CHGX vs IVV
Stance Sustainable Beta ETF vs iShares Core S&P 500 ETF
Which is better, CHGX or IVV?
Each has led over a different period.
IVV has a lower expense ratio. CHGX led over 1Y, IVV over 3Y, 5Y and the full window. CHGX is less concentrated, with 13.0% of the fund in its ten largest positions against 38.1%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | CHGX | IVV |
|---|---|---|
| Expense Ratio | 0.49% | 0.03%Best |
| AUM | $176M | $882.6B |
| Dividend Yield | 0.54% | 1.06% |
| Holdings | 203 | 508 |
| YTD Return | +22.07%Best | +13.60% |
| 1Y Return | +21.34%Best | +16.32% |
| 3Y Return (annualized) | +5.50% | +23.81%Best |
| 5Y Return (annualized) | +1.39% | +14.03%Best |
| Volatility (annualized) | 21.4% | 16.2%Best |
| Max Drawdown | -47.3% | -33.9%Best |
| $10,000 over 5 years | $10,715 | $19,279Best |
| Top 10 Weight | 13.0%Best | 38.1% |
| Fund Family | STANCE Capital | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 14, 2024 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: Oct 10, 2017 to Oct 2, 2026 (9 years).
CHGX vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 9 years both funds cover.
CHGX vs IVV Performance
Stance Sustainable Beta ETF (CHGX) is an ETF from STANCE Capital and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year CHGX returned +21.34% while IVV returned +16.32%. Year to date, CHGX is up 22.07% versus a gain of 13.60% for IVV.
Over three years, CHGX compounded at +5.50% per year against +23.81% for IVV; over five years the annualized figures are +1.39% and +14.03% respectively. Across the full 9-year window we track, IVV has the edge at +14.09% annualized vs +7.94%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CHGX has been the more volatile fund, with annualized monthly volatility of 21.4% compared with 16.2% 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 -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 0.54% against 1.06% for IVV.
Holdings Overlap
82.8% of CHGX's money is in holdings IVV also owns. 35.2% of IVV's money is in holdings CHGX also owns.
Most of CHGX is already inside IVV. Owning both mostly buys the same companies twice.
82 positions in common, counted across the 100 positions we hold weights for in CHGX and 505 in IVV, against full books of 203 and 508.
What only one of them owns
Our book lists 415 positions for IVV that do not appear in our book for CHGX (64.0% of the fund), and 16 for CHGX that do not appear in IVV (15.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in CHGX | Weight in IVV | Difference |
|---|---|---|---|
| NVDANvidia Corp | 1.07% | 8.00% | 6.93% |
| AAPLApple, Inc | 1.12% | 7.39% | 6.27% |
| MUMicron Technology, Inc. | 1.08% | 1.66% | 0.58% |
| AMDAdvanced Micro Devices Inc | 1.11% | 1.27% | 0.16% |
| LLYEli Lilly & Co. | 0.97% | 1.34% | 0.37% |
| VVisa Inc Class A | 1.13% | 0.93% | 0.20% |
| MAMastercard Inc | 1.15% | 0.70% | 0.45% |
| ABBVAbbvie Inc. | 1.11% | 0.69% | 0.42% |
| DELLDell Technologies Inc | 1.52% | 0.25% | 1.27% |
| MRKMerck & Company Inc | 1.19% | 0.54% | 0.65% |
82.8% of CHGX is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $46 a year on a $10,000 investment.
Which performed better, CHGX or IVV?
Over the past year CHGX returned +21.34% vs +16.32% for IVV, so CHGX leads on 1-year performance. Over the longest common window we track (9 years), CHGX annualized +7.94% vs +14.09% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CHGX or IVV?
CHGX has been the more volatile fund at 21.4% annualized versus 16.2% for IVV. Worst drawdown: CHGX -47.3% vs IVV -33.9%.
Should I hold both CHGX and IVV?
CHGX and IVV have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between CHGX and IVV?
82.8% of CHGX's money is in holdings IVV also owns. 35.2% of IVV's is in holdings CHGX also owns. They hold 82 positions in common, counted across the 100 positions we hold weights for in CHGX and 505 in IVV.
Which pays a higher dividend, CHGX or IVV?
CHGX yields 0.54% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than CHGX?
IVV has a lower expense ratio. CHGX led over 1Y, IVV over 3Y, 5Y and the full window. CHGX is less concentrated, with 13.0% of the fund in its ten largest positions against 38.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.