CHGX vs QQQ
Stance Sustainable Beta ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. CHGX delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | CHGX | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.18% | |
| AUM | $182M | $496.3B | |
| Dividend Yield | 0.56% | 0.44% | |
| Holdings | 104 | 108 | |
| YTD Return | +23.85% | +16.64% | |
| 1Y Return | +28.82% | +27.27% | |
| 3Y Return (annualized) | +4.47% | +25.96% | |
| 5Y Return (annualized) | +0.43% | +14.54% | |
| Volatility (annualized) | 21.5% | 30.6% | |
| Max Drawdown | -47.3% | -83.0% | |
| Fund Family | STANCE Capital | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Nov 14, 2024 | Mar 10, 1999 |
CHGX vs QQQ Performance
Stance Sustainable Beta ETF (CHGX) is a ETF from STANCE Capital and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year CHGX returned +28.82% while QQQ returned +27.27%. Year to date, CHGX is up 23.85% versus a gain of 16.64% for QQQ.
Over three years, CHGX compounded at +4.47% per year against +25.96% for QQQ; over five years the annualized figures are +0.43% and +14.54% respectively. Across the full 9-year window we track, QQQ has the edge at +13.03% annualized vs +8.22%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 21.5% for CHGX. 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 -83.0% for QQQ. 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 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CHGX charges 0.49% per year while QQQ charges 0.18%. On a $10,000 position that is $49 vs $18 annually, a gap of $31 per year that compounds over a long holding period. On income, CHGX currently yields 0.56% against 0.44% for QQQ.
Holdings Overlap
CHGX and QQQ share 30 holdings out of 173 unique holdings combined, representing a 19.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CHGX or QQQ?
CHGX has an expense ratio of 0.49% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $31 per year of difference.
Which performed better, CHGX or QQQ?
Over the past year CHGX returned +28.82% vs +27.27% for QQQ, so CHGX leads on 1-year performance. Over the longest common window we track (9 years), CHGX annualized +8.22% vs +13.03% for QQQ. Past performance does not guarantee future results.
Which is riskier, CHGX or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 21.5% for CHGX. Worst drawdown: CHGX -47.3% vs QQQ -83.0%.
Should I hold both CHGX and QQQ?
CHGX and QQQ have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CHGX and QQQ?
CHGX and QQQ share 30 common holdings with a 19.2% weight overlap. Combined, they hold 173 unique securities.
Which pays a higher dividend, CHGX or QQQ?
CHGX yields 0.56% while QQQ yields 0.44%, so CHGX currently pays the higher dividend yield.
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