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FTGS vs. SGRT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FTGS vs. SGRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Growth Strength ETF (FTGS) and SMART Earnings Growth 30 ETF (SGRT). The values are adjusted to include any dividend payments, if applicable.

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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*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FTGS
FTGS Risk / Return Rank: 2727
Overall Rank
FTGS Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
FTGS Sortino Ratio Rank: 2626
Sortino Ratio Rank
FTGS Omega Ratio Rank: 2424
Omega Ratio Rank
FTGS Calmar Ratio Rank: 2727
Calmar Ratio Rank
FTGS Martin Ratio Rank: 3131
Martin Ratio Rank

SGRT
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.


FTGSSGRTDifference
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

FTGS vs. SGRT - Sharpe Ratio Comparison


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Sharpe Ratios by Period


FTGSSGRTDifference

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


FTGSSGRTDifference

Max Drawdown

Largest 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 Drawdown

Current decline from peak

-1.66%

0.00%

-1.66%

Average Drawdown

Average peak-to-trough decline

-2.75%

-3.11%

+0.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.79%

Volatility

FTGS vs. SGRT - Volatility Comparison


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Volatility by Period


FTGSSGRTDifference

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.


PositionTTM2025202420232022
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.

Portfolio Optimizer

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