CHGX vs. ZZZ ETF Comparison

Comparison of Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) to Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF (ZZZ)
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
ZZZ

Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF

ZZZ Description ZZZ blends two indices, splitting investments between traditional equities and Bitcoin futures. Approximately 75% of the funds assets are allocated to US large-cap stocks featured in the S&P 500. Simultaneously, the remaining 25% is dedicated to Bitcoin futures obtained through its wholly-owned Cayman Islands subsidiary. The fund rebalances monthly to maintain the 75/25 allocation, though the adviser retains the flexibility to rebalance more frequently during periods of significant price volatility. Note that the fund does not invest directly in Bitcoin, instead opting for USD-settled, front-month CME Bitcoin futures contracts. These contracts are typically rolled over in the last week of each month, although adjustments may occur based on prevailing market conditions. The fund holds high-quality securities, including US government securities, money market funds, and short-term corporate debts to manage risks associated with the contracts.

Grade (RS Rating)

Last Trade

$28.27

Average Daily Volume

709

Number of Holdings *

480

* may have additional holdings in another (foreign) market
Performance
Period CHGX ZZZ
30 Days 3.66% 13.77%
60 Days 4.50% 12.62%
90 Days 6.28% 13.76%
12 Months 28.25%
90 Overlapping Holdings
Symbol Grade Weight in CHGX Weight in ZZZ Overlap
A D 0.88% 0.04% 0.04%
AAPL C 0.95% 3.67% 0.95%
ABBV D 0.83% 0.32% 0.32%
ABT B 0.99% 0.22% 0.22%
ACN C 1.01% 0.24% 0.24%
ADBE C 0.84% 0.22% 0.22%
ADI D 0.87% 0.12% 0.12%
ADP B 1.05% 0.13% 0.13%
ADSK A 1.16% 0.07% 0.07%
AMD F 0.88% 0.25% 0.25%
AMGN D 0.83% 0.16% 0.16%
AMP A 1.21% 0.06% 0.06%
ANET C 1.09% 0.08% 0.08%
AON A 1.06% 0.09% 0.09%
AVGO D 0.96% 0.76% 0.76%
AWK D 0.93% 0.03% 0.03%
AXP A 1.08% 0.19% 0.19%
BK A 1.1% 0.07% 0.07%
CARR D 1.0% 0.07% 0.07%
CAT B 1.04% 0.22% 0.22%
CDNS B 1.09% 0.1% 0.1%
CHD B 1.05% 0.02% 0.02%
CMCSA B 1.05% 0.19% 0.19%
CME A 1.0% 0.1% 0.1%
COR B 0.98% 0.05% 0.05%
CPRT A 1.03% 0.06% 0.06%
CRM B 1.27% 0.36% 0.36%
CSCO B 1.09% 0.26% 0.26%
CTSH B 0.97% 0.04% 0.04%
DE A 1.08% 0.14% 0.14%
DIS B 1.21% 0.23% 0.23%
EA A 1.06% 0.04% 0.04%
ECL D 0.92% 0.08% 0.08%
EFX F 0.79% 0.03% 0.03%
FIS C 0.99% 0.06% 0.06%
FTNT C 1.17% 0.06% 0.06%
GIS D 0.85% 0.04% 0.04%
GOOG C 0.98% 0.97% 0.97%
GOOGL C 0.98% 1.13% 0.98%
HCA F 0.8% 0.08% 0.08%
HPQ B 1.0% 0.04% 0.04%
IBM C 1.05% 0.21% 0.21%
ICE C 0.94% 0.11% 0.11%
INTC D 1.06% 0.12% 0.12%
INTU C 1.03% 0.23% 0.23%
IQV D 0.75% 0.04% 0.04%
IT C 1.01% 0.06% 0.06%
JNJ D 0.89% 0.42% 0.42%
KLAC D 0.74% 0.07% 0.07%
LEN D 0.88% 0.04% 0.04%
LLY F 0.75% 0.59% 0.59%
MA C 1.02% 0.47% 0.47%
MCHP D 0.77% 0.04% 0.04%
MCK B 1.07% 0.07% 0.07%
MCO B 0.93% 0.11% 0.11%
MDT D 0.91% 0.13% 0.13%
MMC B 0.94% 0.13% 0.13%
MRK F 0.8% 0.27% 0.27%
MSCI C 0.96% 0.07% 0.07%
MU D 1.02% 0.12% 0.12%
NDAQ A 1.07% 0.03% 0.03%
NFLX A 1.22% 0.38% 0.38%
NKE D 0.86% 0.1% 0.1%
NOW A 1.17% 0.23% 0.23%
NVDA C 1.17% 3.81% 1.17%
ON D 0.84% 0.03% 0.03%
ORCL B 1.3% 0.33% 0.33%
ORLY B 1.02% 0.14% 0.14%
PANW C 1.05% 0.13% 0.13%
PFE D 0.83% 0.16% 0.16%
PGR A 1.0% 0.17% 0.17%
PHM D 0.93% 0.03% 0.03%
PLD D 0.85% 0.12% 0.12%
PYPL B 1.12% 0.1% 0.1%
QCOM F 0.85% 0.2% 0.2%
ROP B 0.95% 0.06% 0.06%
ROST C 0.91% 0.05% 0.05%
SCHW B 1.18% 0.14% 0.14%
SNPS B 1.02% 0.12% 0.12%
SPG B 1.04% 0.06% 0.06%
SPGI C 0.95% 0.17% 0.17%
STLD B 1.16% 0.03% 0.03%
STT A 1.06% 0.03% 0.03%
SYK C 1.03% 0.13% 0.13%
SYY B 0.92% 0.04% 0.04%
TJX A 0.97% 0.15% 0.15%
TMO F 0.8% 0.23% 0.23%
TXN C 0.88% 0.21% 0.21%
V A 1.07% 0.56% 0.56%
VRSK A 1.01% 0.03% 0.03%
CHGX Overweight 10 Positions Relative to ZZZ
Symbol Grade Weight
SQ B 1.34%
FICO B 1.29%
CRWD B 1.23%
GWW B 1.16%
MRVL B 1.16%
DECK A 1.09%
ORA B 1.03%
WDAY B 0.97%
AZO C 0.92%
MPWR F 0.58%
CHGX Underweight 390 Positions Relative to ZZZ
Symbol Grade Weight
MSFT F -3.4%
AMZN C -2.04%
META D -1.35%
BRK.A B -0.95%
TSLA B -0.92%
JPM A -0.8%
UNH C -0.6%
XOM B -0.6%
HD A -0.46%
PG A -0.44%
COST B -0.41%
WMT A -0.4%
BAC A -0.36%
CVX A -0.31%
WFC A -0.3%
KO D -0.26%
PEP F -0.25%
LIN D -0.25%
MCD D -0.23%
GE D -0.22%
PM B -0.22%
GS A -0.2%
VZ C -0.2%
RTX C -0.19%
ISRG A -0.18%
HON B -0.18%
MS A -0.18%
LOW D -0.18%
T A -0.18%
NEE D -0.17%
DHR F -0.16%
UBER D -0.16%
VRTX F -0.16%
UNP C -0.16%
ETN A -0.16%
C A -0.15%
COP C -0.15%
AMAT F -0.15%
TDG D -0.14%
BSX B -0.14%
FI A -0.14%
BX A -0.14%
BMY B -0.13%
CB C -0.13%
TMUS B -0.13%
BLK C -0.12%
GILD C -0.12%
LMT D -0.12%
SBUX A -0.12%
UPS C -0.11%
MO A -0.11%
CI F -0.11%
SO D -0.11%
MSI B -0.11%
AMT D -0.11%
BA F -0.1%
CTAS B -0.1%
WM A -0.1%
ZTS D -0.1%
DUK C -0.1%
EQIX A -0.1%
CL D -0.09%
USB A -0.09%
REGN F -0.09%
EMR A -0.09%
TGT F -0.09%
GM B -0.09%
ELV F -0.09%
ITW B -0.09%
TT A -0.09%
EOG A -0.09%
PNC B -0.09%
MDLZ F -0.09%
URI B -0.09%
APH A -0.09%
BDX F -0.08%
PSA D -0.08%
OKE A -0.08%
WELL A -0.08%
CEG D -0.08%
PH A -0.08%
WMB A -0.08%
CSX B -0.08%
LRCX F -0.08%
GEV B -0.08%
CVS D -0.08%
COF B -0.08%
HLT A -0.08%
SHW A -0.08%
MLM B -0.07%
JCI C -0.07%
AJG B -0.07%
FDX B -0.07%
ALL A -0.07%
AXON A -0.07%
TFC A -0.07%
SLB C -0.07%
FCX D -0.07%
MPC D -0.07%
MMM D -0.07%
APD A -0.07%
NXPI D -0.07%
FAST B -0.06%
MET A -0.06%
PRU A -0.06%
NSC B -0.06%
PSX C -0.06%
TRV B -0.06%
KMI A -0.06%
ABNB C -0.06%
AIG B -0.06%
DLR B -0.06%
SRE A -0.06%
PCAR B -0.06%
AFL B -0.06%
MAR B -0.06%
GD F -0.06%
YUM B -0.05%
OTIS C -0.05%
KVUE A -0.05%
KR B -0.05%
IR B -0.05%
KMB D -0.05%
RSG A -0.05%
CCI D -0.05%
GRMN B -0.05%
EW C -0.05%
IDXX F -0.05%
PAYX C -0.05%
ODFL B -0.05%
MTB A -0.05%
BKR B -0.05%
VLO C -0.05%
F C -0.05%
HES B -0.05%
PCG A -0.05%
HUBB B -0.05%
PEG A -0.05%
HWM A -0.05%
D C -0.05%
RCL A -0.05%
NEM D -0.05%
STZ D -0.05%
AEP D -0.05%
DHI D -0.05%
NOC D -0.05%
LHX C -0.05%
KDP D -0.04%
WTW B -0.04%
VICI C -0.04%
RJF A -0.04%
DD D -0.04%
FITB A -0.04%
PWR A -0.04%
EXR D -0.04%
GEHC F -0.04%
ANSS B -0.04%
EIX B -0.04%
IRM D -0.04%
DFS B -0.04%
GPN B -0.04%
XEL A -0.04%
HIG B -0.04%
WAT B -0.04%
OXY D -0.04%
SNA A -0.04%
FANG D -0.04%
CMI A -0.04%
CPAY A -0.04%
TTWO A -0.04%
GLW B -0.04%
MNST C -0.04%
DAL C -0.04%
ZBRA B -0.04%
CHTR C -0.04%
AME A -0.04%
ACGL D -0.04%
WAB B -0.04%
EXC C -0.04%
O D -0.04%
CBRE B -0.04%
TRGP B -0.04%
CTVA C -0.04%
EQR B -0.03%
FTV C -0.03%
ZBH C -0.03%
IEX B -0.03%
BR A -0.03%
AVB B -0.03%
ALGN D -0.03%
DVN F -0.03%
CFG B -0.03%
EPAM C -0.03%
RF A -0.03%
TROW B -0.03%
PPL B -0.03%
PKG A -0.03%
NTAP C -0.03%
LH C -0.03%
RMD C -0.03%
FFIV B -0.03%
CAH B -0.03%
DTE C -0.03%
K A -0.03%
XYL D -0.03%
CCL B -0.03%
PPG F -0.03%
KHC F -0.03%
HBAN A -0.03%
LYB F -0.03%
NDSN B -0.03%
VTR C -0.03%
SYF B -0.03%
IFF D -0.03%
PODD C -0.03%
ILMN D -0.03%
ADM D -0.03%
UAL A -0.03%
HUM C -0.03%
HAL C -0.03%
TSCO D -0.03%
AEE A -0.03%
HPE B -0.03%
VMC B -0.03%
ROK B -0.03%
ED D -0.03%
MOH F -0.03%
CSGP D -0.03%
CNC D -0.03%
NUE C -0.03%
WEC A -0.03%
ETR B -0.03%
ESS B -0.03%
KEYS A -0.03%
CINF A -0.03%
DXCM D -0.03%
EBAY D -0.03%
WST C -0.03%
LULU C -0.03%
DOW F -0.03%
UDR B -0.02%
TECH D -0.02%
MHK D -0.02%
ALLE D -0.02%
TRMB B -0.02%
J F -0.02%
AMCR D -0.02%
ATO A -0.02%
NI A -0.02%
REG B -0.02%
MKC D -0.02%
DAY B -0.02%
ROL B -0.02%
KIM A -0.02%
INCY C -0.02%
DG F -0.02%
MAS D -0.02%
KMX B -0.02%
VTRS A -0.02%
DVA B -0.02%
HOLX D -0.02%
BIIB F -0.02%
APTV D -0.02%
MAA B -0.02%
LDOS C -0.02%
SW A -0.02%
DGX A -0.02%
DRI B -0.02%
BAX D -0.02%
TXT D -0.02%
SWKS F -0.02%
L A -0.02%
CLX B -0.02%
HSY F -0.02%
JKHY D -0.02%
PFG D -0.02%
KEY B -0.02%
SWK D -0.02%
IP B -0.02%
MRO B -0.02%
CF B -0.02%
GEN B -0.02%
EQT B -0.02%
CDW F -0.02%
BBY D -0.02%
BLDR D -0.02%
VRSN F -0.02%
EXPE B -0.02%
GNRC B -0.02%
WRB A -0.02%
BALL D -0.02%
CTRA B -0.02%
JBHT C -0.02%
LNT A -0.02%
ES D -0.02%
NRG B -0.02%
CNP B -0.02%
CRL C -0.02%
PTC A -0.02%
TSN B -0.02%
WDC D -0.02%
LUV C -0.02%
STX D -0.02%
FSLR F -0.02%
OMC C -0.02%
LVS C -0.02%
UHS D -0.02%
AVY D -0.02%
DOV A -0.02%
INVH D -0.02%
CMS C -0.02%
VLTO D -0.02%
CBOE B -0.02%
TER D -0.02%
FE C -0.02%
WBD C -0.02%
ARE D -0.02%
PNR A -0.02%
STE F -0.02%
WY D -0.02%
NTRS A -0.02%
BRO B -0.02%
AIZ A -0.02%
SBAC D -0.02%
ETSY D -0.01%
PARA C -0.01%
FMC D -0.01%
VFC C -0.01%
ZION B -0.01%
WBA F -0.01%
HAS D -0.01%
ENPH F -0.01%
BBWI D -0.01%
BEN C -0.01%
QRVO F -0.01%
SOLV C -0.01%
APA D -0.01%
CMA A -0.01%
BWA D -0.01%
IVZ B -0.01%
AOS F -0.01%
CE F -0.01%
CZR F -0.01%
RHI B -0.01%
HSIC B -0.01%
LW C -0.01%
MOS F -0.01%
BXP D -0.01%
AAL B -0.01%
AKAM D -0.01%
CPB D -0.01%
HRL D -0.01%
WYNN D -0.01%
FOXA B -0.01%
BG F -0.01%
PNW B -0.01%
MTCH D -0.01%
AES F -0.01%
EMN D -0.01%
ALB C -0.01%
DOC D -0.01%
NCLH B -0.01%
JNPR F -0.01%
RVTY F -0.01%
GL B -0.01%
IPG D -0.01%
CHRW C -0.01%
SJM D -0.01%
MGM D -0.01%
WHR B -0.01%
FRT B -0.01%
TPR B -0.01%
LKQ D -0.01%
NWSA B -0.01%
CTLT B -0.01%
MRNA F -0.01%
CPT B -0.01%
EXPD D -0.01%
HST C -0.01%
TAP C -0.01%
GPC D -0.01%
EVRG A -0.01%
JBL B -0.01%
EL F -0.01%
LYV A -0.01%
CAG D -0.01%
DLTR F -0.01%
NWS B -0.0%
XRAY F -0.0%
FOX A -0.0%
Compare ETFs