Compare · 2 funds side by side · dividends reinvested

CHGX and VOO

CHGXStance×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

CHGX and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.4

Stance Sustainable Beta ETFUnsorted0.49%0.54%+23.4%+22.7%+6.4%+0.5%−8.5%15.0%$177M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CHGX 2017 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Stance Sustainable Beta ETF · $177M$10,263

CHGX

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 22.0% in common

CHGXMeasureVOO

+23.4%Year to dateJan 1 → Nov 4+13.4%

+22.7%1 yearTotal return+13.5%

+6.4%3 years · per year$10,000 became $12,055 · $19,172+24.2%

+0.5%5 years · per year$10,000 became $10,263 · $18,115+12.6%

0.49%Expense ratio$49 · $3 a year on $10k · lower is better0.03%

0.54%Trailing 12-mo yield$54 · $105 a year on $10k1.05%

−8.5%Worst dropSmaller is better−8.9%

15.0%VolatilityLower is calmer12.8%

CHGXVOO Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5VOO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CHGX vs VOO: Top 5 Holdings

Today

CHGX

6.4%in top 5

VOO

in top 528.3%

CHGXStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

1.4%ACNnot top 5

1.3%SNnot top 5

1.2%CARTnot top 5

1.2%LLYnot top 5

1.2%ISRGnot top 5

Held in common22.0%

End-of-day Nov 4, 2026 · share of each fund

CHGX vs VOO Returns, Every Period

StanceCHGX

+0.5%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

CHGXVOOFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: CHGX vs VOO

YTD

StanceCHGX

+23.4%

VOOVanguard

+13.4%

+23.4%Year to date+13.4%

−8.5%Worst drop · 1Y−8.9%

15.0%Volatility · 1Y12.8%

0.5%Yield1.1%

$177MAssets$1.00T

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CHGX, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

CHGX0.49%$49

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CHGX, VOO

1.05%highest, VOO

FundTrailing yieldYield$10k

VOO1.05%$105

CHGX0.54%$54

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

CHGX$54 − $49 = $5

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CHGX, VOO

Today

22.0%most shared, CHGX and VOO

CHGXVOO

CHGX—22.0%

VOO22.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.7%CHGX, at 15.0% volatility

VOOWorst drop−8.9%12.8% vol

CHGXWorst drop−8.5%15.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VOOCHGX

+13.4%Year to date+23.4%

1.1%Yield0.5%

+13.5%Past year+22.7%

0.03%Fee0.49%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026