CHGX vs VYM
Stance Sustainable Beta ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. CHGX delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | CHGX | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.04% | |
| AUM | $171M | $79.0B | |
| Dividend Yield | 0.55% | 2.86% | |
| Holdings | 104 | 568 | |
| YTD Return | +24.32% | +16.53% | |
| 1Y Return | +28.85% | +25.03% | |
| 3Y Return (annualized) | +3.72% | +18.54% | |
| 5Y Return (annualized) | +0.59% | +12.25% | |
| Volatility (annualized) | 21.5% | 14.6% | |
| Max Drawdown | -47.3% | -58.8% | |
| Fund Family | STANCE Capital | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 14, 2024 | Nov 10, 2006 |
CHGX vs VYM Performance
Stance Sustainable Beta ETF (CHGX) is a ETF from STANCE Capital and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year CHGX returned +28.85% while VYM returned +25.03%. Year to date, CHGX is up 24.32% versus a gain of 16.53% for VYM.
Over three years, CHGX compounded at +3.72% per year against +18.54% for VYM; over five years the annualized figures are +0.59% and +12.25% respectively. Across the full 9-year window we track, CHGX has the edge at +8.29% annualized vs +7.10%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CHGX has been the more volatile fund, with annualized monthly volatility of 21.5% compared with 14.6% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -47.3% for CHGX and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CHGX charges 0.49% per year while VYM charges 0.04%. On a $10,000 position that is $49 vs $4 annually, a gap of $45 per year that compounds over a long holding period. On income, CHGX currently yields 0.55% against 2.86% for VYM.
Holdings Overlap
CHGX and VYM share 32 holdings out of 628 unique holdings combined, representing a 15.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CHGX or VYM?
CHGX has an expense ratio of 0.49% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $45 per year of difference.
Which performed better, CHGX or VYM?
Over the past year CHGX returned +28.85% vs +25.03% for VYM, so CHGX leads on 1-year performance. Over the longest common window we track (9 years), CHGX annualized +8.29% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, CHGX or VYM?
CHGX has been the more volatile fund at 21.5% annualized versus 14.6% for VYM. Worst drawdown: CHGX -47.3% vs VYM -58.8%.
Should I hold both CHGX and VYM?
CHGX and VYM have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CHGX and VYM?
CHGX and VYM share 32 common holdings with a 15.3% weight overlap. Combined, they hold 628 unique securities.
Which pays a higher dividend, CHGX or VYM?
CHGX yields 0.55% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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