ESUM vs CHGX
Comparison between Eventide US Market ETF (ESUM, ETF) and STANCE SUSTAINABLE BETA ETF (CHGX, ETF).
ESUM vs CHGX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ESUM
$178M
Winner
CHGX
$179M
Expense Ratio
Winner
ESUM
0.39%
CHGX
0.49%
Max Drawdown
Winner
ESUM
8.28%
CHGX
35.49%
Sharpe Ratio
ESUM
0.82
Winner
CHGX
1.35
5Y Beta
ESUM
0.97
Winner
CHGX
0.92
P/E Ratio
ESUM
31.59
Winner
CHGX
29.00
Forward P/E
ESUM
20.89
Winner
CHGX
19.84
PEG Ratio
ESUM
N/A
CHGX
0.41
5Y Dividends CAGR
ESUM
N/A
CHGX
23.25%
5Y EPS CAGR
Winner
ESUM
24.67%
CHGX
18.25%
Debt to Equity
ESUM
N/A
CHGX
-23.14%
P/S Ratio
ESUM
3.58
Winner
CHGX
2.94
P/B Ratio
ESUM
5.65
Winner
CHGX
5.27
ESUM vs CHGX - Holdings Comparison
ESUM and CHGX have 39 common holdings. Overlap is 24.06%
ESUM's top 25 holdings weight is 40.13%. CHGX's top 25 holdings weight is 28.16%.
| Rank | ESUM | CHGX |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.66% | PALO ALTO NETWORKS INC (PANW) - 1.30% |
| #2 | BROADCOM INC (AVGO) - 2.59% | APPLIED MATERIALS INC (AMAT) - 1.27% |
| #3 | MICRON TECHNOLOGY INC (MU) - 2.44% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.21% |
| #4 | ADVANCED MICRO DEVICES INC (AMD) - 1.78% | WESTERN DIGITAL CORP (WDC) - 1.19% |
| #5 | EXXON MOBIL CORP (XOM) - 1.72% | TERADYNE INC (TER) - 1.19% |
| #6 | ELI LILLY AND CO (LLY) - 1.61% | ADVANCED MICRO DEVICES INC (AMD) - 1.16% |
| #7 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.57% | SHARKNINJA INC (SN) - 1.16% |
| #8 | CATERPILLAR INC (CAT) - 1.57% | INTEL CORP (INTC) - 1.15% |
| #9 | THE HOME DEPOT INC (HD) - 1.52% | MICRON TECHNOLOGY INC (MU) - 1.13% |
| #10 | LAM RESEARCH CORP (LRCX) - 1.47% | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 1.13% |
| #11 | KLA CORP (KLAC) - 1.47% | MASCO CORP (MAS) - 1.12% |
| #12 | PALO ALTO NETWORKS INC (PANW) - 1.35% | n/a (DELL) - 1.11% |
| #13 | LINDE PLC (LIN) - 1.35% | FORTINET INC (FTNT) - 1.11% |
| #14 | UNION PACIFIC CORP (UNP) - 1.35% | US FOODS HOLDING CORP (USFD) - 1.10% |
| #15 | AMERICAN EXPRESS CO (AXP) - 1.27% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.10% |
| #16 | n/a (DELL) - 1.21% | CLOUDFLARE INC (NET) - 1.09% |
| #17 | LOWE'S COMPANIES INC (LOW) - 1.16% | AMERICAN EXPRESS CO (AXP) - 1.09% |
| #18 | PROGRESSIVE CORP (PGR) - 1.06% | THE HOME DEPOT INC (HD) - 1.08% |
| #19 | DUKE ENERGY CORP (DUK) - 1.05% | ABBVIE INC (ABBV) - 1.08% |
| #20 | PROLOGIS INC (PLD) - 1.03% | FLEX LTD (FLEX) - 1.08% |
| #21 | TRUIST FINANCIAL CORP (TFC) - 1.00% | ARISTA NETWORKS INC (ANET) - 1.07% |
| #22 | AMGEN INC (AMGN) - 0.99% | SYNCHRONY FINANCIAL (SYF) - 1.07% |
| #23 | ILLINOIS TOOL WORKS INC (ITW) - 0.98% | MAPLEBEAR INC (CART) - 1.06% |
| #24 | O'REILLY AUTOMOTIVE INC (ORLY) - 0.97% | ECOLAB INC (ECL) - 1.06% |
| #25 | GE VERNOVA INC (GEV) - 0.96% | CHARLES SCHWAB CORP (SCHW) - 1.05% |
| Total Holdings | 198 | 104 |
ESUM vs CHGX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ESUM
-0.22%
CHGX
-2.28%
3M
ESUM
+7.42%
Winner
CHGX
+9.49%
6M
ESUM
+9.36%
Winner
CHGX
+15.77%
1Y
ESUM
+13.54%
Winner
CHGX
+25.05%
5Y(CAGR)
ESUM
N/A
CHGX
+9.41%
10Y(CAGR)
ESUM
N/A
CHGX
+13.18%
Max(CAGR)
Winner
ESUM
+15.29%
CHGX
+13.18%
ESUM vs CHGX - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | ESUM | CHGX |
|---|---|---|
| 2026 | +11.50% | +18.64% |
| 2025 | +1.23% | +12.25% |
| 2024 | N/A | +16.10% |
| 2023 | N/A | +23.60% |
| 2022 | N/A | -21.70% |
| 2021 | N/A | +24.27% |
| 2020 | N/A | +23.84% |
| 2019 | N/A | +32.61% |
| 2018 | N/A | -6.59% |
| 2017 | N/A | +4.32% |
ESUM vs CHGX Drawdown Comparison
The maximum drawdown for ESUM was -8.13%, occurring on Mar 30, 2026. Recovery took 55 trading sessions.
The maximum drawdown for CHGX was -35.49%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.
The current ESUM drawdown is -1.95%. The current CHGX drawdown is -3.33%.
| Rank | ESUM | CHGX |
|---|---|---|
| #1 | -8.13% Jan 28, 2026 - Apr 17, 2026 | -35.49% Feb 19, 2020 - Aug 4, 2020 |
| #2 | -6.03% Oct 27, 2025 - Jan 12, 2026 | -30.26% Nov 16, 2021 - Feb 2, 2024 |
| #3 | -4.41% Jun 2, 2026 - Jun 29, 2026 | -18.63% Sep 21, 2018 - Apr 1, 2019 |
| #4 | -2.90% Oct 8, 2025 - Oct 24, 2025 | -18.09% Dec 4, 2024 - Jun 27, 2025 |
| #5 | -2.68% Jun 30, 2026 - Jul 20, 2026 | -10.31% Jan 29, 2018 - Aug 28, 2018 |
| #6 | -2.01% Jan 12, 2026 - Jan 26, 2026 | -8.50% Feb 27, 2026 - Apr 14, 2026 |
| #7 | -1.92% Sep 11, 2025 - Oct 2, 2025 | -8.13% Sep 2, 2020 - Oct 12, 2020 |
| #8 | -1.75% May 14, 2026 - May 22, 2026 | -7.70% Oct 12, 2020 - Nov 5, 2020 |
| #9 | -1.41% Apr 27, 2026 - May 5, 2026 | -7.50% Oct 27, 2025 - Jan 6, 2026 |
| #10 | -1.00% Aug 29, 2025 - Sep 4, 2025 | -7.39% Jul 16, 2024 - Aug 21, 2024 |
| #11 | -0.66% May 11, 2026 - May 14, 2026 | -7.18% Mar 28, 2024 - Jul 12, 2024 |
| #12 | -0.59% May 26, 2026 - May 29, 2026 | -7.04% May 6, 2019 - Jun 20, 2019 |
| #13 | -0.53% Oct 6, 2025 - Oct 8, 2025 | -7.01% Sep 3, 2021 - Nov 3, 2021 |
| #14 | -0.52% May 6, 2026 - May 11, 2026 | -7.00% Jul 26, 2019 - Nov 15, 2019 |
| #15 | -0.35% Apr 20, 2026 - Apr 22, 2026 | -5.92% Feb 12, 2021 - Apr 1, 2021 |
Correlation
Correlation between ESUM and CHGX is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2017 - 2026)
ESUM vs CHGX dividend yield comparison.
| Year | ESUM | CHGX |
|---|---|---|
| 2026 | 0.53% | 0.00% |
| 2025 | 0.48% | 0.67% |
| 2024 | 0.00% | 0.76% |
| 2023 | 0.00% | 0.94% |
| 2022 | 0.00% | 1.11% |
| 2021 | 0.00% | 0.56% |
| 2020 | 0.00% | 0.58% |
| 2019 | 0.00% | 0.86% |
| 2017 | 0.00% | 0.59% |
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