CHGX vs GTOQ

Comparison between STANCE SUSTAINABLE BETA ETF (CHGX, ETF) and INVESCO HIGH YIELD SYSTEMATIC BOND ETF (GTOQ, ETF).

5-Year PerformanceCHGX has outperformed GTOQ, delivering a return of +10.6% compared to +3.9%

CHGX vs GTOQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CHGX(ETF)	GTOQ(ETF)
Net Assets	$165M	$165M
Expense Ratio	0.49%	0.39%
Max Drawdown	35.49%	20.62%
Sharpe Ratio	1.69	0.80
5Y Beta	0.92	0.22
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%	34.35%
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

GTOQ

$165M

Expense Ratio

CHGX

0.49%

Winner

GTOQ

0.39%

Max Drawdown

CHGX

35.49%

Winner

GTOQ

20.62%

Sharpe Ratio

Winner

CHGX

1.69

GTOQ

0.80

5Y Beta

CHGX

0.92

Winner

GTOQ

0.22

P/E Ratio

CHGX

30.22

GTOQ

N/A

Forward P/E

CHGX

20.64

GTOQ

N/A

PEG Ratio

CHGX

0.35

GTOQ

N/A

5Y Dividends CAGR

CHGX

23.24%

Winner

GTOQ

34.35%

5Y EPS CAGR

CHGX

19.37%

GTOQ

N/A

Debt to Equity

CHGX

-36.79%

GTOQ

N/A

P/S Ratio

CHGX

3.07

GTOQ

N/A

P/B Ratio

CHGX

5.84

GTOQ

N/A

CHGX vs GTOQ - Historical Returns

Returns include dividend reinvestment.

Period	CHGX	GTOQ
1 month	+6.47%	+0.88%
3 months	+21.45%	+2.88%
6 months	+21.01%	+2.39%
1 year	+30.29%	+6.81%
5 years(CAGR)	+10.58%	+3.88%
10 years(CAGR)	+13.60%	N/A
Max(CAGR)	+13.60%	+4.29%

Winner

CHGX

+6.47%

GTOQ

+0.88%

Winner

CHGX

+21.45%

GTOQ

+2.88%

Winner

CHGX

+21.01%

GTOQ

+2.39%

Winner

CHGX

+30.29%

GTOQ

+6.81%

5Y(CAGR)

Winner

CHGX

+10.58%

GTOQ

+3.88%

10Y(CAGR)

CHGX

+13.60%

GTOQ

N/A

Max(CAGR)

Winner

CHGX

+13.60%

GTOQ

+4.29%

CHGX vs GTOQ - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	CHGX	GTOQ
2026	+20.85%	+1.88%
2025	+12.25%	+7.86%
2024	+16.10%	+8.87%
2023	+23.60%	+13.34%
2022	-21.70%	-12.13%
2021	+24.27%	+5.36%
2020	+23.84%	+0.38%
2019	+32.61%	N/A
2018	-6.59%	N/A
2017	+4.32%	N/A

CHGX vs GTOQ Drawdown Comparison

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

The maximum drawdown for GTOQ was -15.96%, occurring on Sep 30, 2022. Recovery took 571 trading sessions.

The current CHGX drawdown is -1.52%.

Rank	CHGX	GTOQ
#1	-35.49% Feb 19, 2020 - Aug 4, 2020	-15.96% Sep 20, 2021 - Dec 27, 2023
#2	-30.26% Nov 16, 2021 - Feb 2, 2024	-5.25% Feb 28, 2025 - Jun 3, 2025
#3	-18.63% Sep 21, 2018 - Apr 1, 2019	-2.95% Feb 10, 2026 - Apr 17, 2026
#4	-18.09% Dec 4, 2024 - Jun 27, 2025	-2.02% Mar 27, 2024 - May 6, 2024
#5	-10.31% Jan 29, 2018 - Aug 28, 2018	-1.51% Dec 6, 2024 - Jan 21, 2025
#6	-8.50% Feb 27, 2026 - Apr 14, 2026	-1.47% Oct 2, 2025 - Nov 26, 2025
#7	-8.13% Sep 2, 2020 - Oct 12, 2020	-1.34% Dec 27, 2023 - Jan 29, 2024
#8	-7.70% Oct 12, 2020 - Nov 5, 2020	-1.31% Feb 12, 2021 - Apr 5, 2021
#9	-7.50% Oct 27, 2025 - Jan 6, 2026	-1.22% Jul 16, 2024 - Aug 15, 2024
#10	-7.39% Jul 16, 2024 - Aug 21, 2024	-1.16% Feb 1, 2024 - Mar 7, 2024
#11	-7.18% Mar 28, 2024 - Jul 12, 2024	-1.04% Jan 28, 2025 - Feb 25, 2025
#12	-7.04% May 6, 2019 - Jun 20, 2019	-0.99% Nov 8, 2024 - Nov 20, 2024
#13	-7.01% Sep 3, 2021 - Nov 3, 2021	-0.87% May 7, 2021 - Jun 7, 2021
#14	-7.00% Jul 26, 2019 - Nov 15, 2019	-0.80% Jan 20, 2021 - Feb 5, 2021
#15	-5.92% Feb 12, 2021 - Apr 1, 2021	-0.77% May 21, 2024 - Jun 3, 2024