MFMO vs. SGRT

Last updated Apr 2, 2026

Compare and contrast key facts about Motley Fool Momentum Factor ETF (MFMO) and SMART Earnings Growth 30 ETF (SGRT).

MFMO and SGRT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MFMO is an actively managed fund by Motley Fool. It was launched on Dec 8, 2025.

Performance

MFMO vs. SGRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Motley Fool Momentum Factor ETF (MFMO) and SMART Earnings Growth 30 ETF (SGRT). The values are adjusted to include any dividend payments, if applicable.

MFMO vs. SGRT - Yearly Performance Comparison

	2026 (YTD)	2025
MFMO Motley Fool Momentum Factor ETF	-2.03%	-1.90%
SGRT SMART Earnings Growth 30 ETF	9.56%	-1.58%

Returns By Period

In the year-to-date period, MFMO achieves a -2.03% return, which is significantly lower than SGRT's 9.56% return.

MFMO

• 1D: 1.63%
• 1M: -3.89%
• YTD: -2.03%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SGRT

• 1D: 2.70%
• 1M: -6.90%
• YTD: 9.56%
• 6M: 15.63%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

MFMO vs. SGRT - Expense Ratio Comparison

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

SGRT

SMART Earnings Growth 30 ETF

MFMO

Motley Fool Momentum Factor ETF

Return for Risk

MFMO vs. SGRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Motley Fool Momentum Factor ETF (MFMO) 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

	MFMO	SGRT	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	-0.51	2.09	-2.59

Correlation

The correlation between MFMO and SGRT is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

MFMO vs. SGRT - Dividend Comparison

MFMO has not paid dividends to shareholders, while SGRT's dividend yield for the trailing twelve months is around 0.15%.

	TTM	2025
MFMO Motley Fool Momentum Factor ETF	0.00%	0.00%
SGRT SMART Earnings Growth 30 ETF	0.15%	0.16%

Drawdowns

MFMO vs. SGRT - Drawdown Comparison

The maximum MFMO drawdown since its inception was -12.05%, smaller than the maximum SGRT drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for MFMO and SGRT.

Drawdown Indicators

	MFMO	SGRT	Difference
Max Drawdown Largest peak-to-trough decline	-12.05%	-17.87%	+5.82%
Current Drawdown Current decline from peak	-6.73%	-7.09%	+0.36%
Average Drawdown Average peak-to-trough decline	-3.09%	-3.52%	+0.43%

Volatility

Volatility by Period

	MFMO	SGRT	Difference
Volatility (1Y) Calculated over the trailing 1-year period	24.22%	32.60%	-8.38%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.22%	32.60%	-8.38%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.22%	32.60%	-8.38%