FTGS vs. SGRT
FTGS (First Trust Growth Strength ETF) and SGRT (SMART Earnings Growth 30 ETF) are both Large Cap Growth Equities funds. FTGS is passively managed, while SGRT is actively managed. A 0.53 correlation means they provide meaningful diversification when combined. FTGS charges 0.60%/yr vs 0.59%/yr for SGRT.
Performance
FTGS vs. SGRT - Performance Comparison
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Returns By Period
In the year-to-date period, FTGS achieves a 5.22% return, which is significantly lower than SGRT's 51.46% return.
FTGS
- 1D
- -0.75%
- 1M
- 3.43%
- YTD
- 5.22%
- 6M
- 5.10%
- 1Y
- 12.55%
- 3Y*
- 18.88%
- 5Y*
- —
- 10Y*
- —
SGRT
- 1D
- 0.03%
- 1M
- 14.68%
- YTD
- 51.46%
- 6M
- 56.17%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FTGS vs. SGRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
FTGS First Trust Growth Strength ETF | 5.22% | 1.40% |
SGRT SMART Earnings Growth 30 ETF | 51.46% | 25.25% |
Correlation
The correlation between FTGS and SGRT is 0.53, 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 | 0.53 |
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Return for Risk
FTGS vs. SGRT — Risk / Return Rank
FTGS
SGRT
FTGS vs. SGRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Growth Strength ETF (FTGS) 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.
| FTGS | SGRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.17 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.33 | — | — |
| Martin ratioReturn relative to average drawdown | 4.51 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FTGS | SGRT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.10 | 3.81 | -2.71 |
Drawdowns
FTGS vs. SGRT - Drawdown Comparison
The maximum FTGS 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 FTGS and SGRT.
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Drawdown Indicators
| FTGS | SGRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.99% | -17.87% | -2.12% |
Max Drawdown (1Y)Largest decline over 1 year | -9.47% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -19.99% | — | — |
Current DrawdownCurrent decline from peak | -1.66% | 0.00% | -1.66% |
Average DrawdownAverage peak-to-trough decline | -2.75% | -3.11% | +0.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | — | — |
Volatility
FTGS vs. SGRT - Volatility Comparison
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Volatility by Period
| FTGS | SGRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 10.27% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.45% | 33.41% | -19.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.15% | 33.41% | -16.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.15% | 33.41% | -16.26% |
FTGS vs. SGRT - Expense Ratio Comparison
FTGS has a 0.60% expense ratio, which is higher than SGRT's 0.59% expense ratio.
Dividends
FTGS vs. SGRT - Dividend Comparison
FTGS's dividend yield for the trailing twelve months is around 0.09%, less than SGRT's 0.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
FTGS First Trust Growth Strength ETF | 0.09% | 0.16% | 0.39% | 0.62% | 0.21% |
SGRT SMART Earnings Growth 30 ETF | 0.11% | 0.16% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
FTGS and SGRT have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SGRT is cheaper at 0.59% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SGRT is cheaper with a 0.59% expense ratio, compared with 0.60% for FTGS.
SGRT has the higher dividend yield at 0.11%, compared with 0.09% for FTGS.
Their fees differ too: 0.60% for FTGS and 0.59% for SGRT.
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