NDVG vs. SGRT

Last updated Jun 4, 2026

NDVG (Nuveen Dividend Growth ETF) and SGRT (SMART Earnings Growth 30 ETF) are both Large Cap Growth Equities funds. Both are actively managed. At a 0.49 correlation, their price movements are largely independent. NDVG charges 0.64%/yr vs 0.59%/yr for SGRT.

Performance

NDVG vs. SGRT - Performance Comparison

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

Returns By Period

NDVG

• 1D: —
• 1M: —
• YTD: —
• 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)

NDVG vs. SGRT - Yearly Performance Comparison

	2026 (YTD)	2025
NDVG Nuveen Dividend Growth ETF	-1.62%	2.72%
SGRT SMART Earnings Growth 30 ETF	51.46%	25.25%

Correlation

The correlation between NDVG and SGRT is 0.49, 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 21, 2025	0.49

Return for Risk

NDVG vs. SGRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen Dividend Growth ETF (NDVG) 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

	NDVG	SGRT	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	—	3.81	—

Drawdowns

Drawdown Indicators

	NDVG	SGRT	Difference
Max Drawdown Largest peak-to-trough decline	—	-17.87%	—
Current Drawdown Current decline from peak	—	0.00%	—
Average Drawdown Average peak-to-trough decline	—	-3.11%	—

Volatility

Volatility by Period

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

NDVG vs. SGRT - Expense Ratio Comparison

NDVG has a 0.64% expense ratio, which is higher than SGRT's 0.59% expense ratio.

Dividends

NDVG vs. SGRT - Dividend Comparison

NDVG's dividend yield for the trailing twelve months is around 4.41%, more than SGRT's 0.11% yield.

Position	TTM	2025	2024	2023	2022	2021
NDVG Nuveen Dividend Growth ETF	4.41%	1.05%	1.20%	1.24%	1.34%	0.57%
SGRT SMART Earnings Growth 30 ETF	0.11%	0.16%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both NDVG and SGRT in my portfolio?

NDVG and SGRT have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, NDVG 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, NDVG or SGRT?

SGRT is cheaper with a 0.59% expense ratio, compared with 0.64% for NDVG.

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

NDVG has the higher dividend yield at 4.41%, compared with 0.11% for SGRT.

What is the main difference between NDVG and SGRT?

Their fees differ too: 0.64% for NDVG and 0.59% for SGRT.