LRGE vs. SGRT
LRGE (ClearBridge Large Cap Growth ESG ETF) and SGRT (SMART Earnings Growth ETF) are both Large Cap Growth Equities funds. Both are actively managed. Their 0.57 correlation means they have sometimes moved together and sometimes differently. Both charge a 0.59% expense ratio.
Performance
LRGE vs. SGRT - Performance Comparison
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Returns By Period
In the year-to-date period, LRGE achieves a 1.70% return, which is significantly lower than SGRT's 25.07% return.
LRGE
- 1D
- 1.23%
- 1M
- -2.67%
- 6M
- 2.18%
- YTD
- 1.70%
- 1Y
- 7.51%
- 3Y*
- 14.84%
- 5Y*
- 8.75%
- 10Y*
- —
- ALL TIME*
- 14.72%
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) |
|---|---|---|---|
| $4.11M | $3.64M | $1.94M | |
| $998.46K | $1.36M | $2.23M |
LRGE vs. SGRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
LRGE ClearBridge Large Cap Growth ESG ETF | 1.70% | 3.01% |
SGRT SMART Earnings Growth ETF | 25.07% | 26.83% |
Correlation
The correlation between LRGE and SGRT is 0.57, 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 | 0.57 |
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Return for Risk
LRGE vs. SGRT — Risk / Return Rank
LRGE
SGRT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
LRGE vs. SGRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Large Cap Growth ESG ETF (LRGE) 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.
| LRGE | SGRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.06 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.30 | — | — |
| Martin ratioReturn relative to average drawdown | 0.86 | — | — |
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Drawdowns
LRGE vs. SGRT - Drawdown Comparison
The maximum LRGE drawdown since its inception was -37.03%, which is greater than SGRT's maximum drawdown of -24.98%. Use the drawdown chart below to compare losses from any high point for LRGE and SGRT.
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Drawdown Indicators
| LRGE | SGRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.03% | -24.98% | -12.05% |
Max Drawdown (1Y)Largest decline over 1 year | -16.32% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -20.26% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -37.03% | — | — |
Current DrawdownCurrent decline from peak | -5.46% | -18.61% | +13.15% |
Average DrawdownAverage peak-to-trough decline | -7.14% | -4.25% | -2.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.79% | — | — |
Volatility
LRGE vs. SGRT - Volatility Comparison
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Volatility by Period
| LRGE | SGRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.54% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 14.23% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 18.04% | 38.93% | -20.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.94% | 38.93% | -17.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.62% | 38.93% | -18.31% |
LRGE vs. SGRT - Expense Ratio Comparison
Both LRGE and SGRT have an expense ratio of 0.59%.
Dividends
LRGE vs. SGRT - Dividend Comparison
LRGE's dividend yield for the trailing twelve months is around 0.12%, less than SGRT's 0.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
LRGE ClearBridge Large Cap Growth ESG ETF | 0.12% | 0.13% | 0.18% | 0.11% | 2.02% | 1.20% | 0.37% | 0.37% | 2.10% | 0.37% |
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% |
Frequently Asked Questions
LRGE and SGRT have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.59% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
LRGE and SGRT have the same expense ratio: 0.59% per year.
SGRT has the higher dividend yield at 0.13%, compared with 0.12% for LRGE.
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