CHGX vs FELC
Stance Sustainable Beta ETF vs Fidelity Enhanced Large Cap Core ETF
Which is better, CHGX or FELC?
Each has led over a different period.
FELC has a lower expense ratio. CHGX led over 1Y, FELC over 3Y and the full window. CHGX is less concentrated, with 11.8% of the fund in its ten largest positions against 40.1%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | CHGX | FELC |
|---|---|---|
| Expense Ratio | 0.49% | 0.18%Best |
| AUM | $179M | $8.6B |
| Dividend Yield | 0.55% | 0.83% |
| Holdings | 203 | 590 |
| YTD Return | +21.11%Best | +14.93% |
| 1Y Return | +20.36%Best | +19.54% |
| 3Y Return (annualized) | +3.83% | +22.11%Best |
| 5Y Return (annualized) | +0.53% | - |
| Volatility (annualized) | 25.6% | 11.7%Best |
| Max Drawdown | -47.3% | -18.6%Best |
| $10,000 over 2.9 years | $10,782 | $17,848Best |
| Top 10 Weight | 11.8%Best | 40.1% |
| Fund Family | STANCE Capital | Fidelity Investments (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 14, 2024 | Nov 20, 2023 |
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Nov 20, 2023 to Oct 14, 2026 (2.9 years).
CHGX vs FELC growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.9 years both funds cover.
CHGX vs FELC Performance
Stance Sustainable Beta ETF (CHGX) is an ETF from STANCE Capital and Fidelity Enhanced Large Cap Core ETF (FELC) is an ETF from Fidelity Investments (US). Over the past year CHGX returned +20.36% while FELC returned +19.54%. Year to date, CHGX is up 21.11% versus a gain of 14.93% for FELC.
Over three years, CHGX compounded at +3.83% per year against +22.11% for FELC.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CHGX has been the more volatile fund, with annualized monthly volatility of 25.6% compared with 11.7% for FELC. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -47.3% for CHGX and -18.6% for FELC. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.59. They move together some of the time, and apart the rest.
Fees and Cost Over Time
CHGX charges 0.49% per year while FELC charges 0.18%. On a $10,000 position that is $49 vs $18 annually, a gap of $31 per year that compounds over a long holding period. On income, CHGX currently yields 0.55% against 0.83% for FELC.
Holdings Overlap
55.9% of CHGX's money is in holdings FELC also owns. 41.2% of FELC's money is in holdings CHGX also owns.
The two portfolios partly overlap.
56 positions in common, counted across the 101 positions we hold weights for in CHGX and 300 in FELC, against full books of 203 and 590.
What only one of them owns
Our book lists 165 positions for FELC that do not appear in our book for CHGX (58.1% of the fund), and 45 for CHGX that do not appear in FELC (44.1%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in CHGX | Weight in FELC | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 1.04% | 8.93% | 7.89% |
| AAPLApple, Inc | 0.99% | 7.73% | 6.74% |
| MUMicron Technology, Inc. | 1.10% | 2.04% | 0.94% |
| LLYEli Lilly & Co. | 1.00% | 1.74% | 0.74% |
| AMDAdvanced Micro Devices Inc. | 1.20% | 0.99% | 0.21% |
| INTCIntel Corp. | 1.17% | 0.95% | 0.22% |
| MAMastercard Inc Cl. A | 0.95% | 1.10% | 0.15% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.99% | 1.03% | 0.04% |
| VVisa Inc-class A Shares | 0.96% | 0.91% | 0.05% |
| AMATApplied Materials, Inc. | 1.14% | 0.73% | 0.41% |
55.9% of CHGX is already inside FELC.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CHGX or FELC?
CHGX has an expense ratio of 0.49% while FELC charges 0.18%. FELC is the cheaper option, by $31 a year on a $10,000 investment.
Which performed better, CHGX or FELC?
Over the past year CHGX returned +20.36% vs +19.54% for FELC, so CHGX leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CHGX or FELC?
CHGX has been the more volatile fund at 25.6% annualized versus 11.7% for FELC. Worst drawdown: CHGX -47.3% vs FELC -18.6%.
Should I hold both CHGX and FELC?
CHGX and FELC have a monthly-return correlation of 0.59, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between CHGX and FELC?
55.9% of CHGX's money is in holdings FELC also owns. 41.2% of FELC's is in holdings CHGX also owns. They hold 56 positions in common, counted across the 101 positions we hold weights for in CHGX and 300 in FELC.
Which pays a higher dividend, CHGX or FELC?
CHGX yields 0.55% while FELC yields 0.83%, so FELC currently pays the higher dividend yield.
Is FELC better than CHGX?
FELC has a lower expense ratio. CHGX led over 1Y, FELC over 3Y and the full window. CHGX is less concentrated, with 11.8% of the fund in its ten largest positions against 40.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.