Key stats
About AXS Change Finance ESG ETF
Expense ratio
0.49%
Home page
Inception date
Oct 9, 2017
CHGX offers US large-cap exposure to investors looking to incorporate environmental, social, and governance standards (ESG) into their portfolios. The starting universe, which consists of roughly 1000 stocks and REITS, is screened using sustainability metrics from Oekom Research AG. The holistic evaluation considers over 50 different criteria which considers aspects such as corruption, emissions, and hiring practices. The remaining securities are then sorted by sector and market capthe largest firms from each sector are selected, such that the final portfolio consists of 100 equally weighted securities with sector weightings matching the Solactive US Large Cap Index. Prior to Februrary 1, 2022, the fund name was Change Finance US Large Cap Fossil Fuel Free ETF.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Technology Services
Electronic Technology
Finance
Stocks99.50%
Technology Services27.13%
Electronic Technology14.39%
Finance12.07%
Health Technology9.79%
Commercial Services5.98%
Distribution Services5.77%
Consumer Non-Durables4.94%
Producer Manufacturing4.37%
Retail Trade3.84%
Utilities2.18%
Consumer Durables2.11%
Health Services2.06%
Process Industries2.00%
Consumer Services1.86%
Non-Energy Minerals1.00%
Bonds, Cash & Other0.50%
Cash0.50%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history