BLGR vs. SGRT
BLGR (Bluemonte Large Cap Growth ETF) and SGRT (SMART Earnings Growth ETF) are both Large Cap Growth Equities funds. Both are actively managed. Their 0.71 correlation means they have sometimes moved together and sometimes differently. BLGR charges 0.24%/yr vs 0.59%/yr for SGRT.
Performance
BLGR vs. SGRT - Performance Comparison
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Returns By Period
In the year-to-date period, BLGR achieves a 11.68% return, which is significantly lower than SGRT's 30.75% return.
BLGR
- 1D
- -0.18%
- 1M
- 2.62%
- 6M
- 15.20%
- YTD
- 11.68%
- 1Y
- 21.92%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 26.66%
SGRT
- 1D
- -1.65%
- 1M
- -5.02%
- 6M
- 24.33%
- YTD
- 30.75%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $611.51K | $593.60K | $1.01M | |
| $1.71M | $1.52M | $2.23M |
BLGR vs. SGRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BLGR Bluemonte Large Cap Growth ETF | 11.68% | 7.91% |
SGRT SMART Earnings Growth ETF | 30.75% | 26.83% |
Correlation
The correlation between BLGR and SGRT is 0.71, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 20, 2025 | 0.71 |
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Return for Risk
BLGR vs. SGRT — Risk / Return Rank
BLGR
SGRT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BLGR vs. SGRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bluemonte Large Cap Growth ETF (BLGR) and SMART Earnings Growth 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BLGR | SGRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.23 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.56 | — | — |
| Martin ratioReturn relative to average drawdown | 5.42 | — | — |
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Drawdowns
BLGR vs. SGRT - Drawdown Comparison
The maximum BLGR drawdown since its inception was -14.08%, smaller than the maximum SGRT drawdown of -24.98%. Use the drawdown chart below to compare losses from any high point for BLGR and SGRT.
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Drawdown Indicators
| BLGR | SGRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.08% | -24.98% | +10.90% |
Max Drawdown (1Y)Largest decline over 1 year | -14.08% | — | — |
Current DrawdownCurrent decline from peak | -0.18% | -14.91% | +14.73% |
Average DrawdownAverage peak-to-trough decline | -2.65% | -4.39% | +1.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.06% | — | — |
Volatility
BLGR vs. SGRT - Volatility Comparison
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Volatility by Period
| BLGR | SGRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.70% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 13.50% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.80% | 38.99% | -22.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.31% | 38.99% | -22.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.31% | 38.99% | -22.68% |
BLGR vs. SGRT - Expense Ratio Comparison
BLGR has a 0.24% expense ratio, which is lower than SGRT's 0.59% expense ratio.
Dividends
BLGR vs. SGRT - Dividend Comparison
BLGR's dividend yield for the trailing twelve months is around 0.32%, more than SGRT's 0.12% yield.
| Position | TTM | 2025 |
|---|---|---|
BLGR Bluemonte Large Cap Growth ETF | 0.32% | 0.17% |
SGRT SMART Earnings Growth ETF | 0.12% | 0.16% |
Frequently Asked Questions
BLGR and SGRT have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BLGR is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BLGR is cheaper with a 0.24% expense ratio, compared with 0.59% for SGRT.
BLGR has the higher dividend yield at 0.32%, compared with 0.12% for SGRT.
Their fees differ too: 0.24% for BLGR and 0.59% for SGRT.
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