CHGX vs IMOM
Comparison between STANCE SUSTAINABLE BETA ETF (CHGX, ETF) and ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE MOMENTUM ETF (IMOM, ETF).
5-Year PerformanceCHGX has outperformed IMOM, delivering a return of +10.6% compared to +8.2%
CHGX vs IMOM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CHGX
$165M
Winner
IMOM
$166M
Expense Ratio
CHGX
0.49%
Winner
IMOM
0.38%
Max Drawdown
Winner
CHGX
35.49%
IMOM
47.07%
Sharpe Ratio
Winner
CHGX
1.69
IMOM
1.58
5Y Beta
CHGX
0.92
Winner
IMOM
0.86
P/E Ratio
CHGX
30.22
IMOM
N/A
Forward P/E
CHGX
20.64
IMOM
N/A
PEG Ratio
CHGX
0.35
IMOM
N/A
5Y Dividends CAGR
CHGX
23.24%
Winner
IMOM
53.23%
5Y EPS CAGR
CHGX
19.37%
IMOM
N/A
Debt to Equity
CHGX
-36.79%
IMOM
N/A
P/S Ratio
CHGX
3.07
IMOM
N/A
P/B Ratio
CHGX
5.84
IMOM
N/A
CHGX vs IMOM - Holdings Comparison
CHGX and IMOM have 2 common holdings. Overlap is 0.24%
CHGX's top 25 holdings weight is 39.04%. IMOM's top 25 holdings weight is 51.80%.
| Rank | CHGX | IMOM |
|---|---|---|
| #1 | MARVELL TECHNOLOGY INC (MRVL) - 2.57% | TECHNOPROBE SPA (n/a) - 2.21% |
| #2 | n/a (DELL) - 2.50% | VERBIO SE (n/a) - 2.19% |
| #3 | SANDISK CORP ORDINARY SHARES (SNDK) - 2.29% | GLENCORE PLC (n/a) - 2.17% |
| #4 | MICRON TECHNOLOGY INC (MU) - 2.18% | CODAN LTD (n/a) - 2.15% |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 2.12% | AURUBIS AG (n/a) - 2.15% |
| #6 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.99% | PLS GROUP LTD (n/a) - 2.12% |
| #7 | INTEL CORP (INTC) - 1.90% | REPSOL SA (n/a) - 2.11% |
| #8 | WESTERN DIGITAL CORP (WDC) - 1.75% | BHP GROUP LTD (n/a) - 2.10% |
| #9 | BLOOM ENERGY CORP CLASS A (BE) - 1.62% | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 2.09% |
| #10 | CIENA CORP (CIEN) - 1.53% | ABB LTD (n/a) - 2.08% |
| #11 | ROCKET LAB CORP (RKLB) - 1.48% | WOODSIDE ENERGY GROUP LTD (n/a) - 2.07% |
| #12 | PALO ALTO NETWORKS INC (PANW) - 1.48% | RIO TINTO LTD (n/a) - 2.07% |
| #13 | FORTINET INC (FTNT) - 1.46% | TOKYO ELECTRON LTD (n/a) - 2.06% |
| #14 | CISCO SYSTEMS INC (CSCO) - 1.36% | ENLIGHT RENEWABLE ENERGY LTD (n/a) - 2.06% |
| #15 | ORACLE CORP (ORCL) - 1.35% | KEPPEL LTD (n/a) - 2.04% |
| #16 | TEXAS INSTRUMENTS INC (TXN) - 1.29% | ROHM CO LTD (n/a) - 2.03% |
| #17 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.27% | SOLARIA ENERGIA Y MEDIO AMBIENTE SA (n/a) - 2.03% |
| #18 | STEEL DYNAMICS INC (STLD) - 1.23% | SCREEN HOLDINGS CO LTD (n/a) - 2.03% |
| #19 | APPLIED MATERIALS INC (AMAT) - 1.17% | VESTAS WIND SYSTEMS AS (n/a) - 2.02% |
| #20 | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.17% | RWE AG CLASS A (n/a) - 2.02% |
| #21 | UNITEDHEALTH GROUP INC (UNH) - 1.11% | ZEGONA COMMUNICATIONS PLC (n/a) - 2.01% |
| #22 | CLOUDFLARE INC (NET) - 1.09% | ENEOS HOLDINGS INC (n/a) - 2.00% |
| #23 | TERADYNE INC (TER) - 1.08% | ELBIT SYSTEMS LTD (n/a) - 2.00% |
| #24 | ARISTA NETWORKS INC (ANET) - 1.04% | ANRITSU CORP (n/a) - 2.00% |
| #25 | BANK OF NEW YORK MELLON CORP (BNY) - 1.01% | ACCIONA SA (n/a) - 1.99% |
| Total Holdings | 105 | 55 |
CHGX vs IMOM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CHGX
+6.47%
IMOM
-2.30%
3M
Winner
CHGX
+21.45%
IMOM
+8.10%
6M
Winner
CHGX
+21.01%
IMOM
+18.53%
1Y
CHGX
+30.29%
Winner
IMOM
+39.14%
5Y(CAGR)
Winner
CHGX
+10.58%
IMOM
+8.17%
10Y(CAGR)
Winner
CHGX
+13.60%
IMOM
+7.81%
Max(CAGR)
Winner
CHGX
+13.60%
IMOM
+7.82%
CHGX vs IMOM - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | CHGX | IMOM |
|---|---|---|
| 2026 | +20.85% | +14.58% |
| 2025 | +12.25% | +46.80% |
| 2024 | +16.10% | +6.38% |
| 2023 | +23.60% | +9.92% |
| 2022 | -21.70% | -22.11% |
| 2021 | +24.27% | -2.16% |
| 2020 | +23.84% | +26.49% |
| 2019 | +32.61% | +18.49% |
| 2018 | -6.59% | -23.45% |
| 2017 | +4.32% | +33.06% |
| 2016 | N/A | -8.55% |
CHGX vs IMOM Drawdown Comparison
The maximum drawdown for CHGX was -35.49%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.
The maximum drawdown for IMOM was -45.70%, occurring on Mar 18, 2020. Recovery took 716 trading sessions.
The current CHGX drawdown is -1.52%. The current IMOM drawdown is -3.90%.
| Rank | CHGX | IMOM |
|---|---|---|
| #1 | -35.49% Feb 19, 2020 - Aug 4, 2020 | -45.70% Jan 29, 2018 - Dec 1, 2020 |
| #2 | -30.26% Nov 16, 2021 - Feb 2, 2024 | -39.27% Sep 15, 2021 - Jun 24, 2025 |
| #3 | -18.63% Sep 21, 2018 - Apr 1, 2019 | -16.48% Jul 29, 2016 - Jun 2, 2017 |
| #4 | -18.09% Dec 4, 2024 - Jun 27, 2025 | -16.22% Feb 16, 2021 - Sep 7, 2021 |
| #5 | -10.31% Jan 29, 2018 - Aug 28, 2018 | -15.61% Feb 25, 2026 - May 6, 2026 |
| #6 | -8.50% Feb 27, 2026 - Apr 14, 2026 | -14.05% Jan 4, 2016 - Apr 4, 2016 |
| #7 | -8.13% Sep 2, 2020 - Oct 12, 2020 | -9.10% May 26, 2026 - Jun 10, 2026 |
| #8 | -7.70% Oct 12, 2020 - Nov 5, 2020 | -5.71% Jun 20, 2016 - Jul 1, 2016 |
| #9 | -7.50% Oct 27, 2025 - Jan 6, 2026 | -5.57% Jan 25, 2021 - Feb 9, 2021 |
| #10 | -7.39% Jul 16, 2024 - Aug 21, 2024 | -4.92% Jan 27, 2026 - Feb 9, 2026 |
| #11 | -7.18% Mar 28, 2024 - Jul 12, 2024 | -4.74% Nov 24, 2017 - Jan 3, 2018 |
| #12 | -7.04% May 6, 2019 - Jun 20, 2019 | -4.30% May 13, 2026 - May 26, 2026 |
| #13 | -7.01% Sep 3, 2021 - Nov 3, 2021 | -4.17% Nov 13, 2025 - Dec 10, 2025 |
| #14 | -7.00% Jul 26, 2019 - Nov 15, 2019 | -4.15% Jun 8, 2017 - Jul 19, 2017 |
| #15 | -5.92% Feb 12, 2021 - Apr 1, 2021 | -3.92% Oct 6, 2025 - Nov 10, 2025 |
Correlation
Correlation between CHGX and IMOM is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2016 - 2025)
CHGX vs IMOM dividend yield comparison.
| Year | CHGX | IMOM |
|---|---|---|
| 2025 | 0.67% | 2.53% |
| 2024 | 0.76% | 4.52% |
| 2023 | 0.94% | 2.95% |
| 2022 | 1.11% | 6.06% |
| 2021 | 0.56% | 1.27% |
| 2020 | 0.58% | 0.59% |
| 2019 | 0.86% | 1.17% |
| 2018 | 0.00% | 0.78% |
| 2017 | 0.59% | 1.11% |
| 2016 | 0.00% | 0.54% |
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