CHGX vs. XRLV ETF Comparison
Comparison of Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) to PowerShares S&P 500 ex-Rate Sensitive Low Volatility Portfolio (XRLV)
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
$36.16
Average Daily Volume
8,588
Number of Holdings
*
99
* may have additional holdings in another (foreign) market
XRLV
PowerShares S&P 500 ex-Rate Sensitive Low Volatility Portfolio
XRLV Description
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Low Volatility Rate Response Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to include stocks exhibiting low volatility characteristics, after removing stocks that historically have performed poorly in rising interest rate environments. The fund is non-diversified.Grade (RS Rating)
Last Trade
$49.16
Average Daily Volume
1,465
Number of Holdings
*
97
* may have additional holdings in another (foreign) market
Performance
| Period | CHGX | XRLV |
|---|---|---|
| 30 Days | 2.66% | 2.19% |
| 60 Days | 3.72% | 1.37% |
| 90 Days | -1.44% | -1.21% |
| 12 Months | 18.31% | 6.82% |
23 Overlapping Holdings
| Symbol | Grade | Weight in CHGX | Weight in XRLV | Overlap | |
|---|---|---|---|---|---|
| AAPL | B | 1.05% | 1.02% | 1.02% | |
| ABBV | B | 1.04% | 0.98% | 0.98% | |
| ABT | D | 1.0% | 0.96% | 0.96% | |
| ADP | D | 0.99% | 0.91% | 0.91% | |
| AMP | C | 0.98% | 0.9% | 0.9% | |
| CHD | C | 0.97% | 1.0% | 0.97% | |
| CME | D | 0.93% | 0.92% | 0.92% | |
| CSCO | C | 0.98% | 0.9% | 0.9% | |
| EA | B | 1.03% | 1.11% | 1.03% | |
| ECL | B | 1.02% | 0.96% | 0.96% | |
| ICE | A | 1.0% | 1.09% | 1.0% | |
| JNJ | F | 0.98% | 1.13% | 0.98% | |
| MA | D | 0.99% | 1.06% | 0.99% | |
| MCK | B | 1.03% | 0.98% | 0.98% | |
| MDT | D | 0.96% | 0.9% | 0.9% | |
| MMC | B | 1.01% | 1.22% | 1.01% | |
| MRK | C | 1.03% | 1.0% | 1.0% | |
| ROP | A | 1.02% | 1.26% | 1.02% | |
| ROST | B | 1.03% | 0.99% | 0.99% | |
| SYY | D | 0.99% | 0.94% | 0.94% | |
| TJX | A | 1.04% | 1.24% | 1.04% | |
| V | D | 0.98% | 1.17% | 0.98% | |
| VRSK | A | 1.04% | 1.04% | 1.04% |
CHGX Overweight 76 Positions Relative to XRLV
| Symbol | Grade | Weight | |
|---|---|---|---|
| CRWD | B | 1.17% | |
| ORCL | B | 1.16% | |
| AVGO | C | 1.16% | |
| ADSK | B | 1.15% | |
| ADBE | B | 1.14% | |
| ORLY | B | 1.09% | |
| NOW | B | 1.09% | |
| MU | C | 1.08% | |
| ANET | A | 1.07% | |
| CDNS | B | 1.05% | |
| AZO | B | 1.05% | |
| INTU | B | 1.05% | |
| MPWR | B | 1.05% | |
| REGN | B | 1.05% | |
| LLY | A | 1.05% | |
| ACN | D | 1.05% | |
| MCO | A | 1.04% | |
| PANW | B | 1.04% | |
| IT | B | 1.04% | |
| NVDA | B | 1.04% | |
| AON | C | 1.03% | |
| SNPS | B | 1.03% | |
| IBM | B | 1.02% | |
| CTSH | C | 1.01% | |
| GOOGL | B | 1.01% | |
| GOOG | B | 1.01% | |
| AMGN | B | 1.01% | |
| SPGI | B | 1.01% | |
| NFLX | B | 1.01% | |
| KLAC | B | 1.01% | |
| WDAY | D | 1.0% | |
| CPRT | C | 1.0% | |
| A | D | 1.0% | |
| NKE | F | 0.99% | |
| CARR | B | 0.99% | |
| CRM | D | 0.99% | |
| TROW | B | 0.98% | |
| DE | D | 0.98% | |
| PLD | C | 0.98% | |
| AWK | B | 0.98% | |
| SCHW | C | 0.98% | |
| TMO | D | 0.97% | |
| PGR | D | 0.97% | |
| BK | A | 0.97% | |
| HCA | C | 0.97% | |
| SQ | D | 0.97% | |
| MSCI | F | 0.96% | |
| INTC | F | 0.96% | |
| GWW | D | 0.96% | |
| SYK | B | 0.96% | |
| SPG | B | 0.96% | |
| TXN | B | 0.96% | |
| HPQ | B | 0.96% | |
| FIS | B | 0.96% | |
| CI | D | 0.96% | |
| DIS | D | 0.95% | |
| FTNT | D | 0.95% | |
| QCOM | C | 0.95% | |
| MRVL | C | 0.95% | |
| DELL | C | 0.95% | |
| FAST | F | 0.95% | |
| ORA | C | 0.94% | |
| ADI | B | 0.94% | |
| CAT | C | 0.94% | |
| PPG | D | 0.94% | |
| AMD | B | 0.93% | |
| PHM | D | 0.93% | |
| CMCSA | C | 0.93% | |
| AXP | C | 0.93% | |
| CSGP | D | 0.92% | |
| LEN | D | 0.91% | |
| STLD | C | 0.91% | |
| PYPL | F | 0.91% | |
| EL | F | 0.9% | |
| MCHP | C | 0.89% | |
| DECK | B | 0.87% |
CHGX Underweight 74 Positions Relative to XRLV
| Symbol | Grade | Weight | |
|---|---|---|---|
| RSG | A | -1.44% | |
| BRK.A | C | -1.42% | |
| KO | A | -1.34% | |
| CL | B | -1.29% | |
| WMT | A | -1.28% | |
| PG | C | -1.24% | |
| TMUS | B | -1.17% | |
| WM | A | -1.16% | |
| MCD | D | -1.16% | |
| L | D | -1.14% | |
| HON | B | -1.13% | |
| KMB | B | -1.09% | |
| AME | D | -1.08% | |
| PM | B | -1.08% | |
| LIN | B | -1.08% | |
| MSI | A | -1.07% | |
| KMI | A | -1.06% | |
| YUM | D | -1.04% | |
| CB | C | -1.03% | |
| APH | B | -1.02% | |
| HIG | B | -1.02% | |
| AJG | B | -1.02% | |
| JPM | A | -1.02% | |
| BRO | B | -1.01% | |
| VRSN | C | -1.01% | |
| PEP | D | -1.0% | |
| LMT | A | -1.0% | |
| WMB | A | -1.0% | |
| GD | C | -0.99% | |
| BR | C | -0.99% | |
| DUK | D | -0.98% | |
| ATO | B | -0.98% | |
| STZ | B | -0.98% | |
| ITW | D | -0.97% | |
| PEG | B | -0.97% | |
| MO | B | -0.97% | |
| CTAS | B | -0.96% | |
| SO | B | -0.96% | |
| MDLZ | D | -0.96% | |
| CNP | A | -0.96% | |
| PPL | D | -0.94% | |
| CDW | D | -0.94% | |
| DRI | C | -0.94% | |
| KDP | C | -0.94% | |
| CSX | C | -0.94% | |
| DGX | D | -0.93% | |
| SRE | B | -0.93% | |
| AFL | B | -0.92% | |
| AVY | C | -0.9% | |
| LNT | C | -0.9% | |
| ED | D | -0.9% | |
| FE | D | -0.89% | |
| NI | B | -0.89% | |
| HD | B | -0.89% | |
| ETR | C | -0.88% | |
| PAYX | D | -0.88% | |
| TRV | D | -0.88% | |
| CBOE | D | -0.87% | |
| CMS | D | -0.87% | |
| GIS | D | -0.87% | |
| KHC | D | -0.87% | |
| XYL | C | -0.86% | |
| HOLX | C | -0.86% | |
| BDX | D | -0.86% | |
| PTC | C | -0.86% | |
| DTE | C | -0.86% | |
| O | D | -0.85% | |
| K | D | -0.85% | |
| VICI | C | -0.83% | |
| WEC | D | -0.82% | |
| HSY | F | -0.82% | |
| IEX | D | -0.82% | |
| NDSN | D | -0.81% | |
| UNP | D | -0.79% |
CHGX: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Drug Manufacturers - Major
Capital Markets
Credit Services
Information Technology Services
Asset Management
Business Services
Computer Systems
Medical Devices
Apparel Stores
Diagnostics & Research
Farm & Construction Equipment
Financial Data & Stock Exchanges
Footwear & Accessories
Household & Personal Products
Industrial Distribution
Insurance Brokers
Internet Content & Information
Media - Diversified
XRLV: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Diversified Industrials
Business Services
Household & Personal Products
Utilities - Diversified
Beverages - Soft Drinks
Drug Manufacturers - Major
Financial Data & Stock Exchanges
Insurance - Property & Casualty
Insurance Brokers
Packaged Foods
Restaurants
Utilities - Regulated Gas
Aerospace & Defense
Apparel Stores
Communication Equipment
Confectioners
Credit Services
Insurance - Diversified
Medical Devices
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