SEPU vs CHGX

Comparison between ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED SEP ETF (SEPU, ETF) and STANCE SUSTAINABLE BETA ETF (CHGX, ETF).

SEPU vs CHGX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SEPU(ETF)	CHGX(ETF)
Net Assets	$151M	$151M
Expense Ratio	0.74%	0.49%
Max Drawdown	11.76%	35.49%
Sharpe Ratio	1.40	1.65
5Y Beta	0.61	0.92
P/E Ratio	N/A	30.23
Forward P/E	N/A	21.20
PEG Ratio	N/A	0.43
5Y Dividends CAGR	N/A	23.24%
5Y EPS CAGR	N/A	19.79%
Debt to Equity	N/A	12.83%
P/S Ratio	N/A	3.06
P/B Ratio	N/A	5.85

Net Assets

Winner

SEPU

$151M

CHGX

$151M

Expense Ratio

SEPU

0.74%

Winner

CHGX

0.49%

Max Drawdown

Winner

SEPU

11.76%

CHGX

35.49%

Sharpe Ratio

SEPU

1.40

Winner

CHGX

1.65

5Y Beta

Winner

SEPU

0.61

CHGX

0.92

P/E Ratio

SEPU

N/A

CHGX

30.23

Forward P/E

SEPU

N/A

CHGX

21.20

PEG Ratio

SEPU

N/A

CHGX

0.43

5Y Dividends CAGR

SEPU

N/A

CHGX

23.24%

5Y EPS CAGR

SEPU

N/A

CHGX

19.79%

Debt to Equity

SEPU

N/A

CHGX

12.83%

P/S Ratio

SEPU

N/A

CHGX

3.06

P/B Ratio

SEPU

N/A

CHGX

5.85

SEPU vs CHGX - Historical Returns

Returns include dividend reinvestment.

Period	SEPU	CHGX
1 month	+1.52%	+5.70%
3 months	+6.56%	+15.65%
6 months	+5.65%	+17.52%
1 year	+18.78%	+29.17%
5 years(CAGR)	N/A	+10.40%
10 years(CAGR)	N/A	+13.35%
Max(CAGR)	+13.35%	+13.35%

SEPU

+1.52%

Winner

CHGX

+5.70%

SEPU

+6.56%

Winner

CHGX

+15.65%

SEPU

+5.65%

Winner

CHGX

+17.52%

SEPU

+18.78%

Winner

CHGX

+29.17%

5Y(CAGR)

SEPU

N/A

CHGX

+10.40%

10Y(CAGR)

SEPU

N/A

CHGX

+13.35%

Max(CAGR)

SEPU

+13.35%

Winner

CHGX

+13.35%

SEPU vs CHGX - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	SEPU	CHGX
2026	+6.02%	+18.36%
2025	+12.43%	+12.25%
2024	+4.59%	+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%

SEPU vs CHGX Drawdown Comparison

The maximum drawdown for SEPU was -11.76%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

The maximum drawdown for CHGX was -35.49%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.

The current SEPU drawdown is -2.73%. The current CHGX drawdown is -3.56%.

Rank	SEPU	CHGX
#1	-11.76% Feb 19, 2025 - Jun 30, 2025	-35.49% Feb 19, 2020 - Aug 4, 2020
#2	-6.23% Jan 28, 2026 - Apr 16, 2026	-30.26% Nov 16, 2021 - Feb 2, 2024
#3	-3.87% Oct 28, 2025 - Dec 24, 2025	-18.63% Sep 21, 2018 - Apr 1, 2019
#4	-3.60% Dec 6, 2024 - Jan 23, 2025	-18.09% Dec 4, 2024 - Jun 27, 2025
#5	-2.73% Jun 2, 2026 - Jun 5, 2026	-10.31% Jan 29, 2018 - Aug 28, 2018
#6	-2.26% Jul 25, 2025 - Aug 12, 2025	-8.50% Feb 27, 2026 - Apr 14, 2026
#7	-2.16% Oct 8, 2025 - Oct 24, 2025	-8.13% Sep 2, 2020 - Oct 12, 2020
#8	-2.16% Jan 12, 2026 - Jan 28, 2026	-7.70% Oct 12, 2020 - Nov 5, 2020
#9	-2.06% Oct 14, 2024 - Nov 6, 2024	-7.50% Oct 27, 2025 - Jan 6, 2026
#10	-1.83% May 14, 2026 - May 26, 2026	-7.39% Jul 16, 2024 - Aug 21, 2024
#11	-1.67% Nov 11, 2024 - Nov 26, 2024	-7.18% Mar 28, 2024 - Jul 12, 2024
#12	-1.67% Aug 14, 2025 - Aug 27, 2025	-7.04% May 6, 2019 - Jun 20, 2019
#13	-1.46% Jan 23, 2025 - Feb 18, 2025	-7.01% Sep 3, 2021 - Nov 3, 2021
#14	-1.26% Sep 22, 2025 - Oct 1, 2025	-7.00% Jul 26, 2019 - Nov 15, 2019
#15	-1.22% Sep 4, 2024 - Sep 11, 2024	-5.92% Feb 12, 2021 - Apr 1, 2021