BLGR vs. SGRT

Last updated Jun 4, 2026

BLGR (Bluemonte Large Cap Growth ETF) and SGRT (SMART Earnings Growth 30 ETF) are both Large Cap Growth Equities funds. A 0.71 correlation means they provide meaningful diversification when combined. BLGR charges 0.24%/yr vs 0.59%/yr for SGRT.

Performance

BLGR vs. SGRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bluemonte Large Cap Growth ETF (BLGR) 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, BLGR achieves a 10.51% return, which is significantly lower than SGRT's 51.46% return.

BLGR

• 1D: -0.96%
• 1M: 6.35%
• YTD: 10.51%
• 6M: 10.19%
• 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)

BLGR vs. SGRT - Yearly Performance Comparison

	2026 (YTD)	2025
BLGR Bluemonte Large Cap Growth ETF	10.51%	8.31%
SGRT SMART Earnings Growth 30 ETF	51.46%	25.25%

Correlation

The correlation between BLGR and SGRT is 0.71, 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	0.71

Return for Risk

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 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

	BLGR	SGRT	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	1.96	3.81	-1.84

Drawdowns

BLGR vs. SGRT - Drawdown Comparison

The maximum BLGR drawdown since its inception was -14.08%, smaller than the maximum SGRT drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for BLGR and SGRT.

Drawdown Indicators

	BLGR	SGRT	Difference
Max Drawdown Largest peak-to-trough decline	-14.08%	-17.87%	+3.79%
Current Drawdown Current decline from peak	-1.23%	0.00%	-1.23%
Average Drawdown Average peak-to-trough decline	-2.43%	-3.11%	+0.68%

Volatility

Volatility by Period

	BLGR	SGRT	Difference
Volatility (1Y) Calculated over the trailing 1-year period	15.41%	33.41%	-18.00%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.41%	33.41%	-18.00%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.41%	33.41%	-18.00%

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 0.23%, more than SGRT's 0.11% yield.

Position	TTM	2025
BLGR Bluemonte Large Cap Growth ETF	0.23%	0.17%
SGRT SMART Earnings Growth 30 ETF	0.11%	0.16%

Frequently Asked Questions

Can I hold both BLGR and SGRT in my portfolio?

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.

Which ETF is better, BLGR or SGRT?

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.

Which ETF is cheaper, BLGR or SGRT?

BLGR is cheaper with a 0.24% expense ratio, compared with 0.59% for SGRT.

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

BLGR has the higher dividend yield at 0.23%, compared with 0.11% for SGRT.

What is the main difference between BLGR and SGRT?

Their fees differ too: 0.24% for BLGR and 0.59% for SGRT.