MFIG vs. SGRT

Last updated Jun 5, 2026

MFIG (Motley Fool Innovative Growth Factor ETF) and SGRT (SMART Earnings Growth 30 ETF) are both Large Cap Growth Equities funds. MFIG is passively managed, while SGRT is actively managed. At a 0.50 correlation, their price movements are largely independent. MFIG charges 0.50%/yr vs 0.59%/yr for SGRT.

Performance

MFIG vs. SGRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Motley Fool Innovative Growth Factor ETF (MFIG) 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, MFIG achieves a 4.46% return, which is significantly lower than SGRT's 48.90% return.

MFIG

• 1D: 0.15%
• 1M: 6.09%
• YTD: 4.46%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SGRT

• 1D: -1.69%
• 1M: 9.59%
• YTD: 48.90%
• 6M: 51.74%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

MFIG vs. SGRT - Yearly Performance Comparison

	2026 (YTD)	2025
MFIG Motley Fool Innovative Growth Factor ETF	4.46%	-0.21%
SGRT SMART Earnings Growth 30 ETF	48.90%	-1.58%

Correlation

The correlation between MFIG and SGRT is 0.50, 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 Dec 10, 2025	0.50

Return for Risk

MFIG vs. SGRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Motley Fool Innovative Growth Factor ETF (MFIG) 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.

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

Sharpe Ratios by Period

	MFIG	SGRT	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	0.55	3.63	-3.08

Drawdowns

MFIG vs. SGRT - Drawdown Comparison

The maximum MFIG drawdown since its inception was -14.29%, smaller than the maximum SGRT drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for MFIG and SGRT.

Drawdown Indicators

	MFIG	SGRT	Difference
Max Drawdown Largest peak-to-trough decline	-14.29%	-17.87%	+3.58%
Current Drawdown Current decline from peak	-2.01%	-1.69%	-0.32%
Average Drawdown Average peak-to-trough decline	-4.61%	-3.10%	-1.51%

Volatility

Volatility by Period

	MFIG	SGRT	Difference
Volatility (1Y) Calculated over the trailing 1-year period	16.52%	33.40%	-16.88%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.52%	33.40%	-16.88%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.52%	33.40%	-16.88%

MFIG vs. SGRT - Expense Ratio Comparison

MFIG has a 0.50% expense ratio, which is lower than SGRT's 0.59% expense ratio.

Dividends

MFIG vs. SGRT - Dividend Comparison

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

Position	TTM	2025
MFIG Motley Fool Innovative Growth Factor ETF	0.00%	0.00%
SGRT SMART Earnings Growth 30 ETF	0.11%	0.16%

Frequently Asked Questions

Can I hold both MFIG and SGRT in my portfolio?

MFIG and SGRT have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, MFIG or SGRT?

On fees, MFIG is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, MFIG or SGRT?

MFIG is cheaper with a 0.50% expense ratio, compared with 0.59% for SGRT.

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

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

What is the main difference between MFIG and SGRT?

Their fees differ too: 0.50% for MFIG and 0.59% for SGRT.