CHGX vs VXUS
Stance Sustainable Beta ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. CHGX delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | CHGX | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.05% | |
| AUM | $171M | $156.5B | |
| Dividend Yield | 0.55% | 2.60% | |
| Holdings | 104 | 8,747 | |
| YTD Return | +24.32% | +15.00% | |
| 1Y Return | +28.85% | +26.87% | |
| 3Y Return (annualized) | +3.72% | +19.79% | |
| 5Y Return (annualized) | +0.59% | +9.26% | |
| Volatility (annualized) | 21.5% | 15.1% | |
| Max Drawdown | -47.3% | -39.9% | |
| Fund Family | STANCE Capital | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 14, 2024 | Jan 26, 2011 |
CHGX vs VXUS Performance
Stance Sustainable Beta ETF (CHGX) is a ETF from STANCE Capital and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year CHGX returned +28.85% while VXUS returned +26.87%. Year to date, CHGX is up 24.32% versus a gain of 15.00% for VXUS.
Over three years, CHGX compounded at +3.72% per year against +19.79% for VXUS; over five years the annualized figures are +0.59% and +9.26% respectively. Across the full 9-year window we track, CHGX has the edge at +8.29% annualized vs +4.88%. 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 15.1% for VXUS. 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 -39.9% for VXUS. 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 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CHGX charges 0.49% per year while VXUS charges 0.05%. On a $10,000 position that is $49 vs $5 annually, a gap of $44 per year that compounds over a long holding period. On income, CHGX currently yields 0.55% against 2.60% for VXUS.
Holdings Overlap
CHGX and VXUS share 1 holdings out of 7962 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in CHGX | Weight in VXUS | Difference |
|---|---|---|---|
| ORCL | 1.11% | 0.00% | 1.11% |
Frequently Asked Questions
Which is cheaper, CHGX or VXUS?
CHGX has an expense ratio of 0.49% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
Which performed better, CHGX or VXUS?
Over the past year CHGX returned +28.85% vs +26.87% for VXUS, so CHGX leads on 1-year performance. Over the longest common window we track (9 years), CHGX annualized +8.29% vs +4.88% for VXUS. Past performance does not guarantee future results.
Which is riskier, CHGX or VXUS?
CHGX has been the more volatile fund at 21.5% annualized versus 15.1% for VXUS. Worst drawdown: CHGX -47.3% vs VXUS -39.9%.
Should I hold both CHGX and VXUS?
CHGX and VXUS have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CHGX and VXUS?
CHGX and VXUS share 1 common holdings with a 0.0% weight overlap. Combined, they hold 7962 unique securities.
Which pays a higher dividend, CHGX or VXUS?
CHGX yields 0.55% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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