BBHL vs. SGRT

Last updated Apr 3, 2026

Compare and contrast key facts about BBH Select Large Cap ETF (BBHL) and SMART Earnings Growth 30 ETF (SGRT).

BBHL and SGRT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBHL is a passively managed fund by BBH that tracks the performance of the Actively Managed. It was launched on Sep 9, 2019.

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.

BBHL vs. SGRT - Yearly Performance Comparison

	2026 (YTD)	2025
BBHL BBH Select Large Cap ETF	-6.30%	2.72%
SGRT SMART Earnings Growth 30 ETF	10.60%	7.58%

Returns By Period

In the year-to-date period, BBHL achieves a -6.30% return, which is significantly lower than SGRT's 10.60% return.

BBHL

• 1D: 0.23%
• 1M: -4.04%
• YTD: -6.30%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SGRT

• 1D: 0.95%
• 1M: -1.67%
• YTD: 10.60%
• 6M: 16.18%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BBHL vs. SGRT - Expense Ratio Comparison

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

BBHL

BBH Select Large Cap ETF

SGRT

SMART Earnings Growth 30 ETF

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	-0.76	2.16	-2.92

Correlation

The correlation between BBHL and SGRT is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

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 0.14%.

	TTM	2025
BBHL BBH Select Large Cap ETF	0.00%	0.00%
SGRT SMART Earnings Growth 30 ETF	0.14%	0.16%

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	-9.20%	-6.21%	-2.99%
Average Drawdown Average peak-to-trough decline	-3.48%	-3.54%	+0.06%

Volatility

Volatility by Period

	BBHL	SGRT	Difference
Volatility (1Y) Calculated over the trailing 1-year period	12.98%	32.51%	-19.53%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.98%	32.51%	-19.53%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.98%	32.51%	-19.53%