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VGRO vs. CHGX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

VGRO vs. CHGX

Last updated Jul 30, 2026
Documentation

VGRO (Virtus Silvant Growth Opportunities ETF) and CHGX (Change Finance U.S. Large Cap Fossil Fuel Free ETF) are both Large Cap Growth Equities funds. VGRO is actively managed, while CHGX is passively managed. Their 0.70 correlation means they have sometimes moved together and sometimes differently. VGRO charges 0.35%/yr vs 0.49%/yr for CHGX.

Performance

VGRO vs. CHGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus Silvant Growth Opportunities ETF (VGRO) and Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VGRO achieves a -3.29% return, which is significantly lower than CHGX's 18.11% return.

VGRO

1D
-1.60%
1M
-4.62%
6M
-2.34%
YTD
-3.29%
1Y
—
3Y*
—
5Y*
—
10Y*
—
ALL TIME*
—

CHGX

1D
-1.21%
1M
-2.60%
6M
13.37%
YTD
18.11%
1Y
21.85%
3Y*
16.96%
5Y*
8.83%
10Y*
—
ALL TIME*
13.02%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

CHGX

Change Finance U.S. Large Cap Fossil Fuel Free ETF
$385.50K$583.47K$626.48K

VGRO

Virtus Silvant Growth Opportunities ETF
$13.12K$11.58K$24.68K

VGRO vs. CHGX - Yearly Performance Comparison

2026 (YTD)2025
VGRO
Virtus Silvant Growth Opportunities ETF		-3.29%-0.88%
CHGX
Change Finance U.S. Large Cap Fossil Fuel Free ETF		18.11%-0.96%

Correlation

The correlation between VGRO and CHGX is 0.70, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

Correlation
Correlation (All Time)
Calculated using the full available price history since Dec 23, 2025

0.70

VGRO vs. CHGX - Sectors Allocation Comparison

Sectors
VGRO
CHGX

Technology

48.7%
34.8%

Communication Services

20.1%
8.0%

Industrials

9.5%
3.8%

Consumer Cyclical

7.8%
11.0%

Healthcare

7.3%
14.7%

Utilities

4.7%
1.0%

Financial Services

4.2%
18.7%

Basic Materials

1.5%
3.3%

Consumer Defensive

-

2.9%

Energy

-

1.0%

Real Estate

-

4.1%

Technology

VGRO
48.7%
CHGX
34.8%

Communication Services

VGRO
20.1%
CHGX
8.0%

Industrials

VGRO
9.5%
CHGX
3.8%

Consumer Cyclical

VGRO
7.8%
CHGX
11.0%

Healthcare

VGRO
7.3%
CHGX
14.7%

Utilities

VGRO
4.7%
CHGX
1.0%

Financial Services

VGRO
4.2%
CHGX
18.7%

Basic Materials

VGRO
1.5%
CHGX
3.3%

Consumer Defensive

VGRO

-

CHGX
2.9%

Energy

VGRO

-

CHGX
1.0%

Real Estate

VGRO

-

CHGX
4.1%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Virtus Silvant Growth Opportunities ETF

Change Finance U.S. Large Cap Fossil Fuel Free ETF

Often compared with VGRO:
VGRO vs. SCHGVGRO vs. DGROVGRO vs. VUGVGRO vs. ILCBVGRO vs. DARPVGRO vs. PBUSVGRO vs. LRNZ
Often compared with CHGX:
CHGX vs. SPYXCHGX vs. IFEDCHGX vs. SUSACHGX vs. FBTCCHGX vs. BSJOCHGX vs. SCHDCHGX vs. VOO

Return for Risk

VGRO vs. CHGX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
VGRO

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

CHGX
CHGX Risk / Return Rank: 6868
Overall Rank
CHGX Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
CHGX Sortino Ratio Rank: 6565
Sortino Ratio Rank
CHGX Omega Ratio Rank: 5959
Omega Ratio Rank
CHGX Calmar Ratio Rank: 7474
Calmar Ratio Rank
CHGX Martin Ratio Rank: 7676
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

VGRO vs. CHGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus Silvant Growth Opportunities ETF (VGRO) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

VGROCHGXDifference
Sharpe ratioReturn per unit of total volatility

—

1.49

—

Sortino ratioReturn per unit of downside risk

—

2.13

—

Omega ratioGain probability vs. loss probability

—

1.25

—

Calmar ratioReturn relative to maximum drawdown

—

2.58

—

Martin ratioReturn relative to average drawdown

—

9.25

—

VGRO vs. CHGX - Sharpe Ratio Comparison

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Drawdowns

VGRO vs. CHGX - Drawdown Comparison

The maximum VGRO drawdown since its inception was -15.49%, smaller than the maximum CHGX drawdown of -35.49%. Use the drawdown chart below to compare losses from any high point for VGRO and CHGX.

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Drawdown Indicators

VGROCHGXDifference

Max Drawdown

Largest peak-to-trough decline

-15.49%

-35.49%

+20.00%

Max Drawdown (1Y)

Largest decline over 1 year

—

-8.50%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-18.09%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-30.26%

—

Current Drawdown

Current decline from peak

-10.63%

-4.18%

-6.45%

Average Drawdown

Average peak-to-trough decline

-4.79%

-6.36%

+1.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

2.37%

—

Volatility

VGRO vs. CHGX - Volatility Comparison

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Volatility by Period

VGROCHGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

3.29%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

11.73%

—

Volatility (1Y)

Calculated over the trailing 1-year period

19.46%

14.71%

+4.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.46%

17.71%

+1.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.46%

19.31%

+0.15%

VGRO vs. CHGX - Expense Ratio Comparison

VGRO has a 0.35% expense ratio, which is lower than CHGX's 0.49% expense ratio.

Dividends

VGRO vs. CHGX - Dividend Comparison

VGRO has not paid dividends to shareholders, while CHGX's dividend yield for the trailing twelve months is around 0.57%.

PositionTTM202520242023202220212020201920182017
CHGX
Change Finance U.S. Large Cap Fossil Fuel Free ETF		0.57%0.67%0.76%0.94%1.11%0.56%0.58%0.86%0.00%0.59%
VGRO
Virtus Silvant Growth Opportunities ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

VGRO and CHGX have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VGRO is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VGRO is cheaper with a 0.35% expense ratio, compared with 0.49% for CHGX.

CHGX has the higher dividend yield at 0.57%, compared with 0.00% for VGRO.

They also come from different issuers: Virtus and Change Finance. Their fees differ too: 0.35% for VGRO and 0.49% for CHGX.

Portfolio Optimizer

Find the right allocation for VGRO and CHGX

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