IUSG vs. SGRT
IUSG (iShares Core S&P U.S. Growth ETF) and SGRT (SMART Earnings Growth ETF) are both Large Cap Growth Equities funds. IUSG is passively managed, while SGRT is actively managed. Their 0.74 correlation means they have sometimes moved together and sometimes differently. IUSG charges 0.04%/yr vs 0.59%/yr for SGRT.
Performance
IUSG vs. SGRT - Performance Comparison
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Returns By Period
In the year-to-date period, IUSG achieves a 12.72% return, which is significantly lower than SGRT's 27.55% return.
IUSG
- 1D
- 2.17%
- 1M
- 1.92%
- 6M
- 11.50%
- YTD
- 12.72%
- 1Y
- 24.41%
- 3Y*
- 25.35%
- 5Y*
- 13.30%
- 10Y*
- 17.20%
- ALL TIME*
- 8.19%
SGRT
- 1D
- 1.98%
- 1M
- -5.20%
- 6M
- 20.29%
- YTD
- 27.55%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $105.73M | $92.27M | $99.82M | |
| $1.04M | $1.25M | $2.19M |
IUSG vs. SGRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IUSG iShares Core S&P U.S. Growth ETF | 12.72% | 8.11% |
SGRT SMART Earnings Growth ETF | 27.55% | 26.83% |
Correlation
The correlation between IUSG and SGRT is 0.74, 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 | 0.74 |
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Return for Risk
IUSG vs. SGRT — Risk / Return Rank
IUSG
SGRT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IUSG vs. SGRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P U.S. Growth ETF (IUSG) 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.
| IUSG | SGRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.24 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.88 | — | — |
| Martin ratioReturn relative to average drawdown | 6.96 | — | — |
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Drawdowns
IUSG vs. SGRT - Drawdown Comparison
The maximum IUSG drawdown since its inception was -63.41%, which is greater than SGRT's maximum drawdown of -24.98%. Use the drawdown chart below to compare losses from any high point for IUSG and SGRT.
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Drawdown Indicators
| IUSG | SGRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.41% | -24.98% | -38.43% |
Max Drawdown (1Y)Largest decline over 1 year | -13.07% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -22.28% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -32.21% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -32.35% | — | — |
Current DrawdownCurrent decline from peak | -2.17% | -16.99% | +14.82% |
Average DrawdownAverage peak-to-trough decline | -21.33% | -4.30% | -17.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.52% | — | — |
Volatility
IUSG vs. SGRT - Volatility Comparison
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Volatility by Period
| IUSG | SGRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.24% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 14.68% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 17.84% | 38.89% | -21.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.22% | 38.89% | -17.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.55% | 38.89% | -18.34% |
IUSG vs. SGRT - Expense Ratio Comparison
IUSG has a 0.04% expense ratio, which is lower than SGRT's 0.59% expense ratio.
Dividends
IUSG vs. SGRT - Dividend Comparison
IUSG's dividend yield for the trailing twelve months is around 0.49%, more than SGRT's 0.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSG iShares Core S&P U.S. Growth ETF | 0.49% | 0.53% | 0.59% | 1.12% | 1.07% | 0.59% | 0.93% | 1.64% | 1.32% | 1.28% | 1.48% | 1.29% |
SGRT SMART Earnings Growth ETF | 0.13% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IUSG and SGRT have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSG is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSG is cheaper with a 0.04% expense ratio, compared with 0.59% for SGRT.
IUSG has the higher dividend yield at 0.49%, compared with 0.13% for SGRT.
Their fees differ too: 0.04% for IUSG and 0.59% for SGRT.
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