CHGX vs SWAN
Comparison between STANCE SUSTAINABLE BETA ETF (CHGX, ETF) and Amplify BlackSwan Growth & Treasury Core ETF (SWAN, ETF).
5-Year PerformanceCHGX has outperformed SWAN, delivering a return of +10.6% compared to +3.0%
CHGX vs SWAN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CHGX vs SWAN - Holdings Comparison
CHGX and SWAN have 0 common holdings. Overlap is 0.00%
CHGX's top 25 holdings weight is 39.04%. SWAN's top 25 holdings weight is 1.50%.
| Rank | CHGX | SWAN |
|---|---|---|
| #1 | MARVELL TECHNOLOGY INC (MRVL) - 2.57% | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 1.50% |
| #2 | n/a (DELL) - 2.50% | N/A |
| #3 | SANDISK CORP ORDINARY SHARES (SNDK) - 2.29% | N/A |
| #4 | MICRON TECHNOLOGY INC (MU) - 2.18% | N/A |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 2.12% | N/A |
| #6 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.99% | N/A |
| #7 | INTEL CORP (INTC) - 1.90% | N/A |
| #8 | WESTERN DIGITAL CORP (WDC) - 1.75% | N/A |
| #9 | BLOOM ENERGY CORP CLASS A (BE) - 1.62% | N/A |
| #10 | CIENA CORP (CIEN) - 1.53% | N/A |
| #11 | ROCKET LAB CORP (RKLB) - 1.48% | N/A |
| #12 | PALO ALTO NETWORKS INC (PANW) - 1.48% | N/A |
| #13 | FORTINET INC (FTNT) - 1.46% | N/A |
| #14 | CISCO SYSTEMS INC (CSCO) - 1.36% | N/A |
| #15 | ORACLE CORP (ORCL) - 1.35% | N/A |
| #16 | TEXAS INSTRUMENTS INC (TXN) - 1.29% | N/A |
| #17 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.27% | N/A |
| #18 | STEEL DYNAMICS INC (STLD) - 1.23% | N/A |
| #19 | APPLIED MATERIALS INC (AMAT) - 1.17% | N/A |
| #20 | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.17% | N/A |
| #21 | UNITEDHEALTH GROUP INC (UNH) - 1.11% | N/A |
| #22 | CLOUDFLARE INC (NET) - 1.09% | N/A |
| #23 | TERADYNE INC (TER) - 1.08% | N/A |
| #24 | ARISTA NETWORKS INC (ANET) - 1.04% | N/A |
| #25 | BANK OF NEW YORK MELLON CORP (BNY) - 1.01% | N/A |
| Total Holdings | 105 | 1 |
CHGX vs SWAN - Historical Returns
Returns include dividend reinvestment.
CHGX vs SWAN - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | CHGX | SWAN |
|---|---|---|
| 2026 | +20.85% | +3.94% |
| 2025 | +12.25% | +14.13% |
| 2024 | +16.10% | +14.38% |
| 2023 | +23.60% | +11.43% |
| 2022 | -21.70% | -26.97% |
| 2021 | +24.27% | +11.08% |
| 2020 | +23.84% | +15.13% |
| 2019 | +32.61% | +21.83% |
| 2018 | -6.59% | -2.23% |
| 2017 | +4.32% | N/A |
CHGX vs SWAN Drawdown Comparison
The maximum drawdown for CHGX was -35.49%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.
The maximum drawdown for SWAN was -31.04%, occurring on Oct 27, 2023. Recovery took 957 trading sessions.
The current CHGX drawdown is -1.52%. The current SWAN drawdown is -1.92%.
| Rank | CHGX | SWAN |
|---|---|---|
| #1 | -35.49% Feb 19, 2020 - Aug 4, 2020 | -31.04% Nov 9, 2021 - Sep 4, 2025 |
| #2 | -30.26% Nov 16, 2021 - Feb 2, 2024 | -12.78% Mar 18, 2020 - Jun 10, 2020 |
| #3 | -18.63% Sep 21, 2018 - Apr 1, 2019 | -8.31% Mar 6, 2020 - Mar 18, 2020 |
| #4 | -18.09% Dec 4, 2024 - Jun 27, 2025 | -7.05% Oct 28, 2025 - Apr 17, 2026 |
| #5 | -10.31% Jan 29, 2018 - Aug 28, 2018 | -7.01% Sep 2, 2020 - Dec 31, 2020 |
| #6 | -8.50% Feb 27, 2026 - Apr 14, 2026 | -6.73% Dec 3, 2018 - Feb 15, 2019 |
| #7 | -8.13% Sep 2, 2020 - Oct 12, 2020 | -5.05% Feb 11, 2021 - Apr 13, 2021 |
| #8 | -7.70% Oct 12, 2020 - Nov 5, 2020 | -4.89% Sep 2, 2021 - Nov 3, 2021 |
| #9 | -7.50% Oct 27, 2025 - Jan 6, 2026 | -4.89% Feb 20, 2020 - Mar 6, 2020 |
| #10 | -7.39% Jul 16, 2024 - Aug 21, 2024 | -3.64% Nov 7, 2018 - Dec 3, 2018 |
| #11 | -7.18% Mar 28, 2024 - Jul 12, 2024 | -3.45% Jun 2, 2026 - Jun 10, 2026 |
| #12 | -7.04% May 6, 2019 - Jun 20, 2019 | -3.36% May 7, 2021 - Jun 4, 2021 |
| #13 | -7.01% Sep 3, 2021 - Nov 3, 2021 | -2.55% Sep 6, 2019 - Oct 31, 2019 |
| #14 | -7.00% Jul 26, 2019 - Nov 15, 2019 | -2.48% May 14, 2026 - May 27, 2026 |
| #15 | -5.92% Feb 12, 2021 - Apr 1, 2021 | -2.46% Apr 30, 2019 - Jun 7, 2019 |
Correlation
Correlation between CHGX and SWAN is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2017 - 2026)
CHGX vs SWAN dividend yield comparison.
| Year | CHGX | SWAN |
|---|---|---|
| 2026 | 0.00% | 0.72% |
| 2025 | 0.67% | 2.86% |
| 2024 | 0.76% | 2.54% |
| 2023 | 0.94% | 2.98% |
| 2022 | 1.11% | 2.12% |
| 2021 | 0.56% | 5.04% |
| 2020 | 0.58% | 1.64% |
| 2019 | 0.86% | 3.69% |
| 2018 | 0.00% | 0.29% |
| 2017 | 0.59% | 0.00% |
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