CHGX vs. NWLG ETF Comparison

Comparison of Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) to Nuveen Winslow Large-Cap Growth ESG ETF (NWLG)

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

$39.96

Average Daily Volume

6,526

Number of Holdings ^*

100

* may have additional holdings in another (foreign) market

NWLG

Nuveen Winslow Large-Cap Growth ESG ETF

NWLG Description

The investment seeks to provide long-term capital appreciation. The fund invests primarily in exchange-traded equity securities of large-cap U.S. companies that exhibit ESG characteristics. It invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in exchange-traded equity securities of companies with large capitalizations at the time of purchase. The fund may invest up to 20% of its net assets in non-U.S. equity securities listed on a foreign exchange that trade on such exchange contemporaneously with the shares of the fund.

Grade (RS Rating)

Last Trade

$33.65

Average Daily Volume

821

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	CHGX	NWLG
30 Days	3.66%	3.69%
60 Days	4.50%	5.11%
90 Days	6.28%	6.29%
12 Months	28.25%	36.57%

21 Overlapping Holdings

Symbol	Grade	Weight in CHGX	Weight in NWLG	Overlap
AAPL	C	0.96%	5.8%	0.96%
ADBE	C	0.89%	0.81%	0.81%
AMD	F	0.9%	1.28%	0.9%
ANET	C	1.05%	1.4%	1.05%
AVGO	D	1.0%	2.73%	1.0%
ECL	D	0.94%	0.96%	0.94%
FICO	B	1.29%	1.81%	1.29%
GOOG	C	1.03%	2.8%	1.03%
GOOGL	C	1.03%	3.26%	1.03%
INTU	C	1.07%	2.1%	1.07%
LLY	F	0.79%	1.89%	0.79%
MA	C	1.03%	2.79%	1.03%
NFLX	A	1.15%	2.02%	1.15%
NOW	A	1.17%	1.92%	1.17%
NVDA	C	1.18%	9.85%	1.18%
ORCL	B	1.27%	2.06%	1.27%
ORLY	B	1.04%	1.2%	1.04%
SNPS	B	1.01%	0.99%	0.99%
SYK	C	1.02%	1.2%	1.02%
TXN	C	0.92%	1.12%	0.92%
WDAY	B	0.99%	2.31%	0.99%

CHGX Overweight 79 Positions Relative to NWLG

Symbol	Grade	Weight
CRM	B	1.26%
SQ	B	1.21%
AMP	A	1.2%
CRWD	B	1.19%
FTNT	C	1.18%
SCHW	B	1.18%
DIS	B	1.16%
GWW	B	1.15%
PYPL	B	1.14%
ADSK	A	1.14%
MRVL	B	1.14%
STLD	B	1.11%
CSCO	B	1.1%
INTC	D	1.09%
BK	A	1.09%
CDNS	B	1.08%
AXP	A	1.07%
V	A	1.07%
DECK	A	1.06%
IT	C	1.05%
ADP	B	1.05%
AON	A	1.05%
CMCSA	B	1.05%
EA	A	1.04%
STT	A	1.04%
CPRT	A	1.04%
NDAQ	A	1.04%
PANW	C	1.04%
MCK	B	1.04%
CAT	B	1.04%
FIS	C	1.03%
CHD	B	1.02%
ACN	C	1.02%
SPG	B	1.02%
ORA	B	1.02%
VRSK	A	1.01%
CTSH	B	1.0%
MSCI	C	1.0%
CARR	D	0.99%
MU	D	0.99%
IBM	C	0.99%
CME	A	0.99%
COR	B	0.98%
ROP	B	0.98%
PGR	A	0.98%
TJX	A	0.98%
DE	A	0.98%
HPQ	B	0.97%
ABT	B	0.97%
SPGI	C	0.96%
AZO	C	0.95%
MCO	B	0.95%
PHM	D	0.94%
ICE	C	0.93%
MDT	D	0.93%
MMC	B	0.93%
SYY	B	0.92%
ROST	C	0.91%
LEN	D	0.9%
QCOM	F	0.9%
AWK	D	0.89%
JNJ	D	0.88%
ADI	D	0.87%
NKE	D	0.87%
A	D	0.87%
GIS	D	0.86%
PFE	D	0.86%
PLD	D	0.86%
AMGN	D	0.85%
HCA	F	0.84%
ON	D	0.83%
ABBV	D	0.83%
TMO	F	0.83%
EFX	F	0.82%
MRK	F	0.8%
MCHP	D	0.77%
IQV	D	0.77%
KLAC	D	0.76%
MPWR	F	0.59%

CHGX Underweight 21 Positions Relative to NWLG

Symbol	Grade	Weight
MSFT	F	-12.09%
AMZN	C	-8.8%
TT	A	-2.84%
SPOT	B	-2.61%
ISRG	A	-2.42%
KKR	A	-2.07%
BKNG	A	-2.04%
MELI	D	-1.91%
GE	D	-1.85%
CMG	B	-1.6%
SHOP	B	-1.44%
LRCX	F	-1.27%
ASML	F	-1.2%
APH	A	-1.15%
FI	A	-1.14%
HLT	A	-1.04%
BSX	B	-0.99%
VMC	B	-0.96%
WCN	A	-0.9%
ALNY	D	-0.85%
UBER	D	-0.5%