KEAT vs. SGRT

Last updated Jul 14, 2026

KEAT (Keating Active ETF) and SGRT (SMART Earnings Growth ETF) are both exchange-traded funds - KEAT is a Global Allocation fund actively managed by Keating, while SGRT is a Large Cap Growth Equities fund. Both are actively managed. At a 0.26 correlation, their price movements are largely independent. KEAT charges 0.85%/yr vs 0.59%/yr for SGRT.

Performance

KEAT vs. SGRT - Performance Comparison

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

Returns By Period

In the year-to-date period, KEAT achieves a 6.54% return, which is significantly lower than SGRT's 34.03% return.

KEAT

• 1D: 0.77%
• 1M: -2.48%
• 6M: 3.41%
• YTD: 6.54%
• 1Y: 20.18%
• 3Y*: —
• 5Y*: —
• 10Y*: —

SGRT

• 1D: -3.68%
• 1M: -7.07%
• 6M: 27.60%
• YTD: 34.03%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

KEAT vs. SGRT - Yearly Performance Comparison

	2026 (YTD)	2025
KEAT Keating Active ETF	6.54%	10.11%
SGRT SMART Earnings Growth ETF	34.03%	26.83%

Correlation

The correlation between KEAT and SGRT is 0.26, 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 Aug 20, 2025	0.26

Return for Risk

KEAT vs. SGRT — Risk / Return Rank

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

KEAT

KEAT Risk / Return Rank: 61
KEAT Sharpe Ratio Rank: 73
KEAT Sortino Ratio Rank: 69
KEAT Omega Ratio Rank: 70
KEAT Calmar Ratio Rank: 48
KEAT Martin Ratio Rank: 44

SGRT

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

KEAT vs. SGRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Keating Active ETF (KEAT) 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.

	KEAT	SGRT	Difference
Sharpe ratio: Return per unit of total volatility	1.86	—	—
Sortino ratio: Return per unit of downside risk	2.52	—	—
Omega ratio: Gain probability vs. loss probability	1.33	—	—
Calmar ratio: Return relative to maximum drawdown	1.91	—	—
Martin ratio: Return relative to average drawdown	5.77	—	—

Drawdowns

KEAT vs. SGRT - Drawdown Comparison

The maximum KEAT drawdown since its inception was -10.59%, smaller than the maximum SGRT drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for KEAT and SGRT.

Drawdown Indicators

	KEAT	SGRT	Difference
Max Drawdown Largest peak-to-trough decline	-10.59%	-17.87%	+7.28%
Max Drawdown (1Y) Largest decline over 1 year	-10.59%	—	—
Current Drawdown Current decline from peak	-8.09%	-12.78%	+4.69%
Average Drawdown Average peak-to-trough decline	-1.88%	-3.52%	+1.64%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.51%	—	—

Volatility

Volatility by Period

	KEAT	SGRT	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.61%	—	—
Volatility (6M) Calculated over the trailing 6-month period	8.95%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	10.94%	36.74%	-25.80%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.42%	36.74%	-26.32%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.42%	36.74%	-26.32%

KEAT vs. SGRT - Expense Ratio Comparison

KEAT has a 0.85% expense ratio, which is higher than SGRT's 0.59% expense ratio.

Dividends

KEAT vs. SGRT - Dividend Comparison

KEAT's dividend yield for the trailing twelve months is around 2.60%, more than SGRT's 0.12% yield.

Position	TTM	2025	2024
KEAT Keating Active ETF	2.60%	2.48%	1.72%
SGRT SMART Earnings Growth ETF	0.12%	0.16%	0.00%

Frequently Asked Questions

Can I hold both KEAT and SGRT in my portfolio?

KEAT and SGRT have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, KEAT 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, KEAT or SGRT?

SGRT is cheaper with a 0.59% expense ratio, compared with 0.85% for KEAT.

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

KEAT has the higher dividend yield at 2.60%, compared with 0.12% for SGRT.

What is the main difference between KEAT and SGRT?

KEAT is categorized as Global Allocation, while SGRT is Large Cap Growth Equities. Their fees differ too: 0.85% for KEAT and 0.59% for SGRT.