CHGX vs SEPU
Comparison between STANCE SUSTAINABLE BETA ETF (CHGX, ETF) and ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED SEP ETF (SEPU, ETF).
CHGX vs SEPU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CHGX
$151M
Winner
SEPU
$151M
Expense Ratio
Winner
CHGX
0.49%
SEPU
0.74%
Max Drawdown
CHGX
35.49%
Winner
SEPU
11.76%
Sharpe Ratio
Winner
CHGX
1.65
SEPU
1.40
5Y Beta
CHGX
0.92
Winner
SEPU
0.61
P/E Ratio
CHGX
30.23
SEPU
N/A
Forward P/E
CHGX
21.20
SEPU
N/A
PEG Ratio
CHGX
0.43
SEPU
N/A
5Y Dividends CAGR
CHGX
23.24%
SEPU
N/A
5Y EPS CAGR
CHGX
19.79%
SEPU
N/A
Debt to Equity
CHGX
12.83%
SEPU
N/A
P/S Ratio
CHGX
3.06
SEPU
N/A
P/B Ratio
CHGX
5.85
SEPU
N/A
CHGX vs SEPU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CHGX
+5.70%
SEPU
+1.52%
3M
Winner
CHGX
+15.65%
SEPU
+6.56%
6M
Winner
CHGX
+17.52%
SEPU
+5.65%
1Y
Winner
CHGX
+29.17%
SEPU
+18.78%
5Y(CAGR)
CHGX
+10.40%
SEPU
N/A
10Y(CAGR)
CHGX
+13.35%
SEPU
N/A
Max(CAGR)
Winner
CHGX
+13.35%
SEPU
+13.35%
CHGX vs SEPU - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | CHGX | SEPU |
|---|---|---|
| 2026 | +18.36% | +6.02% |
| 2025 | +12.25% | +12.43% |
| 2024 | +16.10% | +4.59% |
| 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 SEPU Drawdown Comparison
The maximum drawdown for CHGX was -35.49%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.
The maximum drawdown for SEPU was -11.76%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The current CHGX drawdown is -3.56%. The current SEPU drawdown is -2.73%.
| Rank | CHGX | SEPU |
|---|---|---|
| #1 | -35.49% Feb 19, 2020 - Aug 4, 2020 | -11.76% Feb 19, 2025 - Jun 30, 2025 |
| #2 | -30.26% Nov 16, 2021 - Feb 2, 2024 | -6.23% Jan 28, 2026 - Apr 16, 2026 |
| #3 | -18.63% Sep 21, 2018 - Apr 1, 2019 | -3.87% Oct 28, 2025 - Dec 24, 2025 |
| #4 | -18.09% Dec 4, 2024 - Jun 27, 2025 | -3.60% Dec 6, 2024 - Jan 23, 2025 |
| #5 | -10.31% Jan 29, 2018 - Aug 28, 2018 | -2.73% Jun 2, 2026 - Jun 5, 2026 |
| #6 | -8.50% Feb 27, 2026 - Apr 14, 2026 | -2.26% Jul 25, 2025 - Aug 12, 2025 |
| #7 | -8.13% Sep 2, 2020 - Oct 12, 2020 | -2.16% Oct 8, 2025 - Oct 24, 2025 |
| #8 | -7.70% Oct 12, 2020 - Nov 5, 2020 | -2.16% Jan 12, 2026 - Jan 28, 2026 |
| #9 | -7.50% Oct 27, 2025 - Jan 6, 2026 | -2.06% Oct 14, 2024 - Nov 6, 2024 |
| #10 | -7.39% Jul 16, 2024 - Aug 21, 2024 | -1.83% May 14, 2026 - May 26, 2026 |
| #11 | -7.18% Mar 28, 2024 - Jul 12, 2024 | -1.67% Nov 11, 2024 - Nov 26, 2024 |
| #12 | -7.04% May 6, 2019 - Jun 20, 2019 | -1.67% Aug 14, 2025 - Aug 27, 2025 |
| #13 | -7.01% Sep 3, 2021 - Nov 3, 2021 | -1.46% Jan 23, 2025 - Feb 18, 2025 |
| #14 | -7.00% Jul 26, 2019 - Nov 15, 2019 | -1.26% Sep 22, 2025 - Oct 1, 2025 |
| #15 | -5.92% Feb 12, 2021 - Apr 1, 2021 | -1.22% Sep 4, 2024 - Sep 11, 2024 |
Correlation
Correlation between CHGX and SEPU is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
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