MGMT vs CHGX
Comparison between BALLAST SMALL/MID CAP ETF (MGMT, ETF) and STANCE SUSTAINABLE BETA ETF (CHGX, ETF).
5-Year PerformanceCHGX has outperformed MGMT, delivering a return of +9.4% compared to +7.9%
MGMT vs CHGX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MGMT
$179M
CHGX
$179M
Expense Ratio
MGMT
1.10%
Winner
CHGX
0.49%
Max Drawdown
Winner
MGMT
25.02%
CHGX
35.49%
Sharpe Ratio
MGMT
1.18
Winner
CHGX
1.35
5Y Beta
MGMT
0.93
Winner
CHGX
0.92
P/E Ratio
Winner
MGMT
3.82
CHGX
29.00
Forward P/E
Winner
MGMT
12.85
CHGX
19.84
PEG Ratio
MGMT
N/A
CHGX
0.41
5Y Dividends CAGR
MGMT
N/A
CHGX
23.25%
5Y EPS CAGR
MGMT
13.37%
Winner
CHGX
18.25%
Debt to Equity
MGMT
N/A
CHGX
-23.14%
P/S Ratio
Winner
MGMT
1.32
CHGX
2.94
P/B Ratio
Winner
MGMT
2.08
CHGX
5.27
MGMT vs CHGX - Holdings Comparison
MGMT and CHGX have 1 common holdings. Overlap is 0.00%
MGMT's top 25 holdings weight is 60.86%. CHGX's top 25 holdings weight is 28.16%.
| Rank | MGMT | CHGX |
|---|---|---|
| #1 | NATURAL RESOURCES PARTNERS LP (NRP) - 4.16% | PALO ALTO NETWORKS INC (PANW) - 1.30% |
| #2 | AZZ INC (AZZ) - 3.27% | APPLIED MATERIALS INC (AMAT) - 1.27% |
| #3 | CLIMB GLOBAL SOLUTIONS INC (CLMB) - 3.03% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.21% |
| #4 | CAVCO INDUSTRIES INC (CVCO) - 2.97% | WESTERN DIGITAL CORP (WDC) - 1.19% |
| #5 | BEL FUSE INC CLASS B (BELFB) - 2.91% | TERADYNE INC (TER) - 1.19% |
| #6 | FEDERAL AGRICULTURAL MORTGAGE CORP CLASS C (AGM) - 2.81% | ADVANCED MICRO DEVICES INC (AMD) - 1.16% |
| #7 | CAPITAL BANCORP INC (CBNK) - 2.75% | SHARKNINJA INC (SN) - 1.16% |
| #8 | LANDSTAR SYSTEM INC (LSTR) - 2.72% | INTEL CORP (INTC) - 1.15% |
| #9 | ECOVYST INC (ECVT) - 2.67% | MICRON TECHNOLOGY INC (MU) - 1.13% |
| #10 | MERCHANTS BANCORP (MBIN) - 2.61% | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 1.13% |
| #11 | CONSENSUS CLOUD SOLUTIONS INC ORDINARY SHARES (CCSI) - 2.46% | MASCO CORP (MAS) - 1.12% |
| #12 | TEREX CORP (TEX) - 2.42% | n/a (DELL) - 1.11% |
| #13 | SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 2.37% | FORTINET INC (FTNT) - 1.11% |
| #14 | THE GEO GROUP INC (GEO) - 2.30% | US FOODS HOLDING CORP (USFD) - 1.10% |
| #15 | GPGI INC CLASS A (GPGI) - 2.26% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.10% |
| #16 | TURNING POINT BRANDS INC (TPB) - 2.19% | CLOUDFLARE INC (NET) - 1.09% |
| #17 | METALLUS INC (MTUS) - 2.11% | AMERICAN EXPRESS CO (AXP) - 1.09% |
| #18 | BRUKER CORP (BRKR) - 2.00% | THE HOME DEPOT INC (HD) - 1.08% |
| #19 | HILLMAN SOLUTIONS CORP SHS (HLMN) - 1.92% | ABBVIE INC (ABBV) - 1.08% |
| #20 | CRITEO SA ADR (CRTO) - 1.86% | FLEX LTD (FLEX) - 1.08% |
| #21 | CABOT CORP (CBT) - 1.85% | ARISTA NETWORKS INC (ANET) - 1.07% |
| #22 | THE BRINK'S CO (BCO) - 1.84% | SYNCHRONY FINANCIAL (SYF) - 1.07% |
| #23 | EAGLE MATERIALS INC (EXP) - 1.82% | MAPLEBEAR INC (CART) - 1.06% |
| #24 | PATRICK INDUSTRIES INC (PATK) - 1.78% | ECOLAB INC (ECL) - 1.06% |
| #25 | MUELLER INDUSTRIES INC (MLI) - 1.78% | CHARLES SCHWAB CORP (SCHW) - 1.05% |
| Total Holdings | 55 | 104 |
MGMT vs CHGX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MGMT
+1.97%
CHGX
-2.28%
3M
MGMT
+6.04%
Winner
CHGX
+9.49%
6M
MGMT
+3.98%
Winner
CHGX
+15.77%
1Y
Winner
MGMT
+26.32%
CHGX
+25.05%
5Y(CAGR)
MGMT
+7.86%
Winner
CHGX
+9.41%
10Y(CAGR)
MGMT
N/A
CHGX
+13.18%
Max(CAGR)
Winner
MGMT
+13.74%
CHGX
+13.18%
MGMT vs CHGX - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | MGMT | CHGX |
|---|---|---|
| 2026 | +13.88% | +18.64% |
| 2025 | +7.28% | +12.25% |
| 2024 | +13.84% | +16.10% |
| 2023 | +18.69% | +23.60% |
| 2022 | -15.24% | -21.70% |
| 2021 | +41.80% | +24.27% |
| 2020 | +5.36% | +23.84% |
| 2019 | N/A | +32.61% |
| 2018 | N/A | -6.59% |
| 2017 | N/A | +4.32% |
MGMT vs CHGX Drawdown Comparison
The maximum drawdown for MGMT was -24.95%, occurring on Sep 26, 2022. Recovery took 496 trading sessions.
The maximum drawdown for CHGX was -35.49%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.
The current MGMT drawdown is -0.71%. The current CHGX drawdown is -3.33%.
| Rank | MGMT | CHGX |
|---|---|---|
| #1 | -24.95% Jan 4, 2022 - Dec 26, 2023 | -35.49% Feb 19, 2020 - Aug 4, 2020 |
| #2 | -23.76% Dec 2, 2024 - Aug 22, 2025 | -30.26% Nov 16, 2021 - Feb 2, 2024 |
| #3 | -12.32% Feb 11, 2026 - Jun 12, 2026 | -18.63% Sep 21, 2018 - Apr 1, 2019 |
| #4 | -11.10% Jul 16, 2024 - Oct 16, 2024 | -18.09% Dec 4, 2024 - Jun 27, 2025 |
| #5 | -8.87% Sep 18, 2025 - Dec 10, 2025 | -10.31% Jan 29, 2018 - Aug 28, 2018 |
| #6 | -7.48% Mar 28, 2024 - Jul 15, 2024 | -8.50% Feb 27, 2026 - Apr 14, 2026 |
| #7 | -6.97% Nov 16, 2021 - Jan 4, 2022 | -8.13% Sep 2, 2020 - Oct 12, 2020 |
| #8 | -6.96% Mar 17, 2021 - Apr 23, 2021 | -7.70% Oct 12, 2020 - Nov 5, 2020 |
| #9 | -6.35% Dec 26, 2023 - Mar 21, 2024 | -7.50% Oct 27, 2025 - Jan 6, 2026 |
| #10 | -5.46% Jun 25, 2021 - Aug 3, 2021 | -7.39% Jul 16, 2024 - Aug 21, 2024 |
| #11 | -5.14% Sep 2, 2021 - Oct 25, 2021 | -7.18% Mar 28, 2024 - Jul 12, 2024 |
| #12 | -5.09% May 7, 2021 - Jun 1, 2021 | -7.04% May 6, 2019 - Jun 20, 2019 |
| #13 | -4.83% Jun 8, 2021 - Jun 24, 2021 | -7.01% Sep 3, 2021 - Nov 3, 2021 |
| #14 | -4.34% Jan 25, 2021 - Feb 4, 2021 | -7.00% Jul 26, 2019 - Nov 15, 2019 |
| #15 | -4.04% Aug 3, 2021 - Aug 27, 2021 | -5.92% Feb 12, 2021 - Apr 1, 2021 |
Correlation
Correlation between MGMT and CHGX is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2017 - 2025)
MGMT vs CHGX dividend yield comparison.
| Year | MGMT | CHGX |
|---|---|---|
| 2025 | 0.34% | 0.67% |
| 2024 | 0.51% | 0.76% |
| 2023 | 1.16% | 0.94% |
| 2022 | 0.90% | 1.11% |
| 2021 | 0.26% | 0.56% |
| 2020 | 0.00% | 0.58% |
| 2019 | 0.00% | 0.86% |
| 2017 | 0.00% | 0.59% |
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