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Upturn AI SWOT - About
Change Finance Diversified Imp US Large Cap Fossil Fuel Free (CHGX)
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Upturn Advisory Summary
09/16/2025: CHGX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 32.14% | Avg. Invested days 71 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.05 | 52 Weeks Range 20.56 - 40.49 | Updated Date 06/29/2025 |
52 Weeks Range 20.56 - 40.49 | Updated Date 06/29/2025 |
Upturn AI SWOT
Change Finance Diversified Imp US Large Cap Fossil Fuel Free
ETF Overview
Overview
The Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free ETF (CHGX) seeks to provide investment results that, before fees and expenses, correspond to the performance of the Change Finance U.S. Large Cap Diversified Impact Index. It invests in U.S. large-cap companies while excluding those involved in fossil fuels and those with low ESG scores.
Reputation and Reliability
Change Finance is a relatively new ETF issuer focused on responsible investing. The ETF's reliability depends on its ability to track its stated index effectively.
Management Expertise
Management expertise is related to indexing and impact investing.
Investment Objective
Goal
Seeks to provide investment results that correspond to the performance of the Change Finance U.S. Large Cap Diversified Impact Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Change Finance U.S. Large Cap Diversified Impact Index.
Composition The ETF holds a diversified portfolio of U.S. large-cap stocks that meet specific ESG criteria, focusing on companies with high ESG scores and excluding those with fossil fuel involvement.
Market Position
Market Share: CHGX has a relatively small market share compared to larger, more established ESG ETFs.
Total Net Assets (AUM): 28300000
Competitors
Key Competitors
- SPDR S&P 500 ESG ETF (EFIV)
- iShares ESG Aware MSCI USA ETF (ESGU)
- Vanguard ESG U.S. Stock ETF (ESGV)
Competitive Landscape
The competitive landscape is dominated by larger asset managers with well-established ESG ETF offerings. CHGX distinguishes itself through its stricter fossil fuel exclusion and focus on diversified impact. CHGX's advantage lies in its distinct focus, but its disadvantage is its smaller size and lower liquidity compared to competitors.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from financial data providers.
Benchmark Comparison: Benchmark comparison involves comparing CHGX's returns against the Change Finance U.S. Large Cap Diversified Impact Index.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
The ETF's average trading volume is usually low, which can affect trade execution.
Bid-Ask Spread
The bid-ask spread can be relatively wide, especially during off-peak trading hours, increasing trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and investor sentiment towards ESG investing influence CHGX's performance. Increased investor interest in sustainable investing would positively impact CHGX.
Growth Trajectory
Growth trends depend on the increasing adoption of ESG investing and the ETF's ability to attract assets. Any changes in the index methodology or holdings would also impact its trajectory.
Moat and Competitive Advantages
Competitive Edge
CHGX's competitive edge lies in its stringent fossil fuel exclusion and diversified impact focus, which appeals to investors seeking truly responsible investments. The ETF offers exposure to U.S. large-cap equities while aligning with specific ethical and environmental considerations. Its smaller size may allow for more nimble adjustments to portfolio composition. This could be attractive to investors seeking values-based investing options.
Risk Analysis
Volatility
CHGX's volatility is generally expected to be similar to the broader U.S. large-cap market.
Market Risk
Market risk includes the potential for declines in the overall stock market, as well as sector-specific risks related to the industries in which the ETF invests. Changes in ESG preferences can also impact performance.
Investor Profile
Ideal Investor Profile
The ideal investor profile for CHGX is someone interested in ESG investing, particularly those seeking fossil fuel-free options within the U.S. large-cap equity space.
Market Risk
CHGX is best suited for long-term investors with a focus on sustainable investing, rather than active traders.
Summary
CHGX is a fossil fuel-free U.S. large-cap ETF focused on impact investing. Its advantage lies in its targeted approach to ESG investing, appealing to environmentally and socially conscious investors. It competes with larger ESG ETFs and may face liquidity challenges. Overall, it offers a unique investment opportunity within the ESG landscape for those seeking responsible investments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Change Finance Website
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data may vary depending on the source and date. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Change Finance Diversified Imp US Large Cap Fossil Fuel Free
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of an equal-weighted portfolio of approximately 100 large-, mid-capitalization equity securities of U.S.-listed companies. The fund adviser attempts to invest all, or substantially all, of its assets in the component securities that make up the index. The adviser expects that, over time, the correlation between the fund"s performance and that of the index will be 95% or better.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.