CHGX vs. VOO
Compare and contrast key facts about Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) and Vanguard S&P 500 ETF (VOO).
CHGX and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CHGX is a passively managed fund by Change Finance that tracks the performance of the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index. It was launched on Oct 10, 2017. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both CHGX and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CHGX or VOO.
Correlation
The correlation between CHGX and VOO is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CHGX vs. VOO - Performance Comparison
Key characteristics
CHGX:
1.12
VOO:
1.89
CHGX:
1.59
VOO:
2.54
CHGX:
1.20
VOO:
1.35
CHGX:
1.97
VOO:
2.83
CHGX:
5.21
VOO:
11.83
CHGX:
2.80%
VOO:
2.02%
CHGX:
12.97%
VOO:
12.66%
CHGX:
-35.50%
VOO:
-33.99%
CHGX:
-1.40%
VOO:
-0.42%
Returns By Period
The year-to-date returns for both stocks are quite close, with CHGX having a 4.35% return and VOO slightly lower at 4.17%.
CHGX
4.35%
0.69%
7.39%
15.68%
11.19%
N/A
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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CHGX vs. VOO - Expense Ratio Comparison
CHGX has a 0.49% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
CHGX vs. VOO — Risk-Adjusted Performance Rank
CHGX
VOO
CHGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CHGX vs. VOO - Dividend Comparison
CHGX's dividend yield for the trailing twelve months is around 0.72%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF | 0.72% | 0.76% | 0.94% | 1.11% | 0.56% | 0.58% | 0.86% | 1.21% | 0.30% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CHGX vs. VOO - Drawdown Comparison
The maximum CHGX drawdown since its inception was -35.50%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CHGX and VOO. For additional features, visit the drawdowns tool.
Volatility
CHGX vs. VOO - Volatility Comparison
Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.02% and 2.94%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.