MFMO vs. SGRT

Last updated Jun 4, 2026

MFMO (Motley Fool Momentum Factor ETF) and SGRT (SMART Earnings Growth 30 ETF) are both exchange-traded funds - MFMO is a Momentum fund actively managed by Motley Fool, while SGRT is a Large Cap Growth Equities fund. Both are actively managed. Their correlation of 0.86 suggests significant overlap in exposure. MFMO charges 0.50%/yr vs 0.59%/yr for SGRT.

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.

Returns By Period

In the year-to-date period, MFMO achieves a 25.49% return, which is significantly lower than SGRT's 51.46% return.

MFMO

• 1D: 0.71%
• 1M: 11.78%
• YTD: 25.49%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SGRT

• 1D: 0.03%
• 1M: 14.68%
• YTD: 51.46%
• 6M: 56.17%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

MFMO vs. SGRT - Yearly Performance Comparison

	2026 (YTD)	2025
MFMO Motley Fool Momentum Factor ETF	25.49%	-1.90%
SGRT SMART Earnings Growth 30 ETF	51.46%	-1.58%

Correlation

The correlation between MFMO and SGRT is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Dec 10, 2025	0.86

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	2.24	3.81	-1.56

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	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-2.42%	-3.11%	+0.69%

Volatility

Volatility by Period

	MFMO	SGRT	Difference
Volatility (1Y) Calculated over the trailing 1-year period	24.50%	33.41%	-8.91%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.50%	33.41%	-8.91%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.50%	33.41%	-8.91%

MFMO vs. SGRT - Expense Ratio Comparison

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

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 0.11%.

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

Frequently Asked Questions

Can I hold both MFMO and SGRT in my portfolio?

MFMO and SGRT have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, MFMO or SGRT?

On fees, MFMO 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, MFMO or SGRT?

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

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

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

What is the main difference between MFMO and SGRT?

MFMO is categorized as Momentum, while SGRT is Large Cap Growth Equities. Their fees differ too: 0.50% for MFMO and 0.59% for SGRT.