CHGX vs. SEF ETF Comparison
Comparison of Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) to ProShares Short Financials (SEF)
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
SEF
ProShares Short Financials
SEF Description
The investment seeks daily investment results, before fees and expenses, that correspond to the inverse (-1x) of the daily performance of the Dow Jones U.S. FinancialsSM Index. The fund invests in derivatives that ProShare Advisors believes, in combination, should have similar daily return characteristics as the inverse (-1x) of the daily return of the index. The index measures the performance of the financial services sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$34.22
Average Daily Volume
11,534
Number of Holdings
*
97
* may have additional holdings in another (foreign) market
Performance
| Period | CHGX | SEF |
|---|---|---|
| 30 Days | 3.66% | -7.06% |
| 60 Days | 4.50% | -9.74% |
| 90 Days | 6.28% | -11.63% |
| 12 Months | 28.25% | -26.67% |
18 Overlapping Holdings
| Symbol | Grade | Weight in CHGX | Weight in SEF | Overlap | |
|---|---|---|---|---|---|
| AMP | A | 1.2% | 0.37% | 0.37% | |
| AON | A | 1.05% | 0.83% | 0.83% | |
| AXP | A | 1.07% | 1.49% | 1.07% | |
| BK | A | 1.09% | 0.65% | 0.65% | |
| CME | A | 0.99% | 1.25% | 0.99% | |
| ICE | C | 0.93% | 0.91% | 0.91% | |
| MA | C | 1.03% | 4.83% | 1.03% | |
| MCO | B | 0.95% | 0.7% | 0.7% | |
| MMC | B | 0.93% | 0.97% | 0.93% | |
| MSCI | C | 1.0% | 0.4% | 0.4% | |
| NDAQ | A | 1.04% | 0.21% | 0.21% | |
| PGR | A | 0.98% | 0.75% | 0.75% | |
| PLD | D | 0.86% | 1.0% | 0.86% | |
| SCHW | B | 1.18% | 0.93% | 0.93% | |
| SPG | B | 1.02% | 0.76% | 0.76% | |
| SPGI | C | 0.96% | 1.22% | 0.96% | |
| STT | A | 1.04% | 0.5% | 0.5% | |
| V | A | 1.07% | 5.88% | 1.07% |
CHGX Overweight 82 Positions Relative to SEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| FICO | B | 1.29% | |
| ORCL | B | 1.27% | |
| CRM | B | 1.26% | |
| SQ | B | 1.21% | |
| CRWD | B | 1.19% | |
| NVDA | C | 1.18% | |
| FTNT | C | 1.18% | |
| NOW | A | 1.17% | |
| DIS | B | 1.16% | |
| NFLX | A | 1.15% | |
| 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% | |
| CDNS | B | 1.08% | |
| INTU | C | 1.07% | |
| DECK | A | 1.06% | |
| IT | C | 1.05% | |
| ANET | C | 1.05% | |
| ADP | B | 1.05% | |
| CMCSA | B | 1.05% | |
| EA | A | 1.04% | |
| CPRT | A | 1.04% | |
| ORLY | B | 1.04% | |
| PANW | C | 1.04% | |
| MCK | B | 1.04% | |
| CAT | B | 1.04% | |
| FIS | C | 1.03% | |
| GOOG | C | 1.03% | |
| GOOGL | C | 1.03% | |
| CHD | B | 1.02% | |
| ACN | C | 1.02% | |
| SYK | C | 1.02% | |
| ORA | B | 1.02% | |
| VRSK | A | 1.01% | |
| SNPS | B | 1.01% | |
| CTSH | B | 1.0% | |
| AVGO | D | 1.0% | |
| CARR | D | 0.99% | |
| MU | D | 0.99% | |
| WDAY | B | 0.99% | |
| IBM | C | 0.99% | |
| COR | B | 0.98% | |
| ROP | B | 0.98% | |
| TJX | A | 0.98% | |
| DE | A | 0.98% | |
| HPQ | B | 0.97% | |
| ABT | B | 0.97% | |
| AAPL | C | 0.96% | |
| AZO | C | 0.95% | |
| ECL | D | 0.94% | |
| PHM | D | 0.94% | |
| MDT | D | 0.93% | |
| TXN | C | 0.92% | |
| SYY | B | 0.92% | |
| ROST | C | 0.91% | |
| LEN | D | 0.9% | |
| AMD | F | 0.9% | |
| QCOM | F | 0.9% | |
| ADBE | C | 0.89% | |
| 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% | |
| 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% | |
| LLY | F | 0.79% | |
| MCHP | D | 0.77% | |
| IQV | D | 0.77% | |
| KLAC | D | 0.76% | |
| MPWR | F | 0.59% |
CHGX Underweight 79 Positions Relative to SEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | -7.56% | |
| JPM | A | -7.27% | |
| BAC | A | -4.46% | |
| WFC | A | -3.19% | |
| C | A | -2.98% | |
| AMT | D | -1.74% | |
| GS | A | -1.34% | |
| USB | A | -1.32% | |
| TFC | A | -1.27% | |
| MS | A | -1.19% | |
| CB | C | -1.17% | |
| PNC | B | -1.13% | |
| BLK | C | -1.06% | |
| CCI | D | -1.02% | |
| EQIX | A | -0.84% | |
| COF | B | -0.81% | |
| AIG | B | -0.77% | |
| MET | A | -0.69% | |
| BX | A | -0.67% | |
| PRU | A | -0.66% | |
| AFL | B | -0.66% | |
| ALL | A | -0.64% | |
| TRV | B | -0.61% | |
| WELL | A | -0.59% | |
| PSA | D | -0.56% | |
| TROW | B | -0.52% | |
| AVB | B | -0.51% | |
| SBAC | D | -0.48% | |
| EQR | B | -0.48% | |
| DLR | B | -0.44% | |
| WTW | B | -0.44% | |
| DFS | B | -0.44% | |
| O | D | -0.42% | |
| CSGP | D | -0.4% | |
| WY | D | -0.39% | |
| NTRS | A | -0.39% | |
| VTR | C | -0.37% | |
| HIG | B | -0.37% | |
| SYF | B | -0.36% | |
| MTB | A | -0.36% | |
| FITB | A | -0.35% | |
| BXP | D | -0.34% | |
| CBRE | B | -0.34% | |
| ESS | B | -0.34% | |
| ARE | D | -0.32% | |
| KEY | B | -0.32% | |
| ACGL | D | -0.31% | |
| CFG | B | -0.3% | |
| DOC | D | -0.3% | |
| AJG | B | -0.3% | |
| INVH | D | -0.28% | |
| MKL | A | -0.28% | |
| RF | A | -0.27% | |
| CINF | A | -0.27% | |
| HBAN | A | -0.26% | |
| MAA | B | -0.26% | |
| PFG | D | -0.25% | |
| MKTX | D | -0.24% | |
| WPC | D | -0.24% | |
| SUI | D | -0.24% | |
| EXR | D | -0.24% | |
| L | A | -0.23% | |
| NLY | C | -0.23% | |
| UDR | B | -0.23% | |
| HST | C | -0.22% | |
| ELS | C | -0.22% | |
| FNF | B | -0.22% | |
| RJF | A | -0.2% | |
| LNC | B | -0.2% | |
| EG | C | -0.19% | |
| MPW | F | -0.19% | |
| ALLY | C | -0.19% | |
| EQH | B | -0.19% | |
| GL | B | -0.18% | |
| FDS | B | -0.18% | |
| REG | B | -0.18% | |
| VNO | B | -0.18% | |
| CPT | B | -0.18% | |
| WRB | A | -0.17% |
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
SEF: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Capital Markets
REIT - Residential
Insurance - Property & Casualty
Asset Management
Credit Services
Insurance - Life
Insurance - Diversified
Banks - Global
Insurance Brokers
REIT - Diversified
REIT - Healthcare Facilities
REIT - Office
Financial Data & Stock Exchanges
REIT - Industrial
REIT - Retail
Real Estate Services
Telecom Services
Insurance - Reinsurance
Insurance - Specialty
Keywords:
S&P 500
Insurance
Real Estate Investment Trust
Bank
Banking
Insurance Products
Investment Bank
Cash Management
Financial Products
Investment Management
Disability
Real Estate Market
Casualty Insurance
Commercial Banking
Life Insurance
Investment Product
Risk Management Services
Actuarial Science
Advisory Services
Asset Management Services
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