CHGX vs FID

Comparison between STANCE SUSTAINABLE BETA ETF (CHGX, ETF) and First Trust S&P International Dividend Aristocrats ETF (FID, ETF).

5-Year PerformanceCHGX has outperformed FID, delivering a return of +10.6% compared to +7.5%

CHGX vs FID - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CHGX(ETF)	FID(ETF)
Net Assets	$165M	$165M
Expense Ratio	0.49%	0.60%
Max Drawdown	35.49%	39.79%
Sharpe Ratio	1.69	1.57
5Y Beta	0.92	0.37
P/E Ratio	30.22	N/A
Forward P/E	20.64	N/A
PEG Ratio	0.35	N/A
5Y Dividends CAGR	23.24%	7.17%
5Y EPS CAGR	19.37%	N/A
Debt to Equity	-36.79%	N/A
P/S Ratio	3.07	N/A
P/B Ratio	5.84	N/A

Net Assets

Winner

CHGX

$165M

FID

$165M

Expense Ratio

Winner

CHGX

0.49%

FID

0.60%

Max Drawdown

Winner

CHGX

35.49%

FID

39.79%

Sharpe Ratio

Winner

CHGX

1.69

FID

1.57

5Y Beta

CHGX

0.92

Winner

FID

0.37

P/E Ratio

CHGX

30.22

FID

N/A

Forward P/E

CHGX

20.64

FID

N/A

PEG Ratio

CHGX

0.35

FID

N/A

5Y Dividends CAGR

Winner

CHGX

23.24%

FID

7.17%

5Y EPS CAGR

CHGX

19.37%

FID

N/A

Debt to Equity

CHGX

-36.79%

FID

N/A

P/S Ratio

CHGX

3.07

FID

N/A

P/B Ratio

CHGX

5.84

FID

N/A

CHGX vs FID - Holdings Comparison

CHGX and FID have 1 common holdings. Overlap is -0.04%

CHGX's top 25 holdings weight is 39.04%. FID's top 25 holdings weight is 44.47%.

Rank	CHGX	FID
#1	MARVELL TECHNOLOGY INC (MRVL) - 2.57%	LENOVO GROUP LTD (n/a) - 3.44%
#2	n/a (DELL) - 2.50%	TELUS CORP (n/a) - 2.32%
#3	SANDISK CORP ORDINARY SHARES (SNDK) - 2.29%	LEGAL & GENERAL GROUP PLC (n/a) - 2.27%
#4	MICRON TECHNOLOGY INC (MU) - 2.18%	APA GROUP (n/a) - 2.06%
#5	ADVANCED MICRO DEVICES INC (AMD) - 2.12%	TELEPERFORMANCE SE (n/a) - 1.92%
#6	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.99%	FAR EAST HORIZON LTD (n/a) - 1.85%
#7	INTEL CORP (INTC) - 1.90%	SCHRODERS PLC (n/a) - 1.82%
#8	WESTERN DIGITAL CORP (WDC) - 1.75%	ELISA OYJ CLASS A (n/a) - 1.82%
#9	BLOOM ENERGY CORP CLASS A (BE) - 1.62%	PEMBINA PIPELINE CORP (n/a) - 1.81%
#10	CIENA CORP (CIEN) - 1.53%	CANADIAN NATURAL RESOURCES LTD (CNQ) - 1.77%
#11	ROCKET LAB CORP (RKLB) - 1.48%	DNB BANK ASA (n/a) - 1.74%
#12	PALO ALTO NETWORKS INC (PANW) - 1.48%	KEYERA CORP (n/a) - 1.72%
#13	FORTINET INC (FTNT) - 1.46%	BOSIDENG INTERNATIONAL HOLDINGS LTD (n/a) - 1.70%
#14	CISCO SYSTEMS INC (CSCO) - 1.36%	JIANGSU EXPRESSWAY CO LTD CLASS H (n/a) - 1.68%
#15	ORACLE CORP (ORCL) - 1.35%	LONDONMETRIC PROPERTY PLC (n/a) - 1.64%
#16	TEXAS INSTRUMENTS INC (TXN) - 1.29%	LG CORP (n/a) - 1.59%
#17	MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.27%	SINO LAND CO LTD (n/a) - 1.57%
#18	STEEL DYNAMICS INC (STLD) - 1.23%	n/a (n/a) - 1.54%
#19	APPLIED MATERIALS INC (AMAT) - 1.17%	ENEL SPA (n/a) - 1.52%
#20	CADENCE DESIGN SYSTEMS INC (CDNS) - 1.17%	TC ENERGY CORP (TRP) - 1.51%
#21	UNITEDHEALTH GROUP INC (UNH) - 1.11%	GS HOLDINGS CORP (n/a) - 1.48%
#22	CLOUDFLARE INC (NET) - 1.09%	AGC INC (n/a) - 1.48%
#23	TERADYNE INC (TER) - 1.08%	EDP-ENERGIAS DE PORTUGAL SA (n/a) - 1.44%
#24	ARISTA NETWORKS INC (ANET) - 1.04%	WAREHOUSES DE PAUW SA (n/a) - 1.42%
#25	BANK OF NEW YORK MELLON CORP (BNY) - 1.01%	SAUDI TELECOM CO (n/a) - 1.36%
Total Holdings	105	79

CHGX vs FID - Historical Returns

Returns include dividend reinvestment.

Period	CHGX	FID
1 month	+6.47%	+1.07%
3 months	+21.45%	+6.78%
6 months	+21.01%	+10.63%
1 year	+30.29%	+20.06%
5 years(CAGR)	+10.58%	+7.54%
10 years(CAGR)	+13.60%	N/A
Max(CAGR)	+13.60%	+7.34%

Winner

CHGX

+6.47%

FID

+1.07%

Winner

CHGX

+21.45%

FID

+6.78%

Winner

CHGX

+21.01%

FID

+10.63%

Winner

CHGX

+30.29%

FID

+20.06%

5Y(CAGR)

Winner

CHGX

+10.58%

FID

+7.54%

10Y(CAGR)

CHGX

+13.60%

FID

N/A

Max(CAGR)

Winner

CHGX

+13.60%

FID

+7.34%

CHGX vs FID - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	CHGX	FID
2026	+20.85%	+7.87%
2025	+12.25%	+32.95%
2024	+16.10%	+5.88%
2023	+23.60%	+8.98%
2022	-21.70%	-9.04%
2021	+24.27%	+12.94%
2020	+23.84%	-7.53%
2019	+32.61%	+22.36%
2018	-6.59%	-8.00%
2017	+4.32%	N/A

CHGX vs FID Drawdown Comparison

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

The maximum drawdown for FID was -39.79%, occurring on Mar 23, 2020. Recovery took 290 trading sessions.

The current CHGX drawdown is -1.52%. The current FID drawdown is -1.22%.

Rank	CHGX	FID
#1	-35.49% Feb 19, 2020 - Aug 4, 2020	-39.79% Jan 21, 2020 - Mar 16, 2021
#2	-30.26% Nov 16, 2021 - Feb 2, 2024	-29.13% Jan 11, 2022 - Sep 17, 2024
#3	-18.63% Sep 21, 2018 - Apr 1, 2019	-11.32% Sep 20, 2018 - Apr 16, 2019
#4	-18.09% Dec 4, 2024 - Jun 27, 2025	-9.61% Sep 26, 2024 - Mar 19, 2025
#5	-10.31% Jan 29, 2018 - Aug 28, 2018	-9.34% Mar 19, 2025 - Apr 22, 2025
#6	-8.50% Feb 27, 2026 - Apr 14, 2026	-8.93% Feb 25, 2026 - Jun 1, 2026
#7	-8.13% Sep 2, 2020 - Oct 12, 2020	-8.59% Jun 11, 2021 - Dec 23, 2021
#8	-7.70% Oct 12, 2020 - Nov 5, 2020	-7.58% Dec 23, 2021 - Jan 11, 2022
#9	-7.50% Oct 27, 2025 - Jan 6, 2026	-7.56% Jul 3, 2019 - Sep 19, 2019
#10	-7.39% Jul 16, 2024 - Aug 21, 2024	-6.31% Apr 22, 2019 - Jul 3, 2019
#11	-7.18% Mar 28, 2024 - Jul 12, 2024	-4.45% Aug 29, 2018 - Sep 20, 2018
#12	-7.04% May 6, 2019 - Jun 20, 2019	-2.79% Sep 20, 2019 - Oct 11, 2019
#13	-7.01% Sep 3, 2021 - Nov 3, 2021	-2.56% Aug 22, 2025 - Oct 23, 2025
#14	-7.00% Jul 26, 2019 - Nov 15, 2019	-2.47% Nov 12, 2025 - Nov 26, 2025
#15	-5.92% Feb 12, 2021 - Apr 1, 2021	-2.47% Jun 2, 2026 - Jun 5, 2026