CHGX vs USMC
Stance Sustainable Beta ETF vs Principal U.S. Mega-Cap ETF
Which is better, CHGX or USMC?
Each has led over a different period.
USMC has a lower expense ratio. CHGX led over 1Y, USMC over 3Y, 5Y and the full window. CHGX is less concentrated, with 13.0% of the fund in its ten largest positions against 55.3%.
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 | USMC |
|---|---|---|
| Expense Ratio | 0.49% | 0.12%Best |
| AUM | $176M | $5.1B |
| Dividend Yield | 0.54% | 0.74% |
| Holdings | 203 | 58 |
| YTD Return | +22.95%Best | +15.26% |
| 1Y Return | +22.35%Best | +15.73% |
| 3Y Return (annualized) | +4.36% | +22.70%Best |
| 5Y Return (annualized) | +1.20% | +15.40%Best |
| Volatility (annualized) | 21.4% | 15.3%Best |
| Max Drawdown | -47.3% | -30.0%Best |
| $10,000 over 5 years | $10,615 | $20,466Best |
| Top 10 Weight | 13.0%Best | 55.3% |
| Fund Family | STANCE Capital | Principal Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 14, 2024 | Oct 11, 2017 |
Volatility and max drawdown are measured over the window both funds cover: Oct 12, 2017 to Oct 13, 2026 (9 years).
CHGX vs USMC 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 9 years both funds cover.
CHGX vs USMC Performance
Stance Sustainable Beta ETF (CHGX) is an ETF from STANCE Capital and Principal U.S. Mega-Cap ETF (USMC) is an ETF from Principal Funds. Over the past year CHGX returned +22.35% while USMC returned +15.73%. Year to date, CHGX is up 22.95% versus a gain of 15.26% for USMC.
Over three years, CHGX compounded at +4.36% per year against +22.70% for USMC; over five years the annualized figures are +1.20% and +15.40% respectively. Across the full 9-year window we track, USMC has the edge at +14.43% annualized vs +7.97%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CHGX has been the more volatile fund, with annualized monthly volatility of 21.4% compared with 15.3% for USMC. 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 -30.0% for USMC. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CHGX charges 0.49% per year while USMC charges 0.12%. On a $10,000 position that is $49 vs $12 annually, a gap of $37 per year that compounds over a long holding period. On income, CHGX currently yields 0.54% against 0.74% for USMC.
Holdings Overlap
9.5% of CHGX's money is in holdings USMC also owns. 42.0% of USMC's money is in holdings CHGX also owns.
The two portfolios partly overlap.
9 positions in common, counted across the 100 positions we hold weights for in CHGX and 27 in USMC, against full books of 203 and 58.
What only one of them owns
Our book lists 18 positions for USMC that do not appear in our book for CHGX (58.0% of the fund), and 89 for CHGX that do not appear in USMC (89.2%).
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 USMC | Difference |
|---|---|---|---|
| NVDANvidia Corp | 1.07% | 7.99% | 6.92% |
| AAPLApple, Inc | 1.12% | 7.40% | 6.28% |
| MUMicron Technology, Inc. | 1.08% | 7.18% | 6.10% |
| VVisa Inc Class A | 1.13% | 4.54% | 3.41% |
| MAMastercard Inc | 1.15% | 4.32% | 3.17% |
| ABBVAbbvie Inc. | 1.11% | 3.37% | 2.26% |
| NFLXNetflix, Inc. | 0.93% | 3.16% | 2.23% |
| LLYEli Lilly & Co. | 0.97% | 2.28% | 1.31% |
| HDHome Depot Inc/The | 0.96% | 1.74% | 0.78% |
42.0% of USMC is already inside CHGX.
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 USMC?
CHGX has an expense ratio of 0.49% while USMC charges 0.12%. USMC is the cheaper option, by $37 a year on a $10,000 investment.
Which performed better, CHGX or USMC?
Over the past year CHGX returned +22.35% vs +15.73% for USMC, so CHGX leads on 1-year performance. Over the longest common window we track (9 years), CHGX annualized +7.97% vs +14.43% for USMC. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CHGX or USMC?
CHGX has been the more volatile fund at 21.4% annualized versus 15.3% for USMC. Worst drawdown: CHGX -47.3% vs USMC -30.0%.
Should I hold both CHGX and USMC?
CHGX and USMC have a monthly-return correlation of 0.78, 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 USMC?
42.0% of USMC's money is in holdings CHGX also owns. 42.0% of USMC's is in holdings CHGX also owns. They hold 9 positions in common, counted across the 100 positions we hold weights for in CHGX and 27 in USMC.
Which pays a higher dividend, CHGX or USMC?
CHGX yields 0.54% while USMC yields 0.74%, so USMC currently pays the higher dividend yield.
Is USMC better than CHGX?
USMC has a lower expense ratio. CHGX led over 1Y, USMC over 3Y, 5Y and the full window. CHGX is less concentrated, with 13.0% of the fund in its ten largest positions against 55.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.