AVUQ vs. SGRT

Last updated Jun 5, 2026

AVUQ (Avantis U.S. Quality ETF) and SGRT (SMART Earnings Growth 30 ETF) are both Large Cap Growth Equities funds. Both are actively managed. A 0.73 correlation means they provide meaningful diversification when combined. AVUQ charges 0.15%/yr vs 0.59%/yr for SGRT.

Performance

AVUQ vs. SGRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis U.S. Quality ETF (AVUQ) and SMART Earnings Growth 30 ETF (SGRT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AVUQ achieves a 11.47% return, which is significantly lower than SGRT's 48.90% return.

AVUQ

• 1D: 0.22%
• 1M: 4.23%
• YTD: 11.47%
• 6M: 10.99%
• 1Y: 30.23%
• 3Y*: —
• 5Y*: —
• 10Y*: —

SGRT

• 1D: -1.69%
• 1M: 9.59%
• YTD: 48.90%
• 6M: 51.74%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AVUQ vs. SGRT - Yearly Performance Comparison

	2026 (YTD)	2025
AVUQ Avantis U.S. Quality ETF	11.47%	7.37%
SGRT SMART Earnings Growth 30 ETF	48.90%	25.25%

Correlation

The correlation between AVUQ and SGRT is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Aug 21, 2025	0.73

Return for Risk

AVUQ vs. SGRT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVUQ

AVUQ Risk / Return Rank: 58
AVUQ Sharpe Ratio Rank: 60
AVUQ Sortino Ratio Rank: 58
AVUQ Omega Ratio Rank: 57
AVUQ Calmar Ratio Rank: 54
AVUQ Martin Ratio Rank: 60

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AVUQ vs. SGRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Quality ETF (AVUQ) and SMART Earnings Growth 30 ETF (SGRT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	AVUQ	SGRT	Difference
Sharpe ratio: Return per unit of total volatility	1.99	—	—
Sortino ratio: Return per unit of downside risk	2.68	—	—
Omega ratio: Gain probability vs. loss probability	1.35	—	—
Calmar ratio: Return relative to maximum drawdown	2.62	—	—
Martin ratio: Return relative to average drawdown	10.37	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	AVUQ	SGRT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.99	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.56	3.63	-2.07

Drawdowns

AVUQ vs. SGRT - Drawdown Comparison

The maximum AVUQ drawdown since its inception was -11.86%, smaller than the maximum SGRT drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for AVUQ and SGRT.

Drawdown Indicators

	AVUQ	SGRT	Difference
Max Drawdown Largest peak-to-trough decline	-11.86%	-17.87%	+6.01%
Max Drawdown (1Y) Largest decline over 1 year	-11.61%	—	—
Current Drawdown Current decline from peak	-0.75%	-1.69%	+0.94%
Average Drawdown Average peak-to-trough decline	-2.07%	-3.10%	+1.03%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.92%	—	—

Volatility

Volatility by Period

	AVUQ	SGRT	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.56%	—	—
Volatility (6M) Calculated over the trailing 6-month period	11.58%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	15.29%	33.40%	-18.11%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.38%	33.40%	-14.02%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.38%	33.40%	-14.02%

AVUQ vs. SGRT - Expense Ratio Comparison

AVUQ has a 0.15% expense ratio, which is lower than SGRT's 0.59% expense ratio.

Dividends

AVUQ vs. SGRT - Dividend Comparison

AVUQ's dividend yield for the trailing twelve months is around 0.34%, more than SGRT's 0.11% yield.

Position	TTM	2025
AVUQ Avantis U.S. Quality ETF	0.34%	0.32%
SGRT SMART Earnings Growth 30 ETF	0.11%	0.16%

Frequently Asked Questions

Can I hold both AVUQ and SGRT in my portfolio?

AVUQ and SGRT have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, AVUQ or SGRT?

On fees, AVUQ is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, AVUQ or SGRT?

AVUQ is cheaper with a 0.15% expense ratio, compared with 0.59% for SGRT.

Which ETF pays a higher dividend yield, AVUQ or SGRT?

AVUQ has the higher dividend yield at 0.34%, compared with 0.11% for SGRT.

What is the main difference between AVUQ and SGRT?

Their fees differ too: 0.15% for AVUQ and 0.59% for SGRT.