CHGX vs CIK

Comparison between STANCE SUSTAINABLE BETA ETF (CHGX, ETF) and Credit Suisse Asset Management Income Fund Inc (CIK, ETF).

5-Year PerformanceCHGX has outperformed CIK, delivering a return of +10.4% compared to +1.9%

CHGX vs CIK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CHGX(ETF)	CIK(ETF)
Net Assets	$151M	$150M
Expense Ratio	0.49%	N/A
Max Drawdown	35.49%	74.29%
Sharpe Ratio	1.65	-0.80
5Y Beta	0.92	0.40
P/E Ratio	30.23	N/A
Forward P/E	21.20	N/A
PEG Ratio	0.43	N/A
5Y Dividends CAGR	23.24%	1.09%
5Y EPS CAGR	19.79%	N/A
Debt to Equity	12.83%	N/A
P/S Ratio	3.06	N/A
P/B Ratio	5.85	N/A

Net Assets

Winner

CHGX

$151M

CIK

$150M

Expense Ratio

CHGX

0.49%

CIK

N/A

Max Drawdown

Winner

CHGX

35.49%

CIK

74.29%

Sharpe Ratio

Winner

CHGX

1.65

CIK

-0.80

5Y Beta

CHGX

0.92

Winner

CIK

0.40

P/E Ratio

CHGX

30.23

CIK

N/A

Forward P/E

CHGX

21.20

CIK

N/A

PEG Ratio

CHGX

0.43

CIK

N/A

5Y Dividends CAGR

Winner

CHGX

23.24%

CIK

1.09%

5Y EPS CAGR

CHGX

19.79%

CIK

N/A

Debt to Equity

CHGX

12.83%

CIK

N/A

P/S Ratio

CHGX

3.06

CIK

N/A

P/B Ratio

CHGX

5.85

CIK

N/A

CHGX vs CIK - Historical Returns

Returns include dividend reinvestment.

Period	CHGX	CIK
1 month	+5.70%	-3.51%
3 months	+15.65%	-4.61%
6 months	+17.52%	-8.53%
1 year	+29.17%	-5.88%
5 years(CAGR)	+10.40%	+1.90%
10 years(CAGR)	+13.35%	+7.27%
Max(CAGR)	+13.35%	+5.93%

Winner

CHGX

+5.70%

CIK

-3.51%

Winner

CHGX

+15.65%

CIK

-4.61%

Winner

CHGX

+17.52%

CIK

-8.53%

Winner

CHGX

+29.17%

CIK

-5.88%

5Y(CAGR)

Winner

CHGX

+10.40%

CIK

+1.90%

10Y(CAGR)

Winner

CHGX

+13.35%

CIK

+7.27%

Max(CAGR)

Winner

CHGX

+13.35%

CIK

+5.93%

CHGX vs CIK - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CHGX	CIK
2026	+18.36%	-10.06%
2025	+12.25%	+7.14%
2024	+16.10%	+5.40%
2023	+23.60%	+35.36%
2022	-21.70%	-20.82%
2021	+24.27%	+19.34%
2020	+23.84%	+6.85%
2019	+32.61%	+25.89%
2018	-6.59%	-8.39%
2017	+4.32%	+13.04%
2016	N/A	+23.48%
2015	N/A	-7.33%
2014	N/A	-0.10%
2013	N/A	-6.22%
2012	N/A	+19.19%
2011	N/A	+12.25%
2010	N/A	+15.26%
2009	N/A	+58.36%
2008	N/A	-24.93%
2007	N/A	-10.40%
2006	N/A	+27.13%
2005	N/A	-9.37%
2004	N/A	+7.88%
2003	N/A	+26.34%
2002	N/A	-14.24%
2001	N/A	+0.33%
2000	N/A	-3.89%
1999	N/A	-3.96%

CHGX vs CIK Drawdown Comparison

The maximum drawdown for CHGX was -35.49%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.

The maximum drawdown for CIK was -54.28%, occurring on Nov 20, 2008. Recovery took 656 trading sessions.

The current CHGX drawdown is -3.56%. The current CIK drawdown is -13.81%.

Rank	CHGX	CIK
#1	-35.49% Feb 19, 2020 - Aug 4, 2020	-54.28% May 16, 2007 - Dec 21, 2009
#2	-30.26% Nov 16, 2021 - Feb 2, 2024	-39.09% Feb 18, 2020 - Dec 16, 2020
#3	-18.63% Sep 21, 2018 - Apr 1, 2019	-36.18% Jan 15, 2002 - May 31, 2005
#4	-18.09% Dec 4, 2024 - Jun 27, 2025	-26.94% Jan 29, 2001 - Jan 15, 2002
#5	-10.31% Jan 29, 2018 - Aug 28, 2018	-26.22% Jan 3, 2022 - Jun 26, 2023
#6	-8.50% Feb 27, 2026 - Apr 14, 2026	-24.22% May 3, 2013 - Dec 12, 2016
#7	-8.13% Sep 2, 2020 - Oct 12, 2020	-21.26% Jul 13, 2005 - Sep 28, 2006
#8	-7.70% Oct 12, 2020 - Nov 5, 2020	-20.19% Aug 18, 2000 - Jan 26, 2001
#9	-7.50% Oct 27, 2025 - Jan 6, 2026	-17.34% May 27, 2011 - Jan 27, 2012
#10	-7.39% Jul 16, 2024 - Aug 21, 2024	-15.65% Jul 25, 2023 - Dec 8, 2023
#11	-7.18% Mar 28, 2024 - Jul 12, 2024	-15.49% Oct 7, 2025 - Mar 30, 2026
#12	-7.04% May 6, 2019 - Jun 20, 2019	-15.16% Oct 3, 2018 - Mar 20, 2019
#13	-7.01% Sep 3, 2021 - Nov 3, 2021	-14.29% May 3, 2010 - Jul 29, 2010
#14	-7.00% Jul 26, 2019 - Nov 15, 2019	-12.39% Feb 2, 2000 - Jul 17, 2000
#15	-5.92% Feb 12, 2021 - Apr 1, 2021	-11.87% Nov 2, 2012 - Jan 2, 2013

Correlation

Correlation between CHGX and CIK is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2000 - 2026)

CHGX vs CIK dividend yield comparison.

Year	CHGX	CIK
2026	0.00%	4.27%
2025	0.67%	9.54%
2024	0.76%	9.34%
2023	0.94%	8.63%
2022	1.11%	10.71%
2021	0.56%	7.87%
2020	0.58%	8.57%
2019	0.86%	8.39%
2018	0.00%	9.64%
2017	0.59%	7.98%
2016	0.00%	8.35%
2015	0.00%	9.50%
2014	0.00%	8.39%
2013	0.00%	8.34%
2012	0.00%	7.89%
2011	0.00%	7.99%
2010	0.00%	9.82%
2009	0.00%	9.40%
2008	0.00%	18.80%
2007	0.00%	9.22%
2006	0.00%	9.13%
2005	0.00%	10.76%
2004	0.00%	9.44%
2003	0.00%	10.00%
2002	0.00%	18.04%
2001	0.00%	14.46%
2000	0.00%	5.45%