CHGX ETF ANALYSIS

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CHGX ETF FUNDAMENTALS
CHGX ETF PERFORMANCE

CHGX ISSUER

Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index ETF (CHGX) is offered by Change Finance, PBC. Established in 2017, CHGX is designed to track the performance of the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index, which comprises an equally-weighted portfolio of approximately 100 large and mid-capitalization U.S.-listed companies.

CHGX DIVIDEND

The Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free ETF (CHGX) may not be primarily focused on dividends, but it still offers investors opportunities for dividend income. The fund tracks the performance of the Index, which includes approximately 100 large- and mid-cap U.S.-listed companies that meet strict environmental, social, and governance (ESG) standards while excluding those in the fossil fuel industry. CHGX's dividend distributions are influenced by the dividend policies and performances of these ESG-compliant companies, making it a unique choice for socially responsible investors seeking both capital appreciation and dividend returns.

CHGX TRACKING

Tracking the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index is the primary objective of the CHGX (Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free ETF). This ETF was established in 2017 by Change Finance and follows an equal-weighted portfolio of around 100 large and mid-cap U.S. companies. The index is meticulously constructed to exclude firms involved in the fossil fuel industry, fossil-fired utilities, and those failing to meet specific environmental, social, and governance (ESG) criteria, as determined by Change Finance with the assistance of ISS ESG data. CHGX aims to replicate the index's performance by investing primarily in its constituent securities, promoting sustainable and responsible investing while targeting returns that closely mirror the index's performance.

CHGX CORRELATION

The correlation aspect of the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free ETF (CHGX) is an important consideration for investors looking to align their portfolios with socially responsible and environmentally conscious investing. CHGX tracks an equal-weighted portfolio of approximately 100 large- and mid-cap U.S.-listed companies that are excluded from the fossil fuel industry and adhere to a set of diverse environmental, social, and governance (ESG) standards. As a result, its correlation with traditional fossil fuel-based indexes can be lower, offering investors a unique opportunity to diversify their portfolios while promoting sustainability. For a deeper understanding of CHGX's correlations and to explore its overlap with other ETFs and market indices, ETF Insider provides a user-friendly web app with powerful visualization tools.

CHGX SECTOR

The Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free ETF (CHGX) primarily focuses on companies that meet strict environmental, social, and governance (ESG) criteria. CHGX excludes companies involved in the fossil fuel industry, fossil-fired utilities, and those failing to meet diverse ESG standards. The ETF offers investors exposure to a diversified portfolio of approximately 100 large and mid-cap U.S.-listed companies, evenly weighted across various sectors. This sector-neutral approach aims to provide a responsible investment option for those seeking to align their portfolios with ESG principles while avoiding exposure to fossil fuel-related businesses.

CHGX EXPOSURE

The exposure characteristic of the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index, tracked by the CHGX ETF, highlights its commitment to socially responsible investing in the U.S. large-cap equity market. This index is designed to measure the performance of an equally-weighted portfolio of around 100 large and mid-capitalization equity securities of U.S.-listed companies. The unique feature of CHGX is its exclusion of companies involved in the fossil fuel industry, fossil-fired utilities, and those failing to meet a diverse set of environmental, social, and governance (ESG) standards. By aligning with ESG principles, CHGX offers investors a way to support companies that prioritize sustainability and responsible business practices while seeking returns in the U.S. large-cap market.

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