NYSX vs. SGRT
NYSX (Global X NYSE 100 ETF) and SGRT (SMART Earnings Growth 30 ETF) are both Large Cap Growth Equities funds. NYSX is passively managed, while SGRT is actively managed. A 0.68 correlation means they provide meaningful diversification when combined. NYSX charges 0.09%/yr vs 0.59%/yr for SGRT.
Performance
NYSX vs. SGRT - Performance Comparison
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Returns By Period
NYSX
- 1D
- -0.36%
- 1M
- 11.23%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SGRT
- 1D
- -1.69%
- 1M
- 9.59%
- YTD
- 48.90%
- 6M
- 51.74%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
NYSX vs. SGRT - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
NYSX Global X NYSE 100 ETF | 34.86% |
SGRT SMART Earnings Growth 30 ETF | 41.24% |
Correlation
The correlation between NYSX and SGRT is 0.68, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Mar 27, 2026 | 0.68 |
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Return for Risk
NYSX vs. SGRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X NYSE 100 ETF (NYSX) 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.
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Sharpe Ratios by Period
| NYSX | SGRT | Difference | |
|---|---|---|---|
Sharpe Ratio (All Time)Calculated using the full available price history | 17.95 | 3.63 | +14.32 |
Drawdowns
NYSX vs. SGRT - Drawdown Comparison
The maximum NYSX drawdown since its inception was -3.46%, smaller than the maximum SGRT drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for NYSX and SGRT.
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Drawdown Indicators
| NYSX | SGRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.46% | -17.87% | +14.41% |
Current DrawdownCurrent decline from peak | -1.37% | -1.69% | +0.32% |
Average DrawdownAverage peak-to-trough decline | -0.52% | -3.10% | +2.58% |
Volatility
NYSX vs. SGRT - Volatility Comparison
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Volatility by Period
| NYSX | SGRT | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 21.44% | 33.40% | -11.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.44% | 33.40% | -11.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.44% | 33.40% | -11.96% |
NYSX vs. SGRT - Expense Ratio Comparison
NYSX has a 0.09% expense ratio, which is lower than SGRT's 0.59% expense ratio.
Dividends
NYSX vs. SGRT - Dividend Comparison
NYSX has not paid dividends to shareholders, while SGRT's dividend yield for the trailing twelve months is around 0.11%.
| Position | TTM | 2025 |
|---|---|---|
NYSX Global X NYSE 100 ETF | 0.00% | 0.00% |
SGRT SMART Earnings Growth 30 ETF | 0.11% | 0.16% |
Frequently Asked Questions
NYSX and SGRT have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, NYSX is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.
NYSX is cheaper with a 0.09% expense ratio, compared with 0.59% for SGRT.
SGRT has the higher dividend yield at 0.11%, compared with 0.00% for NYSX.
Their fees differ too: 0.09% for NYSX and 0.59% for SGRT.
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