CHGX vs EVG
Comparison between STANCE SUSTAINABLE BETA ETF (CHGX, ETF) and Eaton Vance Short Duration Diversified Income Fund (EVG, ETF).
5-Year PerformanceCHGX has outperformed EVG, delivering a return of +10.4% compared to +5.1%
CHGX vs EVG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CHGX vs EVG - Historical Returns
Returns include dividend reinvestment.
CHGX vs EVG - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | CHGX | EVG |
|---|---|---|
| 2026 | +18.36% | +1.02% |
| 2025 | +12.25% | +7.73% |
| 2024 | +16.10% | +14.35% |
| 2023 | +23.60% | +9.92% |
| 2022 | -21.70% | -13.98% |
| 2021 | +24.27% | +17.58% |
| 2020 | +23.84% | -1.29% |
| 2019 | +32.61% | +15.73% |
| 2018 | -6.59% | -7.54% |
| 2017 | +4.32% | +10.90% |
| 2016 | N/A | +11.79% |
| 2015 | N/A | +1.48% |
| 2014 | N/A | -0.55% |
| 2013 | N/A | -6.02% |
| 2012 | N/A | +12.74% |
| 2011 | N/A | +1.64% |
| 2010 | N/A | +12.46% |
| 2009 | N/A | +41.73% |
| 2008 | N/A | -21.71% |
| 2007 | N/A | -0.61% |
| 2006 | N/A | +13.83% |
| 2005 | N/A | -11.81% |
CHGX vs EVG Drawdown Comparison
The maximum drawdown for CHGX was -35.49%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.
The maximum drawdown for EVG was -40.64%, occurring on Oct 10, 2008. Recovery took 580 trading sessions.
The current CHGX drawdown is -3.56%. The current EVG drawdown is -2.51%.
| Rank | CHGX | EVG |
|---|---|---|
| #1 | -35.49% Feb 19, 2020 - Aug 4, 2020 | -40.64% May 29, 2007 - Sep 15, 2009 |
| #2 | -30.26% Nov 16, 2021 - Feb 2, 2024 | -32.75% Feb 20, 2020 - Jan 11, 2021 |
| #3 | -18.63% Sep 21, 2018 - Apr 1, 2019 | -23.35% Jan 14, 2022 - May 21, 2024 |
| #4 | -18.09% Dec 4, 2024 - Jun 27, 2025 | -16.29% Mar 7, 2005 - Oct 19, 2006 |
| #5 | -10.31% Jan 29, 2018 - Aug 28, 2018 | -12.67% Jan 25, 2013 - Sep 6, 2016 |
| #6 | -8.50% Feb 27, 2026 - Apr 14, 2026 | -10.54% Jul 14, 2011 - Feb 17, 2012 |
| #7 | -8.13% Sep 2, 2020 - Oct 12, 2020 | -10.38% Dec 29, 2017 - May 16, 2019 |
| #8 | -7.70% Oct 12, 2020 - Nov 5, 2020 | -8.24% Mar 3, 2025 - Jun 27, 2025 |
| #9 | -7.50% Oct 27, 2025 - Jan 6, 2026 | -7.62% Oct 5, 2012 - Jan 14, 2013 |
| #10 | -7.39% Jul 16, 2024 - Aug 21, 2024 | -7.05% May 3, 2010 - Sep 1, 2010 |
| #11 | -7.18% Mar 28, 2024 - Jul 12, 2024 | -6.77% Sep 13, 2021 - Jan 14, 2022 |
| #12 | -7.04% May 6, 2019 - Jun 20, 2019 | -6.28% Nov 5, 2010 - May 25, 2011 |
| #13 | -7.01% Sep 3, 2021 - Nov 3, 2021 | -5.03% Feb 17, 2026 - May 6, 2026 |
| #14 | -7.00% Jul 26, 2019 - Nov 15, 2019 | -4.61% Sep 7, 2016 - Dec 9, 2016 |
| #15 | -5.92% Feb 12, 2021 - Apr 1, 2021 | -4.48% Mar 27, 2012 - Jul 16, 2012 |
Correlation
Correlation between CHGX and EVG is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
CHGX vs EVG dividend yield comparison.
| Year | CHGX | EVG |
|---|---|---|
| 2026 | 0.00% | 3.50% |
| 2025 | 0.67% | 8.15% |
| 2024 | 0.76% | 8.69% |
| 2023 | 0.94% | 9.18% |
| 2022 | 1.11% | 12.40% |
| 2021 | 0.56% | 8.75% |
| 2020 | 0.58% | 6.67% |
| 2019 | 0.86% | 6.96% |
| 2018 | 0.00% | 6.63% |
| 2017 | 0.59% | 6.68% |
| 2016 | 0.00% | 7.79% |
| 2015 | 0.00% | 8.05% |
| 2014 | 0.00% | 7.63% |
| 2013 | 0.00% | 7.07% |
| 2012 | 0.00% | 5.72% |
| 2011 | 0.00% | 6.11% |
| 2010 | 0.00% | 7.41% |
| 2009 | 0.00% | 6.19% |
| 2008 | 0.00% | 11.37% |
| 2007 | 0.00% | 8.86% |
| 2006 | 0.00% | 7.98% |
| 2005 | 0.00% | 6.08% |
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