CHGX vs VOO
Stance Sustainable Beta ETF vs Vanguard S&P 500 ETF
Which is better, CHGX or VOO?
Each has led over a different period.
VOO has a lower expense ratio. CHGX led over 1Y, VOO over 3Y, 5Y and the full window. CHGX is less concentrated, with 13.0% of the fund in its ten largest positions against 37.6%.
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 | VOO |
|---|---|---|
| Expense Ratio | 0.49% | 0.03%Best |
| AUM | $176M | $1.0T |
| Dividend Yield | 0.54% | 1.04% |
| Holdings | 203 | 506 |
| YTD Return | +22.07%Best | +13.59% |
| 1Y Return | +21.34%Best | +16.33% |
| 3Y Return (annualized) | +5.50% | +23.81%Best |
| 5Y Return (annualized) | +1.39% | +14.02%Best |
| Volatility (annualized) | 21.4% | 16.1%Best |
| Max Drawdown | -47.3% | -34.3%Best |
| $10,000 over 5 years | $10,715 | $19,271Best |
| Top 10 Weight | 13.0%Best | 37.6% |
| Fund Family | STANCE Capital | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 14, 2024 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Oct 10, 2017 to Oct 2, 2026 (9 years).
CHGX vs VOO 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 VOO Performance
Stance Sustainable Beta ETF (CHGX) is an ETF from STANCE Capital and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year CHGX returned +21.34% while VOO returned +16.33%. Year to date, CHGX is up 22.07% versus a gain of 13.59% for VOO.
Over three years, CHGX compounded at +5.50% per year against +23.81% for VOO; over five years the annualized figures are +1.39% and +14.02% respectively. Across the full 9-year window we track, VOO has the edge at +14.14% 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 16.1% 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 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 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 0.54% against 1.04% for VOO.
Holdings Overlap
81.9% of CHGX's money is in holdings VOO also owns. 34.2% of VOO's money is in holdings CHGX also owns.
Most of CHGX is already inside VOO. Owning both mostly buys the same companies twice.
81 positions in common, counted across the 100 positions we hold weights for in CHGX and 494 in VOO, against full books of 203 and 506.
What only one of them owns
Our book lists 407 positions for VOO that do not appear in our book for CHGX (65.0% of the fund), and 17 for CHGX that do not appear in VOO (16.9%).
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 VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 1.07% | 7.55% | 6.48% |
| AAPLApple, Inc | 1.12% | 7.05% | 5.93% |
| MUMicron Technology, Inc. | 1.08% | 1.44% | 0.36% |
| LLYEli Lilly & Co. | 0.97% | 1.41% | 0.44% |
| AMDAdvanced Micro Devices Inc | 1.11% | 1.21% | 0.10% |
| VVisa Inc Class A | 1.13% | 0.93% | 0.20% |
| MAMastercard Inc | 1.15% | 0.72% | 0.43% |
| ABBVAbbvie Inc. | 1.11% | 0.69% | 0.42% |
| DELLDell Technologies Inc | 1.52% | 0.18% | 1.34% |
| MRKMerck & Company Inc | 1.19% | 0.50% | 0.69% |
81.9% of CHGX is already inside VOO.
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 VOO?
CHGX has an expense ratio of 0.49% while VOO charges 0.03%. VOO is the cheaper option, by $46 a year on a $10,000 investment.
Which performed better, CHGX or VOO?
Over the past year CHGX returned +21.34% vs +16.33% for VOO, so CHGX leads on 1-year performance. Over the longest common window we track (9 years), CHGX annualized +7.94% vs +14.14% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CHGX or VOO?
CHGX has been the more volatile fund at 21.4% annualized versus 16.1% 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 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 VOO?
81.9% of CHGX's money is in holdings VOO also owns. 34.2% of VOO's is in holdings CHGX also owns. They hold 81 positions in common, counted across the 100 positions we hold weights for in CHGX and 494 in VOO.
Which pays a higher dividend, CHGX or VOO?
CHGX yields 0.54% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than CHGX?
VOO has a lower expense ratio. CHGX led over 1Y, VOO over 3Y, 5Y and the full window. CHGX is less concentrated, with 13.0% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.