AXS Change Finance ESG ETF

CHGX

Market cap $114M

SHLD, SGDM and EPOL lead 1H25 ETF gains, while WEED, CHGX and EETH post the steepest declines amid global market shifts.

Stance Sustainable Beta ETF has a portfolio of 100 stocks focused on ESG criteria, excluding fossil fuels and tobacco. CHGX is well-diversified in holdings due to its equal-weight methodology, but quite concentrated in the technology sector. Despite outperforming competitors since November 2024, CHGX has underperformed some of them and the S&P 500 since inception.

ESG criteria are being recognized as a comprehensive framework for evaluating companies beyond financial metrics. The AXS Change Finance ESG ETF (CHGX) employs a rigorous screening process to ensure its portfolio aligns with ethical and responsible investing principles.

AXS Change Finance ESG ETF is a U.S. large cap blend fund that uses a proprietary ESG methodology to select companies for its portfolio. The fund allows investors to avoid companies engaged in harmful activities and focuses on companies that make a positive global impact. ESG investing is a growing but evolving space, with risks and uncertainties as well as potential payoffs for investors.