CHGX
+1.00 · +3.74%
$27.78 · NASDAQ

Change Finance Diversified Imp US Large Cap Fossil Fuel Free (CHGX) ETF Analysis | Large Blend

Stance Funds · USA
AUM:$143.3M
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 11.6% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.49% — moderate cost. Consider how fees compound over long holding periods.

What is CHGX?

The index measures the performance of an equal-weighted portfolio of approximately 100 large-, mid-capitalization equity securities of U. The fund adviser attempts to invest all, or substantially all, of its assets in the component securities that make up the index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
CHGX returned 11.6% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.49%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 14.7% of the ETF — exposure spread across many positions.
ETF Information
AUM$143.3M
Expense Ratio0.49%
Dividend Yield0.65%
Holdings50
Inception DateOct 2017
Domicile–
Distribution–
Index–
ProviderStance Funds
Beta1.05
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

How would CHGX affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+18.9%
1Y
+29.5%
3Y
+73.6%
5Y
+65.0%
OpenBook InsightIf you had invested £10,000 in CHGX 5 years ago, it would have grown to £16,502 — a gain of £6,502.

Annual Returns

Calendar year performance

CHGX delivered positive returns in 4 of the last 5 calendar years.
YearCHGX
2026 YTD+19.8%
2025+12.1%
2024+15.7%
2023+24.0%
2022-21.4%
CAGR 4yr+6.0%
4/5 positive yearsAvg return: +10.0%Worst year: -21.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
18.1%
Low
Momentum
+20.4%
30-day change
Support Level
29.40
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Momentum is upward with a 20.4% move over 30 days.
  • Monitor key support and resistance levels as part of broader risk assessment.