CHGX vs ITOT: holdings overlap, shared companies and scores
As of October 9, 2026, CHGX and ITOT overlap 21.1% by weight. Stance Sustainable Beta ETF (CHGX): US large-cap ESG stocks iShares Core S&P Total U.S. Stock Market ETF (ITOT): U.S. total market equities.
Updated October 9, 2026
Where CHGX and ITOT trade against their own history
CHGX trades at 24.6 times earnings, against its own median of 25.0, and is cheaper than 52% of its own last 9 years.
ITOT trades at 24.2 times earnings, against its own median of 22.3, and is more expensive than 63% of its own last 9 years.
What moved CHGX and ITOT this week
CHGX rose 1.5% in the week to October 9, 2026. The holdings that moved it most were Ciena (+14.9%), Snap (+11.6%) and Autodesk (+11.0%); Intel (−12.3%) pushed the other way.
ITOT rose 1.0% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Alphabet (+2.4%); Nvidia (−2.0%) pushed the other way.
What do CHGX and ITOT each hold?
What's inside CHGX: Tech 38%, Semiconductors 10%.
12% of CHGX is its ten largest holdings.
What's inside ITOT: Tech 43%, Magnificent 7 31%.
35% of ITOT is its ten largest holdings.
How much do CHGX and ITOT overlap? 21.1% by weight
As of October 9, 2026, CHGX and ITOT overlap 21.1% by weight.
100% of CHGX is already inside ITOT.
34% of ITOT is already inside CHGX.
CHGX holds 102 companies and ITOT holds 2,425; 100 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score CHGX and ITOT? 3.8 and 6.6 out of 10
As of October 9, 2026, ETF Copilot scores CHGX 3.8 out of 10 and ITOT 6.6 out of 10.
They differ most on Risk: CHGX 0.5 and ITOT 6.3.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | CHGX | ITOT |
|---|---|---|
| Growth | 5.2 | 7.2 |
| Value | 5.2 | 3.0 |
| Risk | 0.5 | 6.3 |
| Quality | 6.4 | 7.7 |
| Return | 2.0 | 7.7 |
ITOT is the cheaper of the two at 0.03% a year
As of October 9, 2026, CHGX charges 0.49% a year, yields 0.53% and holds $179M in assets across 102 positions.
As of October 9, 2026, ITOT charges 0.03% a year, yields 0.99% and holds $97.8B in assets across 2425 positions.
| Measure | CHGX | ITOT |
|---|---|---|
| Expense ratio | 0.49% | 0.03% |
| Dividend yield | 0.53% | 0.99% |
| Assets under management | $179M | $97.8B |
| Holdings | 102 | 2425 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “CHGX vs ITOT holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/chgx-vs-itot
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