CHGX vs ESUM
Comparison between STANCE SUSTAINABLE BETA ETF (CHGX, ETF) and Eventide US Market ETF (ESUM, ETF).
CHGX vs ESUM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CHGX
$179M
ESUM
$178M
Expense Ratio
CHGX
0.49%
Winner
ESUM
0.39%
Max Drawdown
CHGX
35.49%
Winner
ESUM
8.28%
Sharpe Ratio
Winner
CHGX
1.35
ESUM
0.82
5Y Beta
Winner
CHGX
0.92
ESUM
0.97
P/E Ratio
Winner
CHGX
29.00
ESUM
31.59
Forward P/E
Winner
CHGX
19.84
ESUM
20.89
PEG Ratio
CHGX
0.41
ESUM
N/A
5Y Dividends CAGR
CHGX
23.25%
ESUM
N/A
5Y EPS CAGR
CHGX
18.25%
Winner
ESUM
24.67%
Debt to Equity
CHGX
-23.14%
ESUM
N/A
P/S Ratio
Winner
CHGX
2.94
ESUM
3.58
P/B Ratio
Winner
CHGX
5.27
ESUM
5.65
CHGX vs ESUM - Holdings Comparison
CHGX and ESUM have 39 common holdings. Overlap is 24.06%
CHGX's top 25 holdings weight is 28.16%. ESUM's top 25 holdings weight is 40.13%.
| Rank | CHGX | ESUM |
|---|---|---|
| #1 | PALO ALTO NETWORKS INC (PANW) - 1.30% | NVIDIA CORP (NVDA) - 6.66% |
| #2 | APPLIED MATERIALS INC (AMAT) - 1.27% | BROADCOM INC (AVGO) - 2.59% |
| #3 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.21% | MICRON TECHNOLOGY INC (MU) - 2.44% |
| #4 | WESTERN DIGITAL CORP (WDC) - 1.19% | ADVANCED MICRO DEVICES INC (AMD) - 1.78% |
| #5 | TERADYNE INC (TER) - 1.19% | EXXON MOBIL CORP (XOM) - 1.72% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 1.16% | ELI LILLY AND CO (LLY) - 1.61% |
| #7 | SHARKNINJA INC (SN) - 1.16% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.57% |
| #8 | INTEL CORP (INTC) - 1.15% | CATERPILLAR INC (CAT) - 1.57% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.13% | THE HOME DEPOT INC (HD) - 1.52% |
| #10 | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 1.13% | LAM RESEARCH CORP (LRCX) - 1.47% |
| #11 | MASCO CORP (MAS) - 1.12% | KLA CORP (KLAC) - 1.47% |
| #12 | n/a (DELL) - 1.11% | PALO ALTO NETWORKS INC (PANW) - 1.35% |
| #13 | FORTINET INC (FTNT) - 1.11% | LINDE PLC (LIN) - 1.35% |
| #14 | US FOODS HOLDING CORP (USFD) - 1.10% | UNION PACIFIC CORP (UNP) - 1.35% |
| #15 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.10% | AMERICAN EXPRESS CO (AXP) - 1.27% |
| #16 | CLOUDFLARE INC (NET) - 1.09% | n/a (DELL) - 1.21% |
| #17 | AMERICAN EXPRESS CO (AXP) - 1.09% | LOWE'S COMPANIES INC (LOW) - 1.16% |
| #18 | THE HOME DEPOT INC (HD) - 1.08% | PROGRESSIVE CORP (PGR) - 1.06% |
| #19 | ABBVIE INC (ABBV) - 1.08% | DUKE ENERGY CORP (DUK) - 1.05% |
| #20 | FLEX LTD (FLEX) - 1.08% | PROLOGIS INC (PLD) - 1.03% |
| #21 | ARISTA NETWORKS INC (ANET) - 1.07% | TRUIST FINANCIAL CORP (TFC) - 1.00% |
| #22 | SYNCHRONY FINANCIAL (SYF) - 1.07% | AMGEN INC (AMGN) - 0.99% |
| #23 | MAPLEBEAR INC (CART) - 1.06% | ILLINOIS TOOL WORKS INC (ITW) - 0.98% |
| #24 | ECOLAB INC (ECL) - 1.06% | O'REILLY AUTOMOTIVE INC (ORLY) - 0.97% |
| #25 | CHARLES SCHWAB CORP (SCHW) - 1.05% | GE VERNOVA INC (GEV) - 0.96% |
| Total Holdings | 104 | 198 |
CHGX vs ESUM - Historical Returns
Returns include dividend reinvestment.
1M
CHGX
-2.28%
Winner
ESUM
-0.22%
3M
Winner
CHGX
+9.49%
ESUM
+7.42%
6M
Winner
CHGX
+15.77%
ESUM
+9.36%
1Y
Winner
CHGX
+25.05%
ESUM
+13.54%
5Y(CAGR)
CHGX
+9.41%
ESUM
N/A
10Y(CAGR)
CHGX
+13.18%
ESUM
N/A
Max(CAGR)
CHGX
+13.18%
Winner
ESUM
+15.29%
CHGX vs ESUM - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | CHGX | ESUM |
|---|---|---|
| 2026 | +18.64% | +11.50% |
| 2025 | +12.25% | +1.23% |
| 2024 | +16.10% | N/A |
| 2023 | +23.60% | N/A |
| 2022 | -21.70% | N/A |
| 2021 | +24.27% | N/A |
| 2020 | +23.84% | N/A |
| 2019 | +32.61% | N/A |
| 2018 | -6.59% | N/A |
| 2017 | +4.32% | N/A |
CHGX vs ESUM Drawdown Comparison
The maximum drawdown for CHGX was -35.49%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.
The maximum drawdown for ESUM was -8.13%, occurring on Mar 30, 2026. Recovery took 55 trading sessions.
The current CHGX drawdown is -3.33%. The current ESUM drawdown is -1.95%.
| Rank | CHGX | ESUM |
|---|---|---|
| #1 | -35.49% Feb 19, 2020 - Aug 4, 2020 | -8.13% Jan 28, 2026 - Apr 17, 2026 |
| #2 | -30.26% Nov 16, 2021 - Feb 2, 2024 | -6.03% Oct 27, 2025 - Jan 12, 2026 |
| #3 | -18.63% Sep 21, 2018 - Apr 1, 2019 | -4.41% Jun 2, 2026 - Jun 29, 2026 |
| #4 | -18.09% Dec 4, 2024 - Jun 27, 2025 | -2.90% Oct 8, 2025 - Oct 24, 2025 |
| #5 | -10.31% Jan 29, 2018 - Aug 28, 2018 | -2.68% Jun 30, 2026 - Jul 20, 2026 |
| #6 | -8.50% Feb 27, 2026 - Apr 14, 2026 | -2.01% Jan 12, 2026 - Jan 26, 2026 |
| #7 | -8.13% Sep 2, 2020 - Oct 12, 2020 | -1.92% Sep 11, 2025 - Oct 2, 2025 |
| #8 | -7.70% Oct 12, 2020 - Nov 5, 2020 | -1.75% May 14, 2026 - May 22, 2026 |
| #9 | -7.50% Oct 27, 2025 - Jan 6, 2026 | -1.41% Apr 27, 2026 - May 5, 2026 |
| #10 | -7.39% Jul 16, 2024 - Aug 21, 2024 | -1.00% Aug 29, 2025 - Sep 4, 2025 |
| #11 | -7.18% Mar 28, 2024 - Jul 12, 2024 | -0.66% May 11, 2026 - May 14, 2026 |
| #12 | -7.04% May 6, 2019 - Jun 20, 2019 | -0.59% May 26, 2026 - May 29, 2026 |
| #13 | -7.01% Sep 3, 2021 - Nov 3, 2021 | -0.53% Oct 6, 2025 - Oct 8, 2025 |
| #14 | -7.00% Jul 26, 2019 - Nov 15, 2019 | -0.52% May 6, 2026 - May 11, 2026 |
| #15 | -5.92% Feb 12, 2021 - Apr 1, 2021 | -0.35% Apr 20, 2026 - Apr 22, 2026 |
Correlation
Correlation between CHGX and ESUM is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2017 - 2026)
CHGX vs ESUM dividend yield comparison.
| Year | CHGX | ESUM |
|---|---|---|
| 2026 | 0.00% | 0.53% |
| 2025 | 0.67% | 0.48% |
| 2024 | 0.76% | 0.00% |
| 2023 | 0.94% | 0.00% |
| 2022 | 1.11% | 0.00% |
| 2021 | 0.56% | 0.00% |
| 2020 | 0.58% | 0.00% |
| 2019 | 0.86% | 0.00% |
| 2017 | 0.59% | 0.00% |
Select Stocks to Compare
Popular: CHGX vs SPYESUM vs SPY
More Comparisons
Compare with similar stocks