CHRI vs ZTAX

Comparison between GLOBAL X S&P 500 CHRISTIAN VALUES ETF (CHRI, ETF) and X-Square Municipal Income Tax Free ETF (ZTAX, ETF).

CHRI vs ZTAX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CHRI(ETF)	ZTAX(ETF)
Net Assets	$7.10M	$7.20M
Expense Ratio	0.29%	0.92%
Max Drawdown	98.75%	19.10%
Sharpe Ratio	1.00	0.20
5Y Beta	1.01	-0.14
P/E Ratio	28.63	N/A
Forward P/E	21.32	N/A
PEG Ratio	0.32	N/A
5Y EPS CAGR	25.50%	N/A
Debt to Equity	32.85%	N/A
P/S Ratio	3.43	N/A
P/B Ratio	5.56	N/A

Net Assets

CHRI

$7.10M

Winner

ZTAX

$7.20M

Expense Ratio

Winner

CHRI

0.29%

ZTAX

0.92%

Max Drawdown

CHRI

98.75%

Winner

ZTAX

19.10%

Sharpe Ratio

Winner

CHRI

1.00

ZTAX

0.20

5Y Beta

CHRI

1.01

Winner

ZTAX

-0.14

P/E Ratio

CHRI

28.63

ZTAX

N/A

Forward P/E

CHRI

21.32

ZTAX

N/A

PEG Ratio

CHRI

0.32

ZTAX

N/A

5Y EPS CAGR

CHRI

25.50%

ZTAX

N/A

Debt to Equity

CHRI

32.85%

ZTAX

N/A

P/S Ratio

CHRI

3.43

ZTAX

N/A

P/B Ratio

CHRI

5.56

ZTAX

N/A

CHRI vs ZTAX - Historical Returns

Returns include dividend reinvestment.

Period	CHRI	ZTAX
1 month	+0.58%	+1.93%
3 months	+3.04%	+3.44%
6 months	+6.87%	+2.03%
1 year	+10.77%	+8.15%
5 years(CAGR)	+486.44%	N/A
10 years(CAGR)	+212.33%	N/A
Max(CAGR)	+111.47%	+6.10%

CHRI

+0.58%

Winner

ZTAX

+1.93%

CHRI

+3.04%

Winner

ZTAX

+3.44%

Winner

CHRI

+6.87%

ZTAX

+2.03%

Winner

CHRI

+10.77%

ZTAX

+8.15%

5Y(CAGR)

CHRI

+486.44%

ZTAX

N/A

10Y(CAGR)

CHRI

+212.33%

ZTAX

N/A

Max(CAGR)

Winner

CHRI

+111.47%

ZTAX

+6.10%

CHRI vs ZTAX - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	CHRI	ZTAX
2026	+7.71%	+1.26%
2025	+2.78%	-1.04%
2024	N/A	+6.88%
2023	N/A	+9.11%
2019	-93.33%	N/A
2018	-96.43%	N/A
2017	+4.35%	N/A
2016	+109.09%	N/A
2015	-62.07%	N/A
2014	-63.75%	N/A

CHRI vs ZTAX Drawdown Comparison

The maximum drawdown for CHRI was -98.75%, occurring on Oct 18, 2018. Recovery took 1047 trading sessions.

The maximum drawdown for ZTAX was -15.33%, occurring on Apr 10, 2025. Recovery took 493 trading sessions.

The current CHRI drawdown is -2.78%. The current ZTAX drawdown is -9.01%.

Rank	CHRI	ZTAX
#1	-98.75% Feb 19, 2014 - Sep 24, 2025	-15.33% Jun 21, 2024 - Jun 10, 2026
#2	-9.36% Jan 12, 2026 - Apr 15, 2026	-11.90% Jul 25, 2023 - Mar 13, 2024
#3	-5.47% Oct 28, 2025 - Dec 24, 2025	-11.26% Jun 16, 2026 - Jul 10, 2026
#4	-4.54% Jun 2, 2026 - Jun 10, 2026	-9.50% Jun 10, 2026 - Jun 16, 2026
#5	-2.97% Oct 8, 2025 - Oct 24, 2025	-8.04% May 25, 2023 - Jun 8, 2023
#6	-1.99% May 14, 2026 - May 26, 2026	-7.38% Jun 17, 2024 - Jun 21, 2024
#7	-1.22% Dec 24, 2025 - Jan 6, 2026	-6.42% Jun 21, 2023 - Jul 24, 2023
#8	-0.84% Apr 17, 2026 - Apr 22, 2026	-5.83% Apr 24, 2024 - Jun 11, 2024
#9	-0.65% Apr 27, 2026 - Apr 30, 2026	-4.44% Apr 15, 2024 - Apr 24, 2024
#10	-0.51% Sep 24, 2025 - Sep 26, 2025	-4.41% Jun 8, 2023 - Jun 21, 2023
#11	-0.49% May 1, 2026 - May 5, 2026	-3.88% Jun 11, 2024 - Jun 17, 2024
#12	-0.42% May 6, 2026 - May 8, 2026	-2.10% Mar 22, 2024 - Mar 28, 2024
#13	-0.42% Jan 6, 2026 - Jan 9, 2026	-1.76% Mar 28, 2024 - Apr 8, 2024
#14	-0.40% Apr 22, 2026 - Apr 24, 2026	-1.30% Apr 8, 2024 - Apr 15, 2024
#15	-0.29% Oct 6, 2025 - Oct 8, 2025	-0.54% May 22, 2023 - May 24, 2023