GDMA vs. SGRT
GDMA (Gadsden Dynamic Multi-Asset ETF) and SGRT (SMART Earnings Growth ETF) are both exchange-traded funds - GDMA is a Global Allocation fund actively managed by Gadsden, while SGRT is a Large Cap Growth Equities fund. Both are actively managed. Their 0.63 correlation means they have sometimes moved together and sometimes differently. GDMA charges 0.77%/yr vs 0.59%/yr for SGRT.
Performance
GDMA vs. SGRT - Performance Comparison
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Returns By Period
In the year-to-date period, GDMA achieves a 10.56% return, which is significantly lower than SGRT's 25.07% return.
GDMA
- 1D
- 0.67%
- 1M
- 2.38%
- 6M
- 1.94%
- YTD
- 10.56%
- 1Y
- 25.16%
- 3Y*
- 16.04%
- 5Y*
- 8.45%
- 10Y*
- —
- ALL TIME*
- 9.45%
SGRT
- 1D
- -0.19%
- 1M
- -7.04%
- 6M
- 20.49%
- YTD
- 25.07%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.65M | $1.00M | $708.66K | |
| $998.46K | $1.36M | $2.23M |
GDMA vs. SGRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
GDMA Gadsden Dynamic Multi-Asset ETF | 10.56% | 10.74% |
SGRT SMART Earnings Growth ETF | 25.07% | 26.83% |
Correlation
The correlation between GDMA and SGRT is 0.63, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 20, 2025 | 0.63 |
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Return for Risk
GDMA vs. SGRT — Risk / Return Rank
GDMA
SGRT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
GDMA vs. SGRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Gadsden Dynamic Multi-Asset ETF (GDMA) 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.
| GDMA | SGRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.28 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.12 | — | — |
| Martin ratioReturn relative to average drawdown | 7.24 | — | — |
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Drawdowns
GDMA vs. SGRT - Drawdown Comparison
The maximum GDMA drawdown since its inception was -16.66%, smaller than the maximum SGRT drawdown of -24.98%. Use the drawdown chart below to compare losses from any high point for GDMA and SGRT.
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Drawdown Indicators
| GDMA | SGRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.66% | -24.98% | +8.32% |
Max Drawdown (1Y)Largest decline over 1 year | -7.53% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -7.53% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -12.74% | — | — |
Current DrawdownCurrent decline from peak | -3.21% | -18.61% | +15.40% |
Average DrawdownAverage peak-to-trough decline | -3.79% | -4.25% | +0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | — | — |
Volatility
GDMA vs. SGRT - Volatility Comparison
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Volatility by Period
| GDMA | SGRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.27% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 13.20% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.80% | 38.93% | -23.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.24% | 38.93% | -28.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.39% | 38.93% | -27.54% |
GDMA vs. SGRT - Expense Ratio Comparison
GDMA has a 0.77% expense ratio, which is higher than SGRT's 0.59% expense ratio.
Dividends
GDMA vs. SGRT - Dividend Comparison
GDMA's dividend yield for the trailing twelve months is around 2.53%, more than SGRT's 0.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
GDMA Gadsden Dynamic Multi-Asset ETF | 2.53% | 2.79% | 2.32% | 4.14% | 1.18% | 2.10% | 0.62% | 3.17% |
SGRT SMART Earnings Growth ETF | 0.13% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
GDMA and SGRT have a correlation of 0.63, 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 0.77% for GDMA.
GDMA has the higher dividend yield at 2.53%, compared with 0.13% for SGRT.
GDMA is categorized as Global Allocation, while SGRT is Large Cap Growth Equities. Their fees differ too: 0.77% for GDMA and 0.59% for SGRT.
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