SURE vs. CHGX ETF Comparison

Comparison of AdvisorShares Insider Advantage ETF (SURE) to Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX)
SURE

AdvisorShares Insider Advantage ETF

SURE Description

Sonora Resources Corp., a mining exploration company, engage in the acquisition, exploration, and development of gold and silver mineral resources in Mexico. It has interests in the Los Amoles property covering 2,166 hectares located in the State of Sonora. The company was formerly known as Nature's Call Brands Inc. and changed its name to Sonora Resources Corp. in May 2011. Sonora Resources Corp. was founded in 2007 and is based in Guadalupe, Mexico.

Grade (RS Rating)

Last Trade

$124.87

Average Daily Volume

533

Number of Holdings *

98

* may have additional holdings in another (foreign) market
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
Performance
Period SURE CHGX
30 Days 5.20% 3.66%
60 Days 6.00% 4.50%
90 Days 7.12% 6.28%
12 Months 27.66% 28.25%
20 Overlapping Holdings
Symbol Grade Weight in SURE Weight in CHGX Overlap
ACN C 0.99% 1.02% 0.99%
ADP B 1.04% 1.05% 1.04%
CAT B 0.96% 1.04% 0.96%
CRM B 1.15% 1.26% 1.15%
CSCO B 1.05% 1.1% 1.05%
EA A 1.11% 1.04% 1.04%
GOOGL C 1.01% 1.03% 1.01%
GWW B 1.14% 1.15% 1.14%
HCA F 0.81% 0.84% 0.81%
HPQ A 1.05% 0.97% 0.97%
KLAC D 0.72% 0.76% 0.72%
MA C 1.02% 1.03% 1.02%
MCO B 0.93% 0.95% 0.93%
MDT D 0.94% 0.93% 0.93%
MRK F 0.82% 0.8% 0.8%
NVDA C 1.09% 1.18% 1.09%
PHM D 0.88% 0.94% 0.88%
QCOM F 0.89% 0.9% 0.89%
ROST C 0.93% 0.91% 0.91%
SYY B 0.95% 0.92% 0.92%
SURE Overweight 78 Positions Relative to CHGX
Symbol Grade Weight
TRGP B 1.33%
UNM A 1.25%
BKNG A 1.22%
ALSN B 1.22%
PRDO B 1.2%
PJT A 1.19%
JEF A 1.16%
SEIC B 1.13%
LNG B 1.11%
MDU D 1.11%
MAR B 1.11%
OVV B 1.11%
HLNE B 1.1%
BYD C 1.09%
CHH A 1.09%
MO A 1.08%
HLT A 1.07%
ODFL B 1.05%
FOXA B 1.05%
EXP A 1.05%
VLO C 1.04%
CTS C 1.04%
GEN B 1.04%
LPX B 1.04%
MKTX D 1.03%
HIG B 1.03%
HES B 1.03%
BR A 1.03%
TT A 1.02%
PTEN C 1.02%
CTAS B 1.02%
WH B 1.02%
AIG B 1.02%
AMG B 1.01%
URI B 1.01%
ETN A 1.01%
ATKR C 1.01%
COP C 1.01%
DRI B 1.0%
GL B 1.0%
CSL C 1.0%
CF B 1.0%
EOG A 0.99%
REG B 0.98%
WAB B 0.98%
NRG B 0.98%
AFL B 0.97%
GNTX C 0.97%
BDC B 0.96%
RNR C 0.96%
CB C 0.96%
VNT B 0.96%
DVN F 0.95%
MLM B 0.95%
SHW A 0.95%
CBOE B 0.94%
META D 0.94%
HRB D 0.93%
LVS C 0.93%
MTG C 0.93%
NTAP C 0.93%
MMM D 0.93%
AVT C 0.91%
EBAY D 0.91%
OLN D 0.9%
LMT D 0.89%
CDW F 0.89%
MPC D 0.89%
IRDM D 0.89%
CI F 0.86%
COKE C 0.86%
WSM B 0.86%
CL D 0.85%
ADM D 0.85%
KO D 0.84%
DHR F 0.82%
AMAT F 0.82%
LRCX F 0.81%
SURE Underweight 80 Positions Relative to CHGX
Symbol Grade Weight
FICO B -1.29%
ORCL B -1.27%
SQ A -1.21%
AMP A -1.2%
CRWD B -1.19%
FTNT C -1.18%
SCHW B -1.18%
NOW A -1.17%
DIS B -1.16%
NFLX A -1.15%
PYPL B -1.14%
ADSK A -1.14%
MRVL B -1.14%
STLD B -1.11%
INTC D -1.09%
BK A -1.09%
CDNS B -1.08%
INTU C -1.07%
AXP A -1.07%
V A -1.07%
DECK A -1.06%
IT C -1.05%
ANET C -1.05%
AON A -1.05%
CMCSA B -1.05%
STT A -1.04%
CPRT A -1.04%
NDAQ A -1.04%
ORLY B -1.04%
PANW C -1.04%
MCK B -1.04%
FIS C -1.03%
GOOG C -1.03%
CHD B -1.02%
SYK C -1.02%
SPG B -1.02%
ORA B -1.02%
VRSK A -1.01%
SNPS B -1.01%
CTSH B -1.0%
MSCI C -1.0%
AVGO D -1.0%
CARR D -0.99%
MU D -0.99%
WDAY B -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%
ABT B -0.97%
SPGI C -0.96%
AAPL C -0.96%
AZO C -0.95%
ECL D -0.94%
ICE C -0.93%
MMC B -0.93%
TXN C -0.92%
LEN D -0.9%
AMD 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%
PLD D -0.86%
AMGN D -0.85%
ON D -0.83%
ABBV D -0.83%
TMO F -0.83%
EFX F -0.82%
LLY F -0.79%
MCHP F -0.77%
IQV D -0.77%
MPWR F -0.59%
Compare ETFs