CHGX vs. FTLS ETF Comparison
Comparison of Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) to First Trust Long/Short Equity (FTLS)
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
$39.69
Average Daily Volume
6,282
Number of Holdings
*
100
* may have additional holdings in another (foreign) market
FTLS
First Trust Long/Short Equity
FTLS Description
The investment seeks to provide investors with long-term total return. Under normal circumstances, at least 80% of the fund's assets (plus the amount of any borrowing for investment purposes) will be exposed to U.S. exchange-listed equity securities of U.S. and foreign companies by investing in such securities directly and/or in U.S. exchange-traded funds ("ETFs") that provide exposure to such securities. It may invest up to 20% of its net assets (plus the amount of any borrowing for investment purposes) in U.S. exchange-listed equity index futures contracts. The fund is non-diversified.Grade (RS Rating)
Last Trade
$65.59
Average Daily Volume
128,344
Number of Holdings
*
384
* may have additional holdings in another (foreign) market
Performance
| Period | CHGX | FTLS |
|---|---|---|
| 30 Days | 2.24% | 1.17% |
| 60 Days | 4.05% | 4.53% |
| 90 Days | 5.56% | 3.65% |
| 12 Months | 27.38% | 20.51% |
35 Overlapping Holdings
| Symbol | Grade | Weight in CHGX | Weight in FTLS | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 0.96% | 7.44% | 0.96% | |
| ABT | B | 0.97% | -0.14% | -0.14% | |
| ACN | B | 1.02% | 2.11% | 1.02% | |
| AMD | F | 0.9% | -0.03% | -0.03% | |
| AVGO | D | 1.0% | 1.06% | 1.0% | |
| BK | A | 1.09% | -0.37% | -0.37% | |
| CDNS | B | 1.08% | -0.69% | -0.69% | |
| CMCSA | B | 1.05% | -0.65% | -0.65% | |
| CME | B | 0.99% | 1.57% | 0.99% | |
| DE | B | 0.98% | -0.48% | -0.48% | |
| DIS | B | 1.16% | -0.73% | -0.73% | |
| EA | A | 1.04% | -0.02% | -0.02% | |
| EFX | F | 0.82% | -0.19% | -0.19% | |
| FIS | C | 1.03% | 1.0% | 1.0% | |
| GOOG | C | 1.03% | 1.17% | 1.03% | |
| GOOGL | C | 1.03% | 1.4% | 1.03% | |
| HCA | F | 0.84% | -0.07% | -0.07% | |
| HPQ | B | 0.97% | 1.0% | 0.97% | |
| INTC | C | 1.09% | -0.15% | -0.15% | |
| JNJ | C | 0.88% | 1.85% | 0.88% | |
| LLY | F | 0.79% | 0.84% | 0.79% | |
| MU | D | 0.99% | -0.16% | -0.16% | |
| NFLX | A | 1.15% | -0.15% | -0.15% | |
| NOW | A | 1.17% | -0.35% | -0.35% | |
| NVDA | B | 1.18% | 4.84% | 1.18% | |
| ORCL | A | 1.27% | -0.41% | -0.41% | |
| PANW | B | 1.04% | -0.25% | -0.25% | |
| QCOM | F | 0.9% | 1.88% | 0.9% | |
| SCHW | B | 1.18% | 2.26% | 1.18% | |
| SNPS | B | 1.01% | -0.29% | -0.29% | |
| SYK | B | 1.02% | -0.17% | -0.17% | |
| SYY | D | 0.92% | 0.83% | 0.83% | |
| TMO | F | 0.83% | -0.03% | -0.03% | |
| TXN | C | 0.92% | -0.36% | -0.36% | |
| VRSK | A | 1.01% | -0.55% | -0.55% |
CHGX Overweight 65 Positions Relative to FTLS
| Symbol | Grade | Weight | |
|---|---|---|---|
| FICO | B | 1.29% | |
| CRM | B | 1.26% | |
| SQ | A | 1.21% | |
| AMP | A | 1.2% | |
| CRWD | B | 1.19% | |
| FTNT | C | 1.18% | |
| GWW | B | 1.15% | |
| PYPL | B | 1.14% | |
| ADSK | A | 1.14% | |
| MRVL | B | 1.14% | |
| STLD | B | 1.11% | |
| CSCO | B | 1.1% | |
| INTU | B | 1.07% | |
| AXP | A | 1.07% | |
| V | A | 1.07% | |
| DECK | A | 1.06% | |
| IT | C | 1.05% | |
| ANET | C | 1.05% | |
| ADP | A | 1.05% | |
| AON | A | 1.05% | |
| STT | B | 1.04% | |
| CPRT | B | 1.04% | |
| NDAQ | A | 1.04% | |
| ORLY | B | 1.04% | |
| MCK | A | 1.04% | |
| CAT | B | 1.04% | |
| MA | B | 1.03% | |
| CHD | A | 1.02% | |
| SPG | A | 1.02% | |
| ORA | B | 1.02% | |
| CTSH | B | 1.0% | |
| MSCI | C | 1.0% | |
| CARR | C | 0.99% | |
| WDAY | B | 0.99% | |
| IBM | C | 0.99% | |
| COR | B | 0.98% | |
| ROP | B | 0.98% | |
| PGR | A | 0.98% | |
| TJX | A | 0.98% | |
| SPGI | C | 0.96% | |
| AZO | C | 0.95% | |
| MCO | B | 0.95% | |
| ECL | D | 0.94% | |
| PHM | D | 0.94% | |
| ICE | C | 0.93% | |
| MDT | D | 0.93% | |
| MMC | B | 0.93% | |
| ROST | D | 0.91% | |
| LEN | D | 0.9% | |
| ADBE | C | 0.89% | |
| AWK | C | 0.89% | |
| ADI | D | 0.87% | |
| NKE | F | 0.87% | |
| A | D | 0.87% | |
| GIS | D | 0.86% | |
| PFE | F | 0.86% | |
| PLD | F | 0.86% | |
| AMGN | F | 0.85% | |
| ON | D | 0.83% | |
| ABBV | F | 0.83% | |
| MRK | D | 0.8% | |
| MCHP | F | 0.77% | |
| IQV | F | 0.77% | |
| KLAC | F | 0.76% | |
| MPWR | F | 0.59% |
CHGX Underweight 349 Positions Relative to FTLS
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | D | -4.45% | |
| AMZN | C | -2.74% | |
| TMUS | B | -2.32% | |
| C | A | -2.18% | |
| LOW | C | -2.16% | |
| PM | B | -1.92% | |
| META | D | -1.77% | |
| FDX | B | -1.69% | |
| PH | A | -1.64% | |
| MO | A | -1.51% | |
| VLO | C | -1.43% | |
| MPC | D | -1.37% | |
| USB | A | -1.35% | |
| KMI | A | -1.23% | |
| LNG | A | -1.19% | |
| CL | D | -1.17% | |
| BRK.A | B | -1.13% | |
| ILMN | C | -1.13% | |
| CTAS | B | -1.09% | |
| TRV | B | -1.05% | |
| TFC | A | -1.02% | |
| HWM | A | -0.97% | |
| JPM | A | -0.93% | |
| ALL | A | -0.88% | |
| FANG | C | -0.83% | |
| SYF | B | -0.79% | |
| NTAP | C | -0.75% | |
| PBR | D | -0.73% | |
| JBL | C | -0.73% | |
| TWLO | A | -0.72% | |
| AFL | B | -0.7% | |
| RL | C | -0.67% | |
| EAT | A | -0.65% | |
| TOL | B | -0.65% | |
| CSL | C | -0.6% | |
| PNR | A | -0.56% | |
| CF | A | -0.55% | |
| NVR | D | -0.55% | |
| INSM | C | -0.54% | |
| VLTO | C | -0.49% | |
| BJ | A | -0.47% | |
| MAS | D | -0.46% | |
| GEN | B | -0.45% | |
| VRSN | C | -0.45% | |
| OKTA | C | -0.45% | |
| CROX | D | -0.44% | |
| ZIM | C | -0.44% | |
| FLEX | B | -0.44% | |
| NTRS | A | -0.42% | |
| GL | C | -0.41% | |
| NVS | F | -0.41% | |
| FFIV | B | -0.4% | |
| VICI | C | -0.4% | |
| PENN | C | -0.4% | |
| SWK | D | -0.4% | |
| CAG | F | -0.38% | |
| DBX | B | -0.36% | |
| EXP | B | -0.35% | |
| CRS | B | -0.34% | |
| SNA | A | -0.33% | |
| TKO | A | -0.32% | |
| WRB | A | -0.32% | |
| JAZZ | B | -0.31% | |
| LPX | B | -0.31% | |
| TTC | C | -0.31% | |
| AYI | B | -0.29% | |
| CCK | D | -0.29% | |
| ALLY | C | -0.29% | |
| PI | D | -0.27% | |
| ASO | F | -0.27% | |
| SPYV | A | -0.26% | |
| SCHV | A | -0.26% | |
| IWD | A | -0.26% | |
| EWBC | A | -0.25% | |
| CNK | C | -0.24% | |
| RPRX | D | -0.23% | |
| KNSL | B | -0.22% | |
| AIZ | A | -0.22% | |
| SAM | C | -0.21% | |
| WHD | B | -0.21% | |
| ALSN | B | -0.2% | |
| MGY | A | -0.2% | |
| MSM | C | -0.2% | |
| COLB | B | -0.19% | |
| UHS | D | -0.19% | |
| HRB | D | -0.19% | |
| EXEL | B | -0.19% | |
| THO | B | -0.18% | |
| PNFP | B | -0.17% | |
| ALKS | C | -0.17% | |
| GLBE | B | -0.17% | |
| ADMA | B | -0.17% | |
| CALM | A | -0.16% | |
| UMBF | B | -0.16% | |
| STNG | F | -0.16% | |
| TWST | F | -0.16% | |
| SFM | A | -0.16% | |
| ORI | A | -0.15% | |
| MATX | C | -0.15% | |
| PRI | B | -0.15% | |
| CRC | A | -0.15% | |
| SKYW | C | -0.15% | |
| GM | C | -0.14% | |
| AXS | A | -0.14% | |
| CSWI | B | -0.13% | |
| PAA | B | -0.13% | |
| GMS | B | -0.13% | |
| CBSH | B | -0.13% | |
| CBT | D | -0.13% | |
| LEG | F | -0.13% | |
| LOGI | D | -0.13% | |
| GFF | A | -0.13% | |
| BFH | C | -0.13% | |
| SIGI | C | -0.13% | |
| FTDR | B | -0.12% | |
| SMPL | B | -0.12% | |
| ZWS | B | -0.12% | |
| VRNA | B | -0.12% | |
| MTG | C | -0.12% | |
| TCBI | C | -0.11% | |
| AM | A | -0.11% | |
| ENLC | A | -0.11% | |
| HESM | B | -0.11% | |
| OPCH | D | -0.11% | |
| PPC | C | -0.11% | |
| BFAM | D | -0.11% | |
| WGO | C | -0.11% | |
| KRG | B | -0.11% | |
| TBBK | B | -0.1% | |
| LOPE | C | -0.1% | |
| THG | A | -0.1% | |
| MMS | F | -0.1% | |
| ABM | B | -0.1% | |
| NSA | C | -0.1% | |
| ESNT | F | -0.09% | |
| KFY | B | -0.09% | |
| PRGS | A | -0.09% | |
| DBRG | F | -0.09% | |
| CARG | B | -0.09% | |
| VCYT | B | -0.09% | |
| CUBI | B | -0.09% | |
| LCII | C | -0.09% | |
| YOU | D | -0.09% | |
| GRBK | D | -0.09% | |
| EXTR | C | -0.09% | |
| GBCI | B | -0.09% | |
| LANC | C | -0.08% | |
| UBSI | B | -0.08% | |
| RDFN | D | -0.08% | |
| TXG | F | -0.08% | |
| EPR | C | -0.08% | |
| KMPR | A | -0.08% | |
| BOH | B | -0.08% | |
| FOLD | F | -0.08% | |
| RLI | A | -0.08% | |
| PAYO | A | -0.08% | |
| NMIH | C | -0.07% | |
| EBC | B | -0.07% | |
| BCRX | D | -0.07% | |
| FHB | B | -0.07% | |
| PBH | A | -0.07% | |
| PLXS | B | -0.07% | |
| WMB | A | -0.07% | |
| REVG | C | -0.07% | |
| AVNT | B | -0.07% | |
| HAYW | B | -0.07% | |
| AZZ | A | -0.07% | |
| ICFI | F | -0.06% | |
| ADUS | D | -0.06% | |
| WFG | C | -0.06% | |
| BRC | D | -0.06% | |
| OTEX | F | -0.06% | |
| PLMR | A | -0.06% | |
| AUB | B | -0.06% | |
| ROIC | A | -0.06% | |
| SUPN | C | -0.06% | |
| MQ | D | -0.06% | |
| COLL | F | -0.05% | |
| TRMD | F | -0.05% | |
| GSL | F | -0.05% | |
| AMPH | F | -0.05% | |
| CDNA | D | -0.04% | |
| MYGN | F | -0.04% | |
| VSAT | F | --0.01% | |
| VIST | B | --0.02% | |
| CBU | B | --0.02% | |
| AMRK | F | --0.02% | |
| GPRE | F | --0.02% | |
| RXST | F | --0.02% | |
| DNB | B | --0.02% | |
| COTY | F | --0.02% | |
| HLN | C | --0.02% | |
| KD | B | --0.02% | |
| RIVN | F | --0.02% | |
| SAIA | B | --0.02% | |
| FRO | D | --0.02% | |
| HON | C | --0.02% | |
| LKFN | C | --0.02% | |
| COHR | B | --0.02% | |
| UWMC | D | --0.02% | |
| WOLF | F | --0.02% | |
| AER | A | --0.02% | |
| IBOC | B | --0.02% | |
| NVEE | F | --0.02% | |
| CVX | A | --0.02% | |
| RUN | F | --0.02% | |
| ENS | F | --0.02% | |
| ARM | F | --0.02% | |
| FSLR | F | --0.02% | |
| ASPN | F | --0.02% | |
| OSK | C | --0.03% | |
| BE | B | --0.03% | |
| UTZ | D | --0.03% | |
| HHH | B | --0.03% | |
| PRCT | B | --0.03% | |
| WMT | A | --0.03% | |
| PAR | A | --0.03% | |
| ICHR | C | --0.03% | |
| CNNE | B | --0.03% | |
| GE | D | --0.03% | |
| GKOS | B | --0.03% | |
| BVN | D | --0.03% | |
| BURL | B | --0.03% | |
| SDGR | C | --0.03% | |
| NEOG | F | --0.03% | |
| OSIS | A | --0.03% | |
| NWSA | A | --0.03% | |
| RDY | F | --0.03% | |
| CLH | C | --0.03% | |
| PSMT | D | --0.03% | |
| ARLO | C | --0.03% | |
| AMRC | F | --0.03% | |
| AZTA | D | --0.03% | |
| DIOD | D | --0.03% | |
| SLGN | A | --0.03% | |
| FAST | B | --0.03% | |
| BIRK | D | --0.03% | |
| STZ | D | --0.04% | |
| CTRA | B | --0.04% | |
| GATX | A | --0.04% | |
| ATEC | C | --0.04% | |
| CFLT | B | --0.04% | |
| EQT | B | --0.04% | |
| ERJ | A | --0.04% | |
| AMAT | F | --0.04% | |
| APO | B | --0.04% | |
| FFIN | B | --0.04% | |
| TFIN | B | --0.04% | |
| MARA | B | --0.04% | |
| IRTC | C | --0.04% | |
| CRDO | B | --0.04% | |
| APPN | B | --0.04% | |
| ENR | B | --0.04% | |
| RCL | A | --0.04% | |
| RH | C | --0.04% | |
| ALB | B | --0.04% | |
| LMND | B | --0.05% | |
| SOFI | B | --0.05% | |
| AEO | F | --0.05% | |
| ACVA | B | --0.05% | |
| ACIW | B | --0.05% | |
| VRRM | F | --0.05% | |
| UPST | B | --0.05% | |
| LYFT | C | --0.05% | |
| DLB | B | --0.06% | |
| CDW | F | --0.06% | |
| COP | C | --0.06% | |
| TTD | B | --0.06% | |
| ZD | B | --0.06% | |
| WST | C | --0.06% | |
| MSA | F | --0.06% | |
| VAL | F | --0.06% | |
| VNT | C | --0.07% | |
| KTOS | B | --0.07% | |
| MMYT | B | --0.07% | |
| BA | F | --0.07% | |
| MUFG | B | --0.07% | |
| SSB | B | --0.07% | |
| SE | A | --0.07% | |
| AVY | F | --0.07% | |
| IDCC | B | --0.07% | |
| AVAV | C | --0.07% | |
| MAT | D | --0.08% | |
| CCOI | B | --0.08% | |
| NSIT | F | --0.08% | |
| NXPI | D | --0.08% | |
| R | B | --0.09% | |
| TRMB | B | --0.09% | |
| DY | D | --0.09% | |
| STM | F | --0.1% | |
| GPC | D | --0.1% | |
| VVV | D | --0.1% | |
| ING | F | --0.1% | |
| HII | F | --0.11% | |
| ARGX | B | --0.11% | |
| HAE | C | --0.11% | |
| KEYS | A | --0.12% | |
| SLB | C | --0.12% | |
| HQY | A | --0.13% | |
| BKR | A | --0.13% | |
| STE | D | --0.13% | |
| PKG | A | --0.15% | |
| TM | F | --0.15% | |
| ASX | D | --0.15% | |
| IPG | D | --0.16% | |
| INFY | C | --0.16% | |
| GSK | F | --0.16% | |
| VMC | B | --0.16% | |
| URI | C | --0.2% | |
| GWRE | A | --0.2% | |
| BWXT | B | --0.2% | |
| FMX | F | --0.2% | |
| HSBC | A | --0.21% | |
| PCAR | B | --0.22% | |
| DEO | F | --0.22% | |
| CCEP | C | --0.23% | |
| KR | B | --0.25% | |
| TYL | B | --0.25% | |
| GEHC | D | --0.26% | |
| PG | C | --0.26% | |
| SAP | B | --0.27% | |
| OMC | C | --0.27% | |
| NSC | B | --0.27% | |
| BABA | D | --0.28% | |
| MMM | D | --0.3% | |
| WAT | C | --0.3% | |
| UL | D | --0.3% | |
| LMT | D | --0.32% | |
| ISRG | A | --0.32% | |
| TSLA | B | --0.32% | |
| MDLZ | F | --0.33% | |
| TTWO | A | --0.33% | |
| CMI | A | --0.36% | |
| ZBH | C | --0.36% | |
| HDB | C | --0.38% | |
| UNH | B | --0.4% | |
| MCD | D | --0.41% | |
| ASML | F | --0.41% | |
| MSI | B | --0.43% | |
| XOM | B | --0.45% | |
| MLM | C | --0.46% | |
| WM | B | --0.47% | |
| PNC | B | --0.51% | |
| GD | D | --0.52% | |
| PAYX | B | --0.57% | |
| PEP | F | --0.57% | |
| ETN | A | --0.58% | |
| LIN | C | --0.59% | |
| APD | A | --0.7% |
CHGX: Top Represented Industries & Keywords
Industries:
Semiconductors
Software - Application
Drug Manufacturers - Major
Business Services
Capital Markets
Credit Services
Information Technology Services
Asset Management
Diagnostics & Research
Financial Data & Stock Exchanges
Medical Devices
Software - Infrastructure
Apparel Stores
Computer Systems
Farm & Construction Equipment
Footwear & Accessories
Insurance Brokers
Internet Content & Information
Media - Diversified
Medical Distribution
Keywords:
S&P 500
Nasdaq 100
Computing
Dow Jones Component
Integrated Circuits
Work From Home
Insurance
Mobile Devices
Semiconductor
Cloud Computing
Electronics
Smartphones
Telecommunications
Ethernet
IBD 50
Operating System
Payment Systems
Pharmaceutical Products
Risk Management
Electronic Engineering
FTLS: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Software - Application
Semiconductors
Software - Infrastructure
Biotechnology
Insurance - Property & Casualty
Business Services
Building Materials
Diversified Industrials
Aerospace & Defense
Diagnostics & Research
Medical Instruments & Supplies
Oil & Gas E&P
Banks - Global
Information Technology Services
Oil & Gas Midstream
Packaged Foods
Specialty Retail
Drug Manufacturers - Specialty & Generic
Electronic Components
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