OUSA vs. SGRT

Last updated Jun 4, 2026

OUSA (OShares U.S. Quality Dividend ETF) and SGRT (SMART Earnings Growth 30 ETF) are both Large Cap Growth Equities funds. OUSA is passively managed, while SGRT is actively managed. At a 0.23 correlation, their price movements are largely independent. OUSA charges 0.48%/yr vs 0.59%/yr for SGRT.

Performance

OUSA vs. SGRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in OShares U.S. Quality Dividend ETF (OUSA) 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, OUSA achieves a 1.05% return, which is significantly lower than SGRT's 51.46% return.

OUSA

• 1D: -0.75%
• 1M: 1.02%
• YTD: 1.05%
• 6M: 1.29%
• 1Y: 9.81%
• 3Y*: 12.63%
• 5Y*: 8.62%
• 10Y*: 10.22%

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)

OUSA vs. SGRT - Yearly Performance Comparison

	2026 (YTD)	2025
OUSA OShares U.S. Quality Dividend ETF	1.05%	4.02%
SGRT SMART Earnings Growth 30 ETF	51.46%	25.25%

Correlation

The correlation between OUSA and SGRT is 0.23, 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	0.23

Return for Risk

OUSA vs. SGRT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

OUSA

OUSA Risk / Return Rank: 27
OUSA Sharpe Ratio Rank: 28
OUSA Sortino Ratio Rank: 28
OUSA Omega Ratio Rank: 26
OUSA Calmar Ratio Rank: 25
OUSA Martin Ratio Rank: 29

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

OUSA vs. SGRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for OShares U.S. Quality Dividend ETF (OUSA) 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.

	OUSA	SGRT	Difference
Sharpe ratio: Return per unit of total volatility	1.01	—	—
Sortino ratio: Return per unit of downside risk	1.53	—	—
Omega ratio: Gain probability vs. loss probability	1.18	—	—
Calmar ratio: Return relative to maximum drawdown	1.18	—	—
Martin ratio: Return relative to average drawdown	4.19	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	OUSA	SGRT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.01	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.65	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.68	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.68	3.81	-3.12

Drawdowns

OUSA vs. SGRT - Drawdown Comparison

The maximum OUSA drawdown since its inception was -33.12%, which is greater than SGRT's maximum drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for OUSA and SGRT.

Drawdown Indicators

	OUSA	SGRT	Difference
Max Drawdown Largest peak-to-trough decline	-33.12%	-17.87%	-15.25%
Max Drawdown (1Y) Largest decline over 1 year	-8.36%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-13.14%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-19.54%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-33.12%	—	—
Current Drawdown Current decline from peak	-2.58%	0.00%	-2.58%
Average Drawdown Average peak-to-trough decline	-3.53%	-3.11%	-0.42%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.35%	—	—

Volatility

Volatility by Period

	OUSA	SGRT	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.25%	—	—
Volatility (6M) Calculated over the trailing 6-month period	7.18%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	9.75%	33.41%	-23.66%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.30%	33.41%	-20.11%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.16%	33.41%	-18.25%

OUSA vs. SGRT - Expense Ratio Comparison

OUSA has a 0.48% expense ratio, which is lower than SGRT's 0.59% expense ratio.

Dividends

OUSA vs. SGRT - Dividend Comparison

OUSA's dividend yield for the trailing twelve months is around 1.42%, more than SGRT's 0.11% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
OUSA OShares U.S. Quality Dividend ETF	1.42%	1.39%	1.50%	1.81%	1.92%	1.56%	2.03%	2.31%	3.06%	2.15%	2.32%	1.17%
SGRT SMART Earnings Growth 30 ETF	0.11%	0.16%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both OUSA and SGRT in my portfolio?

OUSA and SGRT have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, OUSA or SGRT?

On fees, OUSA is cheaper at 0.48% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, OUSA or SGRT?

OUSA is cheaper with a 0.48% expense ratio, compared with 0.59% for SGRT.

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

OUSA has the higher dividend yield at 1.42%, compared with 0.11% for SGRT.

What is the main difference between OUSA and SGRT?

Their fees differ too: 0.48% for OUSA and 0.59% for SGRT.