CHGX vs VYM
Stance Sustainable Beta ETF vs Vanguard High Dividend Yield ETF
Which is better, CHGX or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. CHGX led over 1Y, VYM over 3Y, 5Y and the full window. CHGX is less concentrated, with 11.8% of the fund in its ten largest positions against 25.8%.
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 | VYM |
|---|---|---|
| Expense Ratio | 0.49% | 0.04%Best |
| AUM | $179M | $78.9B |
| Dividend Yield | 0.55% | 2.37% |
| Holdings | 203 | 608 |
| YTD Return | +21.11%Best | +11.83% |
| 1Y Return | +20.36%Best | +15.96% |
| 3Y Return (annualized) | +3.83% | +18.60%Best |
| 5Y Return (annualized) | +0.53% | +11.51%Best |
| Volatility (annualized) | 21.4% | 15.0%Best |
| Max Drawdown | -47.3% | -35.7%Best |
| $10,000 over 5 years | $10,268 | $17,241Best |
| Top 10 Weight | 11.8%Best | 25.8% |
| Fund Family | STANCE Capital | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Nov 14, 2024 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Oct 10, 2017 to Oct 14, 2026 (9 years).
CHGX vs VYM 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 VYM Performance
Stance Sustainable Beta ETF (CHGX) is an ETF from STANCE Capital and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year CHGX returned +20.36% while VYM returned +15.96%. Year to date, CHGX is up 21.11% versus a gain of 11.83% for VYM.
Over three years, CHGX compounded at +3.83% per year against +18.60% for VYM; over five years the annualized figures are +0.53% and +11.51% respectively. Across the full 9-year window we track, VYM has the edge at +9.56% annualized vs +7.81%.
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 15.0% for VYM. 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 -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CHGX charges 0.49% per year while VYM charges 0.04%. On a $10,000 position that is $49 vs $4 annually, a gap of $45 per year that compounds over a long holding period. On income, CHGX currently yields 0.55% against 2.37% for VYM.
Holdings Overlap
31.6% of CHGX's money is in holdings VYM also owns. 19.7% of VYM's money is in holdings CHGX also owns.
The two portfolios partly overlap.
33 positions in common, counted across the 101 positions we hold weights for in CHGX and 602 in VYM, against full books of 203 and 608.
What only one of them owns
Our book lists 540 positions for VYM that do not appear in our book for CHGX (78.2% of the fund), and 68 for CHGX that do not appear in VYM (68.3%).
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 VYM | Difference |
|---|---|---|---|
| ABBVAbbvie Inc. | 1.00% | 1.83% | 0.83% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.99% | 1.76% | 0.77% |
| MRKMerck & Co Inc Common Stock Usd 0.5 | 0.97% | 1.47% | 0.50% |
| UNHUnited Health Group Inc. | 0.92% | 1.42% | 0.50% |
| HDHome Depot Inc | 0.90% | 1.32% | 0.42% |
| TXNTexas Instruments, Inc | 1.06% | 0.96% | 0.10% |
| ORCLOracle Corp Common | 0.88% | 1.03% | 0.15% |
| AMGNAmgen Inc. | 1.04% | 0.86% | 0.18% |
| VZVerizon Communications | 0.90% | 0.84% | 0.06% |
| GILDGilead Sciences Inc | 1.00% | 0.73% | 0.27% |
31.6% of CHGX is already inside VYM.
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 VYM?
CHGX has an expense ratio of 0.49% while VYM charges 0.04%. VYM is the cheaper option, by $45 a year on a $10,000 investment.
Which performed better, CHGX or VYM?
Over the past year CHGX returned +20.36% vs +15.96% for VYM, so CHGX leads on 1-year performance. Over the longest common window we track (9 years), CHGX annualized +7.81% vs +9.56% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CHGX or VYM?
CHGX has been the more volatile fund at 21.4% annualized versus 15.0% for VYM. Worst drawdown: CHGX -47.3% vs VYM -35.7%.
Should I hold both CHGX and VYM?
CHGX and VYM have a monthly-return correlation of 0.76, 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 VYM?
31.6% of CHGX's money is in holdings VYM also owns. 19.7% of VYM's is in holdings CHGX also owns. They hold 33 positions in common, counted across the 101 positions we hold weights for in CHGX and 602 in VYM.
Which pays a higher dividend, CHGX or VYM?
CHGX yields 0.55% while VYM yields 2.37%, so VYM currently pays the higher dividend yield.
Is VYM better than CHGX?
VYM has a lower expense ratio. CHGX led over 1Y, VYM over 3Y, 5Y and the full window. CHGX is less concentrated, with 11.8% of the fund in its ten largest positions against 25.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.