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

Number of Holdings *

99

* may have additional holdings in another (foreign) market
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 stock’s 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

Number of Holdings *

86

* may have additional holdings in another (foreign) market
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%
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