CHGX vs NIHI

Comparison between STANCE SUSTAINABLE BETA ETF (CHGX, ETF) and NEOS MSCI EAFE HIGH INCOME ETF (NIHI, ETF).

CHGX vs NIHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CHGX(ETF)	NIHI(ETF)
Net Assets	$179M	$179M
Expense Ratio	0.49%	0.68%
Max Drawdown	35.49%	11.72%
Sharpe Ratio	1.35	0.83
5Y Beta	0.92	0.82
P/E Ratio	29.00	N/A
Forward P/E	19.84	N/A
PEG Ratio	0.41	N/A
5Y Dividends CAGR	23.25%	N/A
5Y EPS CAGR	18.25%	N/A
Debt to Equity	-23.14%	N/A
P/S Ratio	2.94	N/A
P/B Ratio	5.27	N/A

Net Assets

CHGX

$179M

Winner

NIHI

$179M

Expense Ratio

Winner

CHGX

0.49%

NIHI

0.68%

Max Drawdown

CHGX

35.49%

Winner

NIHI

11.72%

Sharpe Ratio

Winner

CHGX

1.35

NIHI

0.83

5Y Beta

CHGX

0.92

Winner

NIHI

0.82

P/E Ratio

CHGX

29.00

NIHI

N/A

Forward P/E

CHGX

19.84

NIHI

N/A

PEG Ratio

CHGX

0.41

NIHI

N/A

5Y Dividends CAGR

CHGX

23.25%

NIHI

N/A

5Y EPS CAGR

CHGX

18.25%

NIHI

N/A

Debt to Equity

CHGX

-23.14%

NIHI

N/A

P/S Ratio

CHGX

2.94

NIHI

N/A

P/B Ratio

CHGX

5.27

NIHI

N/A

CHGX vs NIHI - Holdings Comparison

CHGX and NIHI have 0 common holdings. Overlap is 0.00%

CHGX's top 25 holdings weight is 28.16%. NIHI's top 25 holdings weight is 100.57%.

Rank	CHGX	NIHI
#1	PALO ALTO NETWORKS INC (PANW) - 1.30%	ISHARES CORE MSCI EAFE ETF (IEFA) - 98.26%
#2	APPLIED MATERIALS INC (AMAT) - 1.27%	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 2.31%
#3	SANDISK CORP ORDINARY SHARES (SNDK) - 1.21%	N/A
#4	WESTERN DIGITAL CORP (WDC) - 1.19%	N/A
#5	TERADYNE INC (TER) - 1.19%	N/A
#6	ADVANCED MICRO DEVICES INC (AMD) - 1.16%	N/A
#7	SHARKNINJA INC (SN) - 1.16%	N/A
#8	INTEL CORP (INTC) - 1.15%	N/A
#9	MICRON TECHNOLOGY INC (MU) - 1.13%	N/A
#10	SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 1.13%	N/A
#11	MASCO CORP (MAS) - 1.12%	N/A
#12	n/a (DELL) - 1.11%	N/A
#13	FORTINET INC (FTNT) - 1.11%	N/A
#14	US FOODS HOLDING CORP (USFD) - 1.10%	N/A
#15	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.10%	N/A
#16	CLOUDFLARE INC (NET) - 1.09%	N/A
#17	AMERICAN EXPRESS CO (AXP) - 1.09%	N/A
#18	THE HOME DEPOT INC (HD) - 1.08%	N/A
#19	ABBVIE INC (ABBV) - 1.08%	N/A
#20	FLEX LTD (FLEX) - 1.08%	N/A
#21	ARISTA NETWORKS INC (ANET) - 1.07%	N/A
#22	SYNCHRONY FINANCIAL (SYF) - 1.07%	N/A
#23	MAPLEBEAR INC (CART) - 1.06%	N/A
#24	ECOLAB INC (ECL) - 1.06%	N/A
#25	CHARLES SCHWAB CORP (SCHW) - 1.05%	N/A
Total Holdings	104	2

CHGX vs NIHI - Historical Returns

Returns include dividend reinvestment.

Period	CHGX	NIHI
1 month	-2.28%	+0.21%
3 months	+9.49%	+4.43%
6 months	+15.77%	+5.14%
1 year	+25.05%	+13.33%
5 years(CAGR)	+9.41%	N/A
10 years(CAGR)	+13.18%	N/A
Max(CAGR)	+13.18%	+16.06%

CHGX

-2.28%

Winner

NIHI

+0.21%

Winner

CHGX

+9.49%

NIHI

+4.43%

Winner

CHGX

+15.77%

NIHI

+5.14%

Winner

CHGX

+25.05%

NIHI

+13.33%

5Y(CAGR)

CHGX

+9.41%

NIHI

N/A

10Y(CAGR)

CHGX

+13.18%

NIHI

N/A

Max(CAGR)

CHGX

+13.18%

Winner

NIHI

+16.06%

CHGX vs NIHI - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	CHGX	NIHI
2026	+18.64%	+6.76%
2025	+12.25%	+5.32%
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 NIHI Drawdown Comparison

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

The maximum drawdown for NIHI was -10.87%, occurring on Mar 20, 2026. Recovery took 76 trading sessions.

The current CHGX drawdown is -3.33%. The current NIHI drawdown is -0.80%.

Rank	CHGX	NIHI
#1	-35.49% Feb 19, 2020 - Aug 4, 2020	-10.87% Feb 25, 2026 - Jun 15, 2026
#2	-30.26% Nov 16, 2021 - Feb 2, 2024	-6.62% Oct 31, 2025 - Jan 2, 2026
#3	-18.63% Sep 21, 2018 - Apr 1, 2019	-2.17% Oct 6, 2025 - Oct 20, 2025
#4	-18.09% Dec 4, 2024 - Jun 27, 2025	-2.05% Jul 6, 2026 - Jul 20, 2026
#5	-10.31% Jan 29, 2018 - Aug 28, 2018	-1.72% Jun 18, 2026 - Jul 2, 2026
#6	-8.50% Feb 27, 2026 - Apr 14, 2026	-1.31% Sep 18, 2025 - Sep 30, 2025
#7	-8.13% Sep 2, 2020 - Oct 12, 2020	-1.05% Feb 4, 2026 - Feb 6, 2026
#8	-7.70% Oct 12, 2020 - Nov 5, 2020	-0.96% Jan 16, 2026 - Jan 22, 2026
#9	-7.50% Oct 27, 2025 - Jan 6, 2026	-0.87% Oct 27, 2025 - Oct 31, 2025
#10	-7.39% Jul 16, 2024 - Aug 21, 2024	-0.75% Jan 27, 2026 - Feb 4, 2026
#11	-7.18% Mar 28, 2024 - Jul 12, 2024	-0.62% Feb 18, 2026 - Feb 25, 2026
#12	-7.04% May 6, 2019 - Jun 20, 2019	-0.50% Jan 12, 2026 - Jan 16, 2026
#13	-7.01% Sep 3, 2021 - Nov 3, 2021	-0.47% Feb 11, 2026 - Feb 18, 2026
#14	-7.00% Jul 26, 2019 - Nov 15, 2019	-0.44% Jun 16, 2026 - Jun 18, 2026
#15	-5.92% Feb 12, 2021 - Apr 1, 2021	-0.43% Oct 20, 2025 - Oct 23, 2025