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CHGX vs SPY

Comparison between STANCE SUSTAINABLE BETA ETF (CHGX, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed CHGX, delivering a return of +13.0% compared to +9.4%

CHGX vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CHGX
$179M
Winner
SPY
$781B
Expense Ratio
CHGX
0.49%
Winner
SPY
0.09%
Max Drawdown
Winner
CHGX
35.49%
SPY
56.47%
Sharpe Ratio
Winner
CHGX
1.35
SPY
1.25
5Y Beta
Winner
CHGX
0.92
SPY
1.00
P/E Ratio
CHGX
29.00
Winner
SPY
28.78
Forward P/E
Winner
CHGX
19.84
SPY
21.23
PEG Ratio
CHGX
0.41
SPY
N/A
5Y Dividends CAGR
Winner
CHGX
23.25%
SPY
6.00%
5Y EPS CAGR
CHGX
18.25%
Winner
SPY
25.62%
Debt to Equity
Winner
CHGX
-23.14%
SPY
31.92%
P/S Ratio
Winner
CHGX
2.94
SPY
3.76
P/B Ratio
Winner
CHGX
5.27
SPY
5.64

CHGX vs SPY - Holdings Comparison

CHGX and SPY have 87 common holdings. Overlap is 20.92%

CHGX's top 25 holdings weight is 28.16%. SPY's top 25 holdings weight is 51.74%.

RankCHGXSPY
#1
PALO ALTO NETWORKS INC (PANW) - 1.30%
NVIDIA CORP (NVDA) - 7.89%
#2
APPLIED MATERIALS INC (AMAT) - 1.27%
APPLE INC (AAPL) - 7.37%
#3
SANDISK CORP ORDINARY SHARES (SNDK) - 1.21%
MICROSOFT CORP (MSFT) - 4.50%
#4
WESTERN DIGITAL CORP (WDC) - 1.19%
AMAZON.COM INC (AMZN) - 3.82%
#5
TERADYNE INC (TER) - 1.19%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
ADVANCED MICRO DEVICES INC (AMD) - 1.16%
BROADCOM INC (AVGO) - 2.86%
#7
SHARKNINJA INC (SN) - 1.16%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
INTEL CORP (INTC) - 1.15%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
MICRON TECHNOLOGY INC (MU) - 1.13%
TESLA INC (TSLA) - 1.70%
#10
SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 1.13%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
MASCO CORP (MAS) - 1.12%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
n/a (DELL) - 1.11%
ELI LILLY AND CO (LLY) - 1.40%
#13
FORTINET INC (FTNT) - 1.11%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
US FOODS HOLDING CORP (USFD) - 1.10%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.10%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
CLOUDFLARE INC (NET) - 1.09%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
AMERICAN EXPRESS CO (AXP) - 1.09%
VISA INC CLASS A (V) - 0.90%
#18
THE HOME DEPOT INC (HD) - 1.08%
WALMART INC (WMT) - 0.76%
#19
ABBVIE INC (ABBV) - 1.08%
INTEL CORP (INTC) - 0.75%
#20
FLEX LTD (FLEX) - 1.08%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
ARISTA NETWORKS INC (ANET) - 1.07%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
SYNCHRONY FINANCIAL (SYF) - 1.07%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
MAPLEBEAR INC (CART) - 1.06%
ABBVIE INC (ABBV) - 0.66%
#24
ECOLAB INC (ECL) - 1.06%
CATERPILLAR INC (CAT) - 0.65%
#25
CHARLES SCHWAB CORP (SCHW) - 1.05%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings104505

CHGX vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
CHGX
-2.28%
Winner
SPY
+0.52%
3M
Winner
CHGX
+9.49%
SPY
+6.55%
6M
Winner
CHGX
+15.77%
SPY
+9.76%
1Y
Winner
CHGX
+25.05%
SPY
+20.32%
5Y(CAGR)
CHGX
+9.41%
Winner
SPY
+13.01%
10Y(CAGR)
CHGX
+13.18%
Winner
SPY
+15.06%
Max(CAGR)
Winner
CHGX
+13.18%
SPY
+8.50%

CHGX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCHGXSPY
2026+18.64%+10.11%
2025+12.25%+18.00%
2024+16.10%+25.59%
2023+23.60%+26.72%
2022-21.70%-18.64%
2021+24.27%+30.52%
2020+23.84%+17.28%
2019+32.61%+31.09%
2018-6.59%-5.24%
2017+4.32%+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

CHGX vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current CHGX drawdown is -3.33%. The current SPY drawdown is -1.24%.

RankCHGXSPY
#1-35.49%
Feb 19, 2020 - Aug 4, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-30.26%
Nov 16, 2021 - Feb 2, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-18.63%
Sep 21, 2018 - Apr 1, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-18.09%
Dec 4, 2024 - Jun 27, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-10.31%
Jan 29, 2018 - Aug 28, 2018		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-8.50%
Feb 27, 2026 - Apr 14, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.13%
Sep 2, 2020 - Oct 12, 2020		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.70%
Oct 12, 2020 - Nov 5, 2020		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.50%
Oct 27, 2025 - Jan 6, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.39%
Jul 16, 2024 - Aug 21, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-7.18%
Mar 28, 2024 - Jul 12, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.04%
May 6, 2019 - Jun 20, 2019		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.01%
Sep 3, 2021 - Nov 3, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.00%
Jul 26, 2019 - Nov 15, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.92%
Feb 12, 2021 - Apr 1, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CHGX and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

CHGX vs SPY dividend yield comparison.

YearCHGXSPY
20260.00%0.49%
20250.67%1.07%
20240.76%1.21%
20230.94%1.40%
20221.11%1.65%
20210.56%1.20%
20200.58%1.52%
20190.86%1.75%
20180.00%2.04%
20170.59%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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