Stance FundsLarge BlendCHGX · Nasdaq

Stance Sustainable Beta ETF (CHGX)

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Price: $32.99; —11 Sept 2026
Assets: $179.2M; Total net assets
Expense ratio: 0.49%; Category 0.72%
Yield: 0.54%; Trailing distributions

1Y return: 22.2%+6.7%; Category 15.6%
3Y CAGR: 19.2%0.0%; Category 19.2%
5Y CAGR: 9.6%-1.8%; Category 11.4%

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Stance Sustainable Beta ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
ETF	-2.8%	-0.1%	+21.3%	+21.3%	+22.2%	+19.2%	+9.6%	—	+13.1%
Large Blend average	-1.7%	2.7%	14.8%	12.0%	15.6%	19.2%	11.4%	14.1%	14.5%
Difference	-1.2%	-2.7%	+6.5%	+9.3%	+6.7%	0.0%	-1.8%	—	-1.3%

Holdings

The 10 largest positions make up 13.1% of the fund.

Top holdings

Largest holdings by weight
Ticker	Holding	Weight
SN	SharkNinja Inc	1.44%
CRM	Salesforce Inc	1.43%
PANW	Palo Alto Networks Inc	1.40%
NET	Cloudflare Inc	1.34%
NOW	ServiceNow Inc	1.32%
ANET	Arista Networks Inc	1.25%
WTW	Willis Towers Watson PLC	1.24%
TMO	Thermo Fisher Scientific Inc	1.24%
AMGN	Amgen Inc	1.23%
LPLA	LPL Financial Holdings Inc	1.23%

Portfolio valuation

Weighted averages of what the fund holds.

P/E: 24.7
P/B: 4.5
P/S: 2.8
P/CF: 15.7

Sector allocation

Share of the equity the fund holds.

Technology36.8%
Financial services14.1%
Health care10.9%
Consumer discretionary10.6%
Industrials9.4%
Communication services9.1%
Consumer staples4.3%
Real estate2.9%
Materials1.9%

Asset mix

Stocks99.6%
Cash0.4%

ETF details

Issuer: Stance Funds
Category: Equity · Large Blend
Ticker: CHGX
Exchange: Nasdaq
Inception: 9 Oct 2017 (8.9 years)
Structure: Exchange Traded Fund
Expense ratio: 0.49% (category 0.72%)
Holdings turnover: 95% (category 95%)
Distribution yield: 0.54%
Beta, 3 years: 1.10
Total net assets: $179.2M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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