX yields 0.56% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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