CHGX vs VOO
Stance Sustainable Beta ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. CHGX delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | CHGX | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.03% | |
| AUM | $182M | $997.4B | |
| Dividend Yield | 0.56% | 1.08% | |
| Holdings | 104 | 509 | |
| YTD Return | +25.23% | +14.27% | |
| 1Y Return | +29.09% | +21.79% | |
| 3Y Return (annualized) | +4.32% | +22.19% | |
| 5Y Return (annualized) | +0.72% | +13.28% | |
| Volatility (annualized) | 21.6% | 14.2% | |
| Max Drawdown | -47.3% | -34.3% | |
| Fund Family | STANCE Capital | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 14, 2024 | Sep 7, 2010 |
CHGX vs VOO Performance
Stance Sustainable Beta ETF (CHGX) is a ETF from STANCE Capital and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year CHGX returned +29.09% while VOO returned +21.79%. Year to date, CHGX is up 25.23% versus a gain of 14.27% for VOO.
Over three years, CHGX compounded at +4.32% per year against +22.19% for VOO; over five years the annualized figures are +0.72% and +13.28% respectively. Across the full 9-year window we track, VOO has the edge at +13.59% annualized vs +8.38%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CHGX has been the more volatile fund, with annualized monthly volatility of 21.6% compared with 14.2% for VOO. 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 -34.3% for VOO. 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 VOO 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 1.08% for VOO.
Holdings Overlap
CHGX and VOO share 84 holdings out of 522 unique holdings combined, representing a 21.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CHGX or VOO?
CHGX has an expense ratio of 0.49% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
Which performed better, CHGX or VOO?
Over the past year CHGX returned +29.09% vs +21.79% for VOO, so CHGX leads on 1-year performance. Over the longest common window we track (9 years), CHGX annualized +8.38% vs +13.59% for VOO. Past performance does not guarantee future results.
Which is riskier, CHGX or VOO?
CHGX has been the more volatile fund at 21.6% annualized versus 14.2% for VOO. Worst drawdown: CHGX -47.3% vs VOO -34.3%.
Should I hold both CHGX and VOO?
CHGX and VOO 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 VOO?
CHGX and VOO share 84 common holdings with a 21.2% weight overlap. Combined, they hold 522 unique securities.
Which pays a higher dividend, CHGX or VOO?
CHGX yields 0.56% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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