KRMA vs. CHGX
Compare and contrast key facts about Global X Conscious Companies ETF (KRMA) and Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX).
KRMA and CHGX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. KRMA is a passively managed fund by Global X that tracks the performance of the Concinnity Conscious Companies Index GTR Index. It was launched on Jul 11, 2016. 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. Both KRMA and CHGX 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: KRMA or CHGX.
Correlation
The correlation between KRMA and CHGX is 0.84, 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
KRMA vs. CHGX - Performance Comparison
Key characteristics
KRMA:
1.50
CHGX:
1.16
KRMA:
2.08
CHGX:
1.63
KRMA:
1.27
CHGX:
1.20
KRMA:
2.29
CHGX:
2.03
KRMA:
8.67
CHGX:
5.38
KRMA:
2.20%
CHGX:
2.80%
KRMA:
12.75%
CHGX:
13.00%
KRMA:
-36.16%
CHGX:
-35.50%
KRMA:
-0.98%
CHGX:
-1.88%
Returns By Period
In the year-to-date period, KRMA achieves a 3.22% return, which is significantly lower than CHGX's 3.85% return.
KRMA
3.22%
2.02%
7.58%
17.53%
11.78%
N/A
CHGX
3.85%
2.79%
7.54%
13.20%
10.83%
N/A
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KRMA vs. CHGX - Expense Ratio Comparison
KRMA has a 0.43% expense ratio, which is lower than CHGX's 0.49% expense ratio.
Risk-Adjusted Performance
KRMA vs. CHGX — Risk-Adjusted Performance Rank
KRMA
CHGX
KRMA vs. CHGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Conscious Companies ETF (KRMA) and Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX). 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
KRMA vs. CHGX - Dividend Comparison
KRMA's dividend yield for the trailing twelve months is around 0.88%, more than CHGX's 0.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
KRMA Global X Conscious Companies ETF | 0.88% | 0.91% | 1.16% | 0.86% | 1.07% | 0.96% | 1.53% | 1.82% | 1.21% | 0.96% |
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF | 0.73% | 0.76% | 0.94% | 1.11% | 0.56% | 0.58% | 0.86% | 1.21% | 0.30% | 0.00% |
Drawdowns
KRMA vs. CHGX - Drawdown Comparison
The maximum KRMA drawdown since its inception was -36.16%, roughly equal to the maximum CHGX drawdown of -35.50%. Use the drawdown chart below to compare losses from any high point for KRMA and CHGX. For additional features, visit the drawdowns tool.
Volatility
KRMA vs. CHGX - Volatility Comparison
The current volatility for Global X Conscious Companies ETF (KRMA) is 2.93%, while Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) has a volatility of 3.27%. This indicates that KRMA experiences smaller price fluctuations and is considered to be less risky than CHGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.