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CHGX ETF · Stance Sustainable Beta ETF
Performance & flows
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | +15.20%  | +7.24% | +27.58%  | N/A | N/A | +12.00% | +12.00% | +10.58% | |
| Flows |
Key fund info
Essentials
Enterprise
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Risk profile
Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | +7.24% | +27.58% | N/A | N/A |
| Volatility | ||||
| Perf./Volatility | ||||
| Max drawdown |
Exposure
Sustainability
ESG Consensus® by Conser
Our partner Conser gathers the industry's consensus on the business practices of the underlying holdings. We have computed the following metrics about CHGX ETF's sustainability, based on their methodology.
ESG Consensus® is based on the Final Sustainability Grade, which itself consists of 10 grades. Our partner Conser calculates the exact grade, based on market intelligence, using their proprietary ESG Consensus® methodology.
CHGX’s has a Final Sustainability Grade of either B+, B, or B-.
Replication
Issuer
| AuM | ||
|---|---|---|
CHGX | Stance Sustainable Beta ETF | €129M |
Frequently asked questions about CHGX
What does Stance Sustainable Beta ETF, CHGX, invest in?
CHGX is a Passive ETF. This ETF provides exposure to Equally Weighted Large and Mid-Cap US Equities.
Which benchmark or index does CHGX replicate?
CHGX tracks the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free TR Index - USD, through a full replication replication method.
What is the Total Expense ratio (TER) of CHGX?
CHGX carries a total expense ratio (TER) of 0.49%, indicating the annual cost for holding the fund.
When was CHGX launched?
CHGX was introduced to the market on November 14, 2024. It trades on United States
Who is the ETF issuer of CHGX?
Stance Sustainable Beta ETF, CHGX, is provided by Stance Capital. Learn more about Stance Capital here.
What is the current assets under management (AUM) of CHGX?
CHGX oversees €129M in assets as of April 30, 2026.
How has CHGX performed lately?
Based on data from April 30, 2026, CHGX returned 15.20% over the past month, 7.24% over the last three months and 10.58% year-to-date.
What are the latest inflows or outflows for CHGX?
As of April 30, 2026, CHGX recorded net flows of -€949K over the last month and -€1.5M year-to-date.
Does CHGX distribute dividends?
CHGX follows a distributing dividend policy, meaning it pays out income to investors. As of April 30, 2026, its 12-month trailing yield was 0.61%.
What are the main country or region exposures of CHGX?
As of March 31, 2026, CHGX has significant geographic allocations in USA and Ireland.
In which sector or theme does CHGX invest in?
As of March 31, 2026, CHGX focuses largely on Information Technology, Financials and Health Care.
How many securities does CHGX hold and how diversified is it?
As of March 31, 2026, CHGX holds 99 positions in its portfolio, with 16.18% of assets concentrated in its top 15 holdings.
What are the main positions in CHGX?
As of March 31, 2026, CHGX top three holdings include DELL TECHNOLOGIES INC, CIENA and SALESFORCE INC.
What is the base currency of CHGX?
The base currency of CHGX is USD.
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