CHGX vs. ESGY ETF Comparison
Comparison of Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) to American Century Sustainable Growth ETF (ESGY)
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
$38.39
Average Daily Volume
6,370
99
ESGY
American Century Sustainable Growth ETF
ESGY Description
The investment seeks capital appreciation. The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stockâs growth and value potential with environmental, social, and governance (ESG) metrics. Under normal market conditions, it will invest at least 80% of its assets in sustainable securities. The fund is non-diversified.Grade (RS Rating)
Last Trade
$55.12
Average Daily Volume
929
86
Performance
Period | CHGX | ESGY |
---|---|---|
30 Days | 2.62% | 2.35% |
60 Days | 5.61% | 5.09% |
90 Days | 6.18% | 0.83% |
12 Months | 30.59% | 37.81% |
31 Overlapping Holdings
Symbol | Grade | Weight in CHGX | Weight in ESGY | Overlap | |
---|---|---|---|---|---|
A | C | 1.01% | 0.47% | 0.47% | |
AAPL | C | 0.98% | 11.15% | 0.98% | |
ABBV | B | 0.96% | 0.9% | 0.9% | |
ACN | C | 1.02% | 0.6% | 0.6% | |
ADBE | F | 0.88% | 0.55% | 0.55% | |
ADI | C | 0.97% | 0.4% | 0.4% | |
ADP | C | 0.98% | 0.52% | 0.52% | |
AMD | C | 1.11% | 1.5% | 1.11% | |
AVGO | C | 1.08% | 1.53% | 1.08% | |
CDNS | D | 1.0% | 1.01% | 1.0% | |
CPRT | D | 0.97% | 0.16% | 0.16% | |
CRM | C | 1.07% | 0.7% | 0.7% | |
CRWD | D | 1.0% | 0.49% | 0.49% | |
DE | A | 1.05% | 0.12% | 0.12% | |
DECK | C | 0.97% | 0.41% | 0.41% | |
GOOGL | D | 0.98% | 7.38% | 0.98% | |
GWW | B | 1.04% | 0.14% | 0.14% | |
INTU | D | 0.99% | 0.8% | 0.8% | |
LLY | D | 0.93% | 2.33% | 0.93% | |
MA | B | 1.0% | 1.6% | 1.0% | |
NFLX | B | 1.0% | 0.37% | 0.37% | |
NOW | C | 1.02% | 0.95% | 0.95% | |
NVDA | C | 1.02% | 11.43% | 1.02% | |
PANW | D | 0.92% | 0.36% | 0.36% | |
PGR | C | 0.98% | 0.46% | 0.46% | |
SPGI | C | 0.98% | 0.38% | 0.38% | |
SQ | D | 0.99% | 0.3% | 0.3% | |
SYY | C | 0.98% | 0.33% | 0.33% | |
TJX | C | 0.99% | 1.02% | 0.99% | |
V | C | 0.97% | 3.03% | 0.97% | |
WDAY | D | 0.92% | 0.69% | 0.69% |
CHGX Overweight 68 Positions Relative to ESGY
Symbol | Grade | Weight | |
---|---|---|---|
ORCL | B | 1.17% | |
MU | D | 1.12% | |
IBM | B | 1.09% | |
PYPL | B | 1.09% | |
FICO | B | 1.09% | |
ANET | C | 1.08% | |
CARR | B | 1.08% | |
CAT | B | 1.08% | |
INTC | D | 1.07% | |
NKE | D | 1.06% | |
PHM | B | 1.05% | |
DIS | D | 1.04% | |
ADSK | B | 1.04% | |
CSCO | B | 1.03% | |
STLD | C | 1.03% | |
BK | B | 1.03% | |
IT | C | 1.03% | |
ORA | B | 1.02% | |
CMCSA | C | 1.02% | |
AXP | B | 1.02% | |
AMP | B | 1.02% | |
GIS | B | 1.01% | |
ORLY | B | 1.01% | |
STT | B | 1.0% | |
CME | B | 1.0% | |
ROST | C | 1.0% | |
HPQ | C | 1.0% | |
HCA | B | 1.0% | |
SYK | C | 0.99% | |
AZO | B | 0.99% | |
LEN | B | 0.99% | |
FIS | C | 0.99% | |
FTNT | B | 0.99% | |
NDAQ | C | 0.99% | |
TMO | B | 0.99% | |
MDT | B | 0.99% | |
CHD | C | 0.99% | |
ECL | B | 0.99% | |
AON | B | 0.99% | |
MPWR | B | 0.99% | |
SNPS | F | 0.98% | |
GOOG | D | 0.98% | |
CTSH | B | 0.98% | |
SPG | B | 0.98% | |
ABT | C | 0.98% | |
ROP | C | 0.98% | |
PFE | D | 0.98% | |
AWK | C | 0.98% | |
SCHW | D | 0.97% | |
KLAC | D | 0.97% | |
MMC | C | 0.97% | |
QCOM | D | 0.97% | |
VRSK | D | 0.96% | |
MCO | C | 0.96% | |
JNJ | C | 0.96% | |
TXN | B | 0.96% | |
MSCI | C | 0.96% | |
MCHP | D | 0.96% | |
ICE | C | 0.96% | |
PLD | C | 0.96% | |
MRVL | D | 0.95% | |
MRK | F | 0.94% | |
AMGN | D | 0.94% | |
ON | D | 0.93% | |
EA | D | 0.93% | |
EFX | C | 0.93% | |
IQV | D | 0.92% | |
MCK | F | 0.84% |
CHGX Underweight 55 Positions Relative to ESGY
Symbol | Grade | Weight | |
---|---|---|---|
MSFT | C | -14.85% | |
AMZN | C | -5.37% | |
META | B | -3.51% | |
NVO | F | -1.5% | |
AMAT | D | -1.41% | |
TSLA | C | -1.36% | |
HD | B | -1.26% | |
UNH | C | -1.09% | |
PEP | D | -0.95% | |
UBER | C | -0.86% | |
ASML | F | -0.79% | |
TT | B | -0.77% | |
IDXX | D | -0.7% | |
KO | B | -0.66% | |
LIN | B | -0.63% | |
VRTX | D | -0.63% | |
HLT | B | -0.59% | |
FDX | D | -0.56% | |
CI | C | -0.54% | |
ZTS | B | -0.5% | |
APTV | D | -0.49% | |
EQIX | B | -0.43% | |
UNP | D | -0.42% | |
CDW | D | -0.42% | |
DHR | B | -0.4% | |
CMG | D | -0.39% | |
SLB | F | -0.37% | |
ABNB | D | -0.35% | |
YETI | D | -0.34% | |
SNOW | F | -0.32% | |
KEYS | B | -0.32% | |
COST | C | -0.31% | |
OKTA | F | -0.31% | |
ULTA | D | -0.31% | |
XYL | C | -0.29% | |
TGT | C | -0.29% | |
DDOG | D | -0.28% | |
KMX | D | -0.27% | |
UPS | D | -0.26% | |
ETN | C | -0.25% | |
MDLZ | C | -0.25% | |
DT | C | -0.25% | |
EBAY | B | -0.24% | |
WST | D | -0.24% | |
POOL | C | -0.23% | |
ELV | D | -0.21% | |
SAIA | D | -0.16% | |
TREX | F | -0.15% | |
MDB | D | -0.14% | |
PDFS | D | -0.14% | |
CROX | C | -0.14% | |
BURL | C | -0.1% | |
URI | B | -0.08% | |
DXCM | F | -0.07% | |
LULU | D | -0.06% |
CHGX: Top Represented Industries & Keywords
ESGY: Top Represented Industries & Keywords