Stance Sustainable Beta ETF (CHGX)
| Assets | $134.38M |
| Expense Ratio | 0.49% |
| PE Ratio | 25.01 |
| Shares Out | 4.97M |
| Dividend (ttm) | $0.18 |
| Dividend Yield | 0.67% |
| Ex-Dividend Date | Dec 16, 2025 |
| Payout Frequency | Annual |
| Payout Ratio | 20.73% |
| Volume | 17,370 |
| Open | 27.44 |
| Previous Close | 27.45 |
| Day's Range | 27.34 - 27.44 |
| 52-Week Low | 20.56 |
| 52-Week High | 28.14 |
| Beta | n/a |
| Holdings | 103 |
| Inception Date | n/a |
About CHGX
Fund Home PageThe Stance Sustainable Beta ETF (CHGX) is an exchange-traded fund that mostly invests in large cap equity. STSB tracks an equal-weighted index of approximately 100 US large-cap stocks screened based on various ESG indicators. The objective is to provide long-term growth by investing in companies with high ESG standards.
Top 10 Holdings
10.60% of assets| Name | Symbol | Weight |
|---|---|---|
| Warner Music Group Corp. | WMG | 1.08% |
| Micron Technology, Inc. | MU | 1.07% |
| Bristol-Myers Squibb Company | BMY | 1.07% |
| Eli Lilly and Company | LLY | 1.07% |
| Marriott International, Inc. | MAR | 1.06% |
| Hilton Worldwide Holdings Inc. | HLT | 1.05% |
| Comcast Corporation | CMCSA | 1.05% |
| Moody's Corporation | MCO | 1.05% |
| S&P Global Inc. | SPGI | 1.05% |
| Merck & Co., Inc. | MRK | 1.05% |
Dividends
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 16, 2025 | $0.18279 | Dec 18, 2025 |
| Dec 30, 2024 | $0.04322 | Dec 31, 2024 |
Performance
CHGX had a total return of 11.81% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.58%.
News
CHGX: Equal-Weight ESG ETF
Stance Sustainable Beta ETF has a portfolio of 100 stocks focused on ESG criteria, excluding fossil fuels and tobacco. CHGX is well-diversified in holdings due to its equal-weight methodology, but qui...
CHGX: A Solid Equal Weight ESG Approach
ESG criteria are being recognized as a comprehensive framework for evaluating companies beyond financial metrics. The AXS Change Finance ESG ETF (CHGX) employs a rigorous screening process to ensure i...
CHGX: A Solid U.S. Equity ESG ETF
AXS Change Finance ESG ETF is a U.S. large cap blend fund that uses a proprietary ESG methodology to select companies for its portfolio. The fund allows investors to avoid companies engaged in harmful...
AXS Investments Acquires Industry's First-Ever Certified Carbon-Neutral ETF (CHGX) Expanding Its ETF and ESG Lineup
AXS Change Finance ESG ETF (CHGX) continues the firm's fast-paced build-out of industry-leading family of non-traditional alternatives and ESG solutions NEW YORK , March 21, 2022 /PRNewswire/ -- AXS I...
2 Questions: Length Of Recession, Near-Term Strategy Choices - Weekly Blog # 600
It is important to separate economic contractions, which we call recessions, and market crashes. Economic recessions have a much greater impact on investment portfolios than so-called stock market cra...
