FID vs CHGX
Comparison between First Trust S&P International Dividend Aristocrats ETF (FID, ETF) and STANCE SUSTAINABLE BETA ETF (CHGX, ETF).
5-Year PerformanceCHGX has outperformed FID, delivering a return of +10.6% compared to +7.5%
FID vs CHGX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FID
$165M
Winner
CHGX
$165M
Expense Ratio
FID
0.60%
Winner
CHGX
0.49%
Max Drawdown
FID
39.79%
Winner
CHGX
35.49%
Sharpe Ratio
FID
1.57
Winner
CHGX
1.69
5Y Beta
Winner
FID
0.37
CHGX
0.92
P/E Ratio
FID
N/A
CHGX
30.22
Forward P/E
FID
N/A
CHGX
20.64
PEG Ratio
FID
N/A
CHGX
0.35
5Y Dividends CAGR
FID
7.17%
Winner
CHGX
23.24%
5Y EPS CAGR
FID
N/A
CHGX
19.37%
Debt to Equity
FID
N/A
CHGX
-36.79%
P/S Ratio
FID
N/A
CHGX
3.07
P/B Ratio
FID
N/A
CHGX
5.84
FID vs CHGX - Holdings Comparison
FID and CHGX have 1 common holdings. Overlap is -0.04%
FID's top 25 holdings weight is 44.47%. CHGX's top 25 holdings weight is 39.04%.
| Rank | FID | CHGX |
|---|---|---|
| #1 | LENOVO GROUP LTD (n/a) - 3.44% | MARVELL TECHNOLOGY INC (MRVL) - 2.57% |
| #2 | TELUS CORP (n/a) - 2.32% | n/a (DELL) - 2.50% |
| #3 | LEGAL & GENERAL GROUP PLC (n/a) - 2.27% | SANDISK CORP ORDINARY SHARES (SNDK) - 2.29% |
| #4 | APA GROUP (n/a) - 2.06% | MICRON TECHNOLOGY INC (MU) - 2.18% |
| #5 | TELEPERFORMANCE SE (n/a) - 1.92% | ADVANCED MICRO DEVICES INC (AMD) - 2.12% |
| #6 | FAR EAST HORIZON LTD (n/a) - 1.85% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.99% |
| #7 | SCHRODERS PLC (n/a) - 1.82% | INTEL CORP (INTC) - 1.90% |
| #8 | ELISA OYJ CLASS A (n/a) - 1.82% | WESTERN DIGITAL CORP (WDC) - 1.75% |
| #9 | PEMBINA PIPELINE CORP (n/a) - 1.81% | BLOOM ENERGY CORP CLASS A (BE) - 1.62% |
| #10 | CANADIAN NATURAL RESOURCES LTD (CNQ) - 1.77% | CIENA CORP (CIEN) - 1.53% |
| #11 | DNB BANK ASA (n/a) - 1.74% | ROCKET LAB CORP (RKLB) - 1.48% |
| #12 | KEYERA CORP (n/a) - 1.72% | PALO ALTO NETWORKS INC (PANW) - 1.48% |
| #13 | BOSIDENG INTERNATIONAL HOLDINGS LTD (n/a) - 1.70% | FORTINET INC (FTNT) - 1.46% |
| #14 | JIANGSU EXPRESSWAY CO LTD CLASS H (n/a) - 1.68% | CISCO SYSTEMS INC (CSCO) - 1.36% |
| #15 | LONDONMETRIC PROPERTY PLC (n/a) - 1.64% | ORACLE CORP (ORCL) - 1.35% |
| #16 | LG CORP (n/a) - 1.59% | TEXAS INSTRUMENTS INC (TXN) - 1.29% |
| #17 | SINO LAND CO LTD (n/a) - 1.57% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.27% |
| #18 | n/a (n/a) - 1.54% | STEEL DYNAMICS INC (STLD) - 1.23% |
| #19 | ENEL SPA (n/a) - 1.52% | APPLIED MATERIALS INC (AMAT) - 1.17% |
| #20 | TC ENERGY CORP (TRP) - 1.51% | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.17% |
| #21 | GS HOLDINGS CORP (n/a) - 1.48% | UNITEDHEALTH GROUP INC (UNH) - 1.11% |
| #22 | AGC INC (n/a) - 1.48% | CLOUDFLARE INC (NET) - 1.09% |
| #23 | EDP-ENERGIAS DE PORTUGAL SA (n/a) - 1.44% | TERADYNE INC (TER) - 1.08% |
| #24 | WAREHOUSES DE PAUW SA (n/a) - 1.42% | ARISTA NETWORKS INC (ANET) - 1.04% |
| #25 | SAUDI TELECOM CO (n/a) - 1.36% | BANK OF NEW YORK MELLON CORP (BNY) - 1.01% |
| Total Holdings | 79 | 105 |
FID vs CHGX - Historical Returns
Returns include dividend reinvestment.
1M
FID
+1.07%
Winner
CHGX
+6.47%
3M
FID
+6.78%
Winner
CHGX
+21.45%
6M
FID
+10.63%
Winner
CHGX
+21.01%
1Y
FID
+20.06%
Winner
CHGX
+30.29%
5Y(CAGR)
FID
+7.54%
Winner
CHGX
+10.58%
10Y(CAGR)
FID
N/A
CHGX
+13.60%
Max(CAGR)
FID
+7.34%
Winner
CHGX
+13.60%
FID vs CHGX - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | FID | CHGX |
|---|---|---|
| 2026 | +7.87% | +20.85% |
| 2025 | +32.95% | +12.25% |
| 2024 | +5.88% | +16.10% |
| 2023 | +8.98% | +23.60% |
| 2022 | -9.04% | -21.70% |
| 2021 | +12.94% | +24.27% |
| 2020 | -7.53% | +23.84% |
| 2019 | +22.36% | +32.61% |
| 2018 | -8.00% | -6.59% |
| 2017 | N/A | +4.32% |
FID vs CHGX Drawdown Comparison
The maximum drawdown for FID was -39.79%, occurring on Mar 23, 2020. Recovery took 290 trading sessions.
The maximum drawdown for CHGX was -35.49%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.
The current FID drawdown is -1.22%. The current CHGX drawdown is -1.52%.
| Rank | FID | CHGX |
|---|---|---|
| #1 | -39.79% Jan 21, 2020 - Mar 16, 2021 | -35.49% Feb 19, 2020 - Aug 4, 2020 |
| #2 | -29.13% Jan 11, 2022 - Sep 17, 2024 | -30.26% Nov 16, 2021 - Feb 2, 2024 |
| #3 | -11.32% Sep 20, 2018 - Apr 16, 2019 | -18.63% Sep 21, 2018 - Apr 1, 2019 |
| #4 | -9.61% Sep 26, 2024 - Mar 19, 2025 | -18.09% Dec 4, 2024 - Jun 27, 2025 |
| #5 | -9.34% Mar 19, 2025 - Apr 22, 2025 | -10.31% Jan 29, 2018 - Aug 28, 2018 |
| #6 | -8.93% Feb 25, 2026 - Jun 1, 2026 | -8.50% Feb 27, 2026 - Apr 14, 2026 |
| #7 | -8.59% Jun 11, 2021 - Dec 23, 2021 | -8.13% Sep 2, 2020 - Oct 12, 2020 |
| #8 | -7.58% Dec 23, 2021 - Jan 11, 2022 | -7.70% Oct 12, 2020 - Nov 5, 2020 |
| #9 | -7.56% Jul 3, 2019 - Sep 19, 2019 | -7.50% Oct 27, 2025 - Jan 6, 2026 |
| #10 | -6.31% Apr 22, 2019 - Jul 3, 2019 | -7.39% Jul 16, 2024 - Aug 21, 2024 |
| #11 | -4.45% Aug 29, 2018 - Sep 20, 2018 | -7.18% Mar 28, 2024 - Jul 12, 2024 |
| #12 | -2.79% Sep 20, 2019 - Oct 11, 2019 | -7.04% May 6, 2019 - Jun 20, 2019 |
| #13 | -2.56% Aug 22, 2025 - Oct 23, 2025 | -7.01% Sep 3, 2021 - Nov 3, 2021 |
| #14 | -2.47% Nov 12, 2025 - Nov 26, 2025 | -7.00% Jul 26, 2019 - Nov 15, 2019 |
| #15 | -2.47% Jun 2, 2026 - Jun 5, 2026 | -5.92% Feb 12, 2021 - Apr 1, 2021 |
Correlation
Correlation between FID and CHGX is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2017 - 2026)
FID vs CHGX dividend yield comparison.
| Year | FID | CHGX |
|---|---|---|
| 2026 | 0.21% | 0.00% |
| 2025 | 4.30% | 0.67% |
| 2024 | 4.31% | 0.76% |
| 2023 | 4.19% | 0.94% |
| 2022 | 4.22% | 1.11% |
| 2021 | 3.76% | 0.56% |
| 2020 | 3.91% | 0.58% |
| 2019 | 3.70% | 0.86% |
| 2018 | 1.74% | 0.00% |
| 2017 | 0.00% | 0.59% |
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