JEDI vs. SGRT

Last updated Jun 14, 2026

JEDI (Defiance Drone & Modern Warfare ETF) and SGRT (SMART Earnings Growth 30 ETF) are both exchange-traded funds - JEDI is a Aerospace & Defense fund tracking the BITA Drone & Modern Warfare Select Index, while SGRT is a Large Cap Growth Equities fund. JEDI is passively managed, while SGRT is actively managed. At a 0.45 correlation, their price movements are largely independent. JEDI charges 0.69%/yr vs 0.59%/yr for SGRT.

Performance

JEDI vs. SGRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Defiance Drone & Modern Warfare ETF (JEDI) and SMART Earnings Growth 30 ETF (SGRT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, JEDI achieves a 30.94% return, which is significantly lower than SGRT's 44.22% return.

JEDI

• 1D: -6.91%
• 1M: 2.81%
• YTD: 30.94%
• 6M: 32.92%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SGRT

• 1D: 2.15%
• 1M: 2.76%
• YTD: 44.22%
• 6M: 48.13%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

JEDI vs. SGRT - Yearly Performance Comparison

	2026 (YTD)	2025
JEDI Defiance Drone & Modern Warfare ETF	30.94%	-3.42%
SGRT SMART Earnings Growth 30 ETF	44.22%	9.35%

Correlation

The correlation between JEDI and SGRT is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Sep 26, 2025	0.45

Return for Risk

JEDI vs. SGRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Defiance Drone & Modern Warfare ETF (JEDI) 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.

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.

Drawdowns

JEDI vs. SGRT - Drawdown Comparison

The maximum JEDI drawdown since its inception was -26.33%, which is greater than SGRT's maximum drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for JEDI and SGRT.

Drawdown Indicators

	JEDI	SGRT	Difference
Max Drawdown Largest peak-to-trough decline	-26.33%	-17.87%	-8.46%
Current Drawdown Current decline from peak	-25.08%	-4.78%	-20.30%
Average Drawdown Average peak-to-trough decline	-9.54%	-3.24%	-6.30%

Volatility

Volatility by Period

	JEDI	SGRT	Difference
Volatility (1Y) Calculated over the trailing 1-year period	51.56%	34.85%	+16.71%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	51.56%	34.85%	+16.71%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	51.56%	34.85%	+16.71%

JEDI vs. SGRT - Expense Ratio Comparison

JEDI has a 0.69% expense ratio, which is higher than SGRT's 0.59% expense ratio.

Dividends

JEDI vs. SGRT - Dividend Comparison

JEDI has not paid dividends to shareholders, while SGRT's dividend yield for the trailing twelve months is around 0.11%.

Position	TTM	2025
JEDI Defiance Drone & Modern Warfare ETF	0.00%	0.00%
SGRT SMART Earnings Growth 30 ETF	0.11%	0.16%

Frequently Asked Questions

Can I hold both JEDI and SGRT in my portfolio?

JEDI and SGRT have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, JEDI or SGRT?

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.

Which ETF is cheaper, JEDI or SGRT?

SGRT is cheaper with a 0.59% expense ratio, compared with 0.69% for JEDI.

Which ETF pays a higher dividend yield, JEDI or SGRT?

SGRT has the higher dividend yield at 0.11%, compared with 0.00% for JEDI.

What is the main difference between JEDI and SGRT?

JEDI is categorized as Aerospace & Defense, while SGRT is Large Cap Growth Equities. Their fees differ too: 0.69% for JEDI and 0.59% for SGRT.