CGGG vs. SGRT
CGGG (Capital Group U.S. Large Growth ETF) and SGRT (SMART Earnings Growth 30 ETF) are both Large Cap Growth Equities funds. Both are actively managed. A 0.67 correlation means they provide meaningful diversification when combined. CGGG charges 0.39%/yr vs 0.59%/yr for SGRT.
Performance
CGGG vs. SGRT - Performance Comparison
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Returns By Period
In the year-to-date period, CGGG achieves a 2.00% return, which is significantly lower than SGRT's 51.46% return.
CGGG
- 1D
- -1.28%
- 1M
- 1.82%
- YTD
- 2.00%
- 6M
- 2.02%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SGRT
- 1D
- 0.03%
- 1M
- 14.68%
- YTD
- 51.46%
- 6M
- 56.17%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CGGG vs. SGRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
CGGG Capital Group U.S. Large Growth ETF | 2.00% | 5.14% |
SGRT SMART Earnings Growth 30 ETF | 51.46% | 25.25% |
Correlation
The correlation between CGGG and SGRT is 0.67, 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 | 0.67 |
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Return for Risk
CGGG vs. SGRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group U.S. Large Growth ETF (CGGG) 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.
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Sharpe Ratios by Period
| CGGG | SGRT | Difference | |
|---|---|---|---|
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 3.81 | -3.03 |
Drawdowns
CGGG vs. SGRT - Drawdown Comparison
The maximum CGGG drawdown since its inception was -17.75%, roughly equal to the maximum SGRT drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for CGGG and SGRT.
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Drawdown Indicators
| CGGG | SGRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.75% | -17.87% | +0.12% |
Current DrawdownCurrent decline from peak | -1.98% | 0.00% | -1.98% |
Average DrawdownAverage peak-to-trough decline | -3.80% | -3.11% | -0.69% |
Volatility
CGGG vs. SGRT - Volatility Comparison
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Volatility by Period
| CGGG | SGRT | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 17.50% | 33.41% | -15.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.50% | 33.41% | -15.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.50% | 33.41% | -15.91% |
CGGG vs. SGRT - Expense Ratio Comparison
CGGG has a 0.39% expense ratio, which is lower than SGRT's 0.59% expense ratio.
Dividends
CGGG vs. SGRT - Dividend Comparison
CGGG's dividend yield for the trailing twelve months is around 0.07%, less than SGRT's 0.11% yield.
| Position | TTM | 2025 |
|---|---|---|
CGGG Capital Group U.S. Large Growth ETF | 0.07% | 0.07% |
SGRT SMART Earnings Growth 30 ETF | 0.11% | 0.16% |
Frequently Asked Questions
CGGG and SGRT have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CGGG is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CGGG is cheaper with a 0.39% expense ratio, compared with 0.59% for SGRT.
SGRT has the higher dividend yield at 0.11%, compared with 0.07% for CGGG.
Their fees differ too: 0.39% for CGGG and 0.59% for SGRT.
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