See what your fund actually adds

Stance Sustainable Beta ETF CHGX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

CHGX compared with its replication portfolio
MeasureCHGXReplication
Annualized growth10.2%11.5%
Annualized volatility17.3%17.6%
Sharpe ratio0.650.71
Maximum drawdown29.8%27.3%
Replication fit (R²)0.96 · Tracking error 3.5%

Replication portfolio

The published portfolio below is the investable basket used to model CHGX’s historical return behavior.

CHGX replication basket weights
TickerBuilding blockWeight
XLKSector · Technology30.4%
RSPFactor · Equal Weight26.3%
VOTMid-Cap · Growth26.0%
USMVFactor · Min Vol17.3%