CHGX vs VTI
Stance Sustainable Beta ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. CHGX delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | CHGX | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.03% | |
| AUM | $182M | $666.9B | |
| Dividend Yield | 0.56% | 1.07% | |
| Holdings | 104 | 3,543 | |
| YTD Return | +23.85% | +13.14% | |
| 1Y Return | +28.82% | +22.35% | |
| 3Y Return (annualized) | +4.47% | +21.83% | |
| 5Y Return (annualized) | +0.43% | +12.01% | |
| Volatility (annualized) | 21.5% | 15.3% | |
| Max Drawdown | -47.3% | -56.6% | |
| Fund Family | STANCE Capital | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 14, 2024 | May 24, 2001 |
CHGX vs VTI Performance
Stance Sustainable Beta ETF (CHGX) is a ETF from STANCE Capital and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year CHGX returned +28.82% while VTI returned +22.35%. Year to date, CHGX is up 23.85% versus a gain of 13.14% for VTI.
Over three years, CHGX compounded at +4.47% per year against +21.83% for VTI; over five years the annualized figures are +0.43% and +12.01% respectively. Across the full 9-year window we track, CHGX has the edge at +8.22% annualized vs +8.09%. 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 15.3% for VTI. 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 -56.6% for VTI. 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 VTI 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 1.07% for VTI.
Holdings Overlap
CHGX and VTI share 93 holdings out of 2795 unique holdings combined, representing a 19.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CHGX or VTI?
CHGX has an expense ratio of 0.49% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
Which performed better, CHGX or VTI?
Over the past year CHGX returned +28.82% vs +22.35% for VTI, so CHGX leads on 1-year performance. Over the longest common window we track (9 years), CHGX annualized +8.22% vs +8.09% for VTI. Past performance does not guarantee future results.
Which is riskier, CHGX or VTI?
CHGX has been the more volatile fund at 21.5% annualized versus 15.3% for VTI. Worst drawdown: CHGX -47.3% vs VTI -56.6%.
Should I hold both CHGX and VTI?
CHGX and VTI 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 VTI?
CHGX and VTI share 93 common holdings with a 19.7% weight overlap. Combined, they hold 2795 unique securities.
Which pays a higher dividend, CHGX or VTI?
CHGX yields 0.56% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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