BASG vs. SGRT

Last updated Jun 4, 2026

BASG (Brown Advisory Sustainable Growth ETF) and SGRT (SMART Earnings Growth 30 ETF) are both Large Cap Growth Equities funds. A 0.53 correlation means they provide meaningful diversification when combined. BASG charges 0.61%/yr vs 0.59%/yr for SGRT.

Performance

BASG vs. SGRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brown Advisory Sustainable Growth ETF (BASG) 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, BASG achieves a 4.35% return, which is significantly lower than SGRT's 51.46% return.

BASG

• 1D: -1.72%
• 1M: 7.15%
• YTD: 4.35%
• 6M: 3.51%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SGRT

• 1D: 0.03%
• 1M: 14.68%
• YTD: 51.46%
• 6M: 56.17%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BASG vs. SGRT - Yearly Performance Comparison

	2026 (YTD)	2025
BASG Brown Advisory Sustainable Growth ETF	4.35%	-0.38%
SGRT SMART Earnings Growth 30 ETF	51.46%	25.25%

Correlation

The correlation between BASG and SGRT is 0.53, 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	0.53

Return for Risk

BASG vs. SGRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Sustainable Growth ETF (BASG) 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BASG	SGRT	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	0.41	3.81	-3.40

Drawdowns

BASG vs. SGRT - Drawdown Comparison

The maximum BASG drawdown since its inception was -19.30%, which is greater than SGRT's maximum drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for BASG and SGRT.

Drawdown Indicators

	BASG	SGRT	Difference
Max Drawdown Largest peak-to-trough decline	-19.30%	-17.87%	-1.43%
Current Drawdown Current decline from peak	-1.98%	0.00%	-1.98%
Average Drawdown Average peak-to-trough decline	-5.84%	-3.11%	-2.73%

Volatility

Volatility by Period

	BASG	SGRT	Difference
Volatility (1Y) Calculated over the trailing 1-year period	16.65%	33.41%	-16.76%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.65%	33.41%	-16.76%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.65%	33.41%	-16.76%

BASG vs. SGRT - Expense Ratio Comparison

BASG has a 0.61% expense ratio, which is higher than SGRT's 0.59% expense ratio.

Dividends

BASG vs. SGRT - Dividend Comparison

BASG has not paid dividends to shareholders, while SGRT's dividend yield for the trailing twelve months is around 0.11%.

Position	TTM	2025
BASG Brown Advisory Sustainable Growth ETF	0.00%	0.00%
SGRT SMART Earnings Growth 30 ETF	0.11%	0.16%

Frequently Asked Questions

Can I hold both BASG and SGRT in my portfolio?

BASG and SGRT have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BASG or SGRT?

On fees, SGRT is cheaper at 0.59% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BASG or SGRT?

SGRT is cheaper with a 0.59% expense ratio, compared with 0.61% for BASG.

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

SGRT has the higher dividend yield at 0.11%, compared with 0.00% for BASG.

What is the main difference between BASG and SGRT?

Their fees differ too: 0.61% for BASG and 0.59% for SGRT.