BBHL vs. SGRT

Last updated Jun 5, 2026

BBHL (BBH Select Large Cap ETF) and SGRT (SMART Earnings Growth 30 ETF) are both Large Cap Growth Equities funds. BBHL is passively managed, while SGRT is actively managed. A 0.57 correlation means they provide meaningful diversification when combined. BBHL charges 0.71%/yr vs 0.59%/yr for SGRT.

Performance

BBHL vs. SGRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BBH Select Large Cap ETF (BBHL) 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, BBHL achieves a 6.39% return, which is significantly lower than SGRT's 48.90% return.

BBHL

• 1D: 0.94%
• 1M: 4.01%
• YTD: 6.39%
• 6M: 6.61%
• 1Y: —
• 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)

BBHL vs. SGRT - Yearly Performance Comparison

	2026 (YTD)	2025
BBHL BBH Select Large Cap ETF	6.39%	2.72%
SGRT SMART Earnings Growth 30 ETF	48.90%	7.58%

Correlation

The correlation between BBHL and SGRT is 0.57, 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 Nov 18, 2025	0.57

Return for Risk

BBHL vs. SGRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BBH Select Large Cap ETF (BBHL) 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

	BBHL	SGRT	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	1.41	3.63	-2.22

Drawdowns

BBHL vs. SGRT - Drawdown Comparison

The maximum BBHL drawdown since its inception was -11.99%, smaller than the maximum SGRT drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for BBHL and SGRT.

Drawdown Indicators

	BBHL	SGRT	Difference
Max Drawdown Largest peak-to-trough decline	-11.99%	-17.87%	+5.88%
Current Drawdown Current decline from peak	0.00%	-1.69%	+1.69%
Average Drawdown Average peak-to-trough decline	-2.98%	-3.10%	+0.12%

Volatility

Volatility by Period

	BBHL	SGRT	Difference
Volatility (1Y) Calculated over the trailing 1-year period	12.71%	33.40%	-20.69%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.71%	33.40%	-20.69%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.71%	33.40%	-20.69%

BBHL vs. SGRT - Expense Ratio Comparison

BBHL has a 0.71% expense ratio, which is higher than SGRT's 0.59% expense ratio.

Dividends

BBHL vs. SGRT - Dividend Comparison

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

Position	TTM	2025
BBHL BBH Select Large Cap ETF	0.00%	0.00%
SGRT SMART Earnings Growth 30 ETF	0.11%	0.16%

Frequently Asked Questions

Can I hold both BBHL and SGRT in my portfolio?

BBHL and SGRT have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BBHL 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, BBHL or SGRT?

SGRT is cheaper with a 0.59% expense ratio, compared with 0.71% for BBHL.

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

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

What is the main difference between BBHL and SGRT?

Their fees differ too: 0.71% for BBHL and 0.59% for SGRT.