CHPX vs. SGRT
CHPX (Global X AI Semiconductor & Quantum ETF) and SGRT (SMART Earnings Growth ETF) are both exchange-traded funds - CHPX is a Semiconductors fund tracking the Global X AI Semiconductor & Quantum Index, while SGRT is a Large Cap Growth Equities fund. CHPX is passively managed, while SGRT is actively managed. Their correlation of 0.86 suggests significant overlap in exposure. CHPX charges 0.50%/yr vs 0.59%/yr for SGRT.
Performance
CHPX vs. SGRT - Performance Comparison
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Returns By Period
In the year-to-date period, CHPX achieves a 62.38% return, which is significantly higher than SGRT's 26.55% return.
CHPX
- 1D
- -1.27%
- 1M
- -14.46%
- 6M
- 49.04%
- YTD
- 62.38%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SGRT
- 1D
- -0.22%
- 1M
- -13.95%
- 6M
- 18.85%
- YTD
- 26.55%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CHPX vs. SGRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
CHPX Global X AI Semiconductor & Quantum ETF | 62.38% | 6.91% |
SGRT SMART Earnings Growth ETF | 26.55% | 6.36% |
Correlation
The correlation between CHPX and SGRT is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 1, 2025 | 0.86 |
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Return for Risk
CHPX vs. SGRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X AI Semiconductor & Quantum ETF (CHPX) 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
CHPX vs. SGRT - Drawdown Comparison
The maximum CHPX drawdown since its inception was -19.99%, which is greater than SGRT's maximum drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for CHPX and SGRT.
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Drawdown Indicators
| CHPX | SGRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.99% | -17.87% | -2.12% |
Current DrawdownCurrent decline from peak | -19.99% | -17.64% | -2.35% |
Average DrawdownAverage peak-to-trough decline | -4.60% | -3.72% | -0.88% |
Volatility
CHPX vs. SGRT - Volatility Comparison
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Volatility by Period
| CHPX | SGRT | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 43.78% | 36.97% | +6.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 43.78% | 36.97% | +6.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 43.78% | 36.97% | +6.81% |
CHPX vs. SGRT - Expense Ratio Comparison
CHPX has a 0.50% expense ratio, which is lower than SGRT's 0.59% expense ratio.
Dividends
CHPX vs. SGRT - Dividend Comparison
CHPX's dividend yield for the trailing twelve months is around 0.04%, less than SGRT's 0.13% yield.
| Position | TTM | 2025 |
|---|---|---|
CHPX Global X AI Semiconductor & Quantum ETF | 0.04% | 0.06% |
SGRT SMART Earnings Growth ETF | 0.13% | 0.16% |
Frequently Asked Questions
CHPX and SGRT have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CHPX is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CHPX is cheaper with a 0.50% expense ratio, compared with 0.59% for SGRT.
SGRT has the higher dividend yield at 0.13%, compared with 0.04% for CHPX.
CHPX is categorized as Semiconductors, while SGRT is Large Cap Growth Equities. Their fees differ too: 0.50% for CHPX and 0.59% for SGRT.
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