CHGX vs. AIVL ETF Comparison
Comparison of Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) to WisdomTree U.S. AI Enhanced Value Fund (AIVL)
CHGX
Change Finance U.S. Large Cap Fossil Fuel Free ETF
CHGX Description
The investment seeks to track the performance, before fees and expenses, of the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in the component securities of the index. The index was developed by Change Finance, PBC, the fund's investment adviser and index provider, and uses an objective, rules-based methodology to measure the performance of an equal-weighted portfolio of approximately 100 large cap U.S.-listed companies that meet a diverse set of environmental, social, and governance (ESG) standards.
Grade (RS Rating)
Last Trade
$36.16
Average Daily Volume
8,588
Number of Holdings
*
99
* may have additional holdings in another (foreign) market
AIVL
WisdomTree U.S. AI Enhanced Value Fund
AIVL Description
WisdomTree U.S. AI Enhanced Value Fund is an exchange traded fund launched by WisdomTree Investments, Inc. It is co-managed by Voya Investment Management Co. LLC, WisdomTree Asset Management, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in value stocks of companies across diversified market capitalization. It employs quantitative analysis to create its portfolio. The fund seeks to benchmark the performance of its portfolio against the Dow Jones U.S. Select Dividend Index. It employs proprietary research to create its portfolio. WisdomTree U.S. AI Enhanced Value Fund was formed on June 16, 2006 and is domiciled in the United States.Grade (RS Rating)
Last Trade
$99.80
Average Daily Volume
5,514
Number of Holdings
*
100
* may have additional holdings in another (foreign) market
Performance
| Period | CHGX | AIVL |
|---|---|---|
| 30 Days | 2.66% | 1.12% |
| 60 Days | 3.72% | 1.56% |
| 90 Days | -1.44% | -1.39% |
| 12 Months | 18.31% | 10.43% |
10 Overlapping Holdings
CHGX Overweight 89 Positions Relative to AIVL
| Symbol | Grade | Weight | |
|---|---|---|---|
| CRWD | B | 1.17% | |
| ORCL | B | 1.16% | |
| AVGO | C | 1.16% | |
| ADSK | B | 1.15% | |
| ADBE | B | 1.14% | |
| ORLY | B | 1.09% | |
| NOW | B | 1.09% | |
| MU | C | 1.08% | |
| ANET | A | 1.07% | |
| CDNS | B | 1.05% | |
| AZO | B | 1.05% | |
| INTU | B | 1.05% | |
| AAPL | B | 1.05% | |
| MPWR | B | 1.05% | |
| REGN | B | 1.05% | |
| LLY | A | 1.05% | |
| ACN | D | 1.05% | |
| ABBV | B | 1.04% | |
| MCO | A | 1.04% | |
| PANW | B | 1.04% | |
| IT | B | 1.04% | |
| VRSK | A | 1.04% | |
| TJX | A | 1.04% | |
| NVDA | B | 1.04% | |
| MRK | C | 1.03% | |
| AON | C | 1.03% | |
| SNPS | B | 1.03% | |
| MCK | B | 1.03% | |
| ROST | B | 1.03% | |
| IBM | B | 1.02% | |
| ECL | B | 1.02% | |
| ROP | A | 1.02% | |
| CTSH | C | 1.01% | |
| GOOGL | B | 1.01% | |
| GOOG | B | 1.01% | |
| MMC | B | 1.01% | |
| AMGN | B | 1.01% | |
| SPGI | B | 1.01% | |
| NFLX | B | 1.01% | |
| KLAC | B | 1.01% | |
| WDAY | D | 1.0% | |
| CPRT | C | 1.0% | |
| ADP | D | 0.99% | |
| MA | D | 0.99% | |
| CARR | B | 0.99% | |
| CRM | D | 0.99% | |
| SYY | D | 0.99% | |
| AMP | C | 0.98% | |
| TROW | B | 0.98% | |
| DE | D | 0.98% | |
| PLD | C | 0.98% | |
| AWK | B | 0.98% | |
| V | D | 0.98% | |
| JNJ | F | 0.98% | |
| CSCO | C | 0.98% | |
| SCHW | C | 0.98% | |
| TMO | D | 0.97% | |
| PGR | D | 0.97% | |
| BK | A | 0.97% | |
| CHD | C | 0.97% | |
| HCA | C | 0.97% | |
| SQ | D | 0.97% | |
| MSCI | F | 0.96% | |
| INTC | F | 0.96% | |
| GWW | D | 0.96% | |
| SYK | B | 0.96% | |
| SPG | B | 0.96% | |
| TXN | B | 0.96% | |
| FIS | B | 0.96% | |
| CI | D | 0.96% | |
| DIS | D | 0.95% | |
| FTNT | D | 0.95% | |
| QCOM | C | 0.95% | |
| MRVL | C | 0.95% | |
| DELL | C | 0.95% | |
| FAST | F | 0.95% | |
| ORA | C | 0.94% | |
| ADI | B | 0.94% | |
| CAT | C | 0.94% | |
| AMD | B | 0.93% | |
| PHM | D | 0.93% | |
| AXP | C | 0.93% | |
| CSGP | D | 0.92% | |
| LEN | D | 0.91% | |
| STLD | C | 0.91% | |
| PYPL | F | 0.91% | |
| EL | F | 0.9% | |
| MCHP | C | 0.89% | |
| DECK | B | 0.87% |
CHGX Underweight 90 Positions Relative to AIVL
| Symbol | Grade | Weight | |
|---|---|---|---|
| XOM | C | -3.7% | |
| BAC | A | -3.67% | |
| HPE | B | -3.42% | |
| NDAQ | C | -3.12% | |
| OTIS | B | -3.1% | |
| FTV | D | -2.9% | |
| WMB | A | -2.6% | |
| KDP | C | -2.56% | |
| TXT | D | -2.39% | |
| KO | A | -2.38% | |
| NI | B | -2.31% | |
| USB | C | -2.3% | |
| WY | F | -2.24% | |
| PPL | D | -2.15% | |
| ORI | C | -1.96% | |
| MO | B | -1.87% | |
| RTX | D | -1.81% | |
| KMI | A | -1.44% | |
| QGEN | D | -1.34% | |
| HUN | F | -1.26% | |
| HON | B | -1.18% | |
| LKQ | F | -1.11% | |
| PM | B | -1.11% | |
| HEI | B | -1.1% | |
| PFE | C | -1.09% | |
| FR | C | -1.07% | |
| HOLX | C | -1.03% | |
| CNP | A | -0.99% | |
| AMCR | C | -0.88% | |
| KHC | D | -0.8% | |
| LHX | A | -0.76% | |
| TDY | D | -0.72% | |
| ZBH | D | -0.62% | |
| OXY | C | -0.62% | |
| MDU | B | -0.62% | |
| HWM | C | -0.59% | |
| XP | F | -0.58% | |
| MMM | B | -0.58% | |
| CNC | F | -0.58% | |
| CVX | C | -0.57% | |
| HXL | F | -0.55% | |
| CNH | F | -0.55% | |
| BRK.A | C | -0.53% | |
| ESI | B | -0.53% | |
| AM | B | -0.53% | |
| WEN | F | -0.48% | |
| CSX | C | -0.48% | |
| EXEL | B | -0.45% | |
| WH | C | -0.44% | |
| GLW | B | -0.44% | |
| G | D | -0.41% | |
| TECH | D | -0.36% | |
| FDS | D | -0.34% | |
| SBAC | D | -0.33% | |
| RBLX | B | -0.33% | |
| REYN | C | -0.32% | |
| CHRW | B | -0.31% | |
| DXC | C | -0.3% | |
| INCY | B | -0.28% | |
| EQR | A | -0.27% | |
| PCG | D | -0.27% | |
| SRE | B | -0.27% | |
| ASH | D | -0.26% | |
| DCI | D | -0.26% | |
| IWD | B | -0.26% | |
| OGE | C | -0.26% | |
| KMB | B | -0.26% | |
| PEG | B | -0.25% | |
| CAG | D | -0.25% | |
| FLO | D | -0.25% | |
| PINC | F | -0.25% | |
| GIS | D | -0.25% | |
| HRL | F | -0.25% | |
| DOX | D | -0.25% | |
| BAX | F | -0.25% | |
| JCI | C | -0.24% | |
| SIRI | F | -0.24% | |
| DNB | D | -0.24% | |
| ED | D | -0.24% | |
| MOS | D | -0.24% | |
| AEE | D | -0.24% | |
| NFG | D | -0.24% | |
| GNTX | D | -0.24% | |
| UPS | D | -0.24% | |
| AXS | B | -0.24% | |
| LNC | B | -0.24% | |
| BEN | D | -0.24% | |
| XRAY | F | -0.23% | |
| GTES | D | -0.23% | |
| EXC | D | -0.23% |
CHGX: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Drug Manufacturers - Major
Capital Markets
Credit Services
Information Technology Services
Asset Management
Business Services
Computer Systems
Medical Devices
Apparel Stores
Diagnostics & Research
Farm & Construction Equipment
Financial Data & Stock Exchanges
Footwear & Accessories
Household & Personal Products
Industrial Distribution
Insurance Brokers
Internet Content & Information
Media - Diversified
AIVL: Top Represented Industries & Keywords
Industries:
Packaged Foods
Utilities - Regulated Electric
Aerospace & Defense
Diversified Industrials
Biotechnology
Financial Data & Stock Exchanges
Medical Devices
Medical Instruments & Supplies
Utilities - Diversified
Auto Parts
Beverages - Soft Drinks
Capital Markets
Chemicals
Communication Equipment
Diagnostics & Research
Information Technology Services
Insurance - Diversified
Integrated Shipping & Logistics
Oil & Gas E&P
Oil & Gas Integrated
Compare ETFs
