PFOE vs. SGRT

Last updated Jun 6, 2026

PFOE (Pathfinder Focused Opportunities ETF) and SGRT (SMART Earnings Growth 30 ETF) are both Large Cap Growth Equities funds. Both are actively managed. At a 0.42 correlation, their price movements are largely independent. Both charge a 0.59% expense ratio.

Performance

PFOE vs. SGRT - Performance Comparison

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

Returns By Period

PFOE

• 1D: -1.12%
• 1M: -4.67%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SGRT

• 1D: -7.77%
• 1M: -2.09%
• YTD: 37.33%
• 6M: 38.04%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

PFOE vs. SGRT - Yearly Performance Comparison

	2026 (YTD)
PFOE Pathfinder Focused Opportunities ETF	-8.79%
SGRT SMART Earnings Growth 30 ETF	37.33%

Correlation

The correlation between PFOE and SGRT is 0.42, 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 Jan 2, 2026	0.42

Return for Risk

PFOE vs. SGRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pathfinder Focused Opportunities ETF (PFOE) 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

	PFOE	SGRT	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	-1.03	2.87	-3.90

Drawdowns

PFOE vs. SGRT - Drawdown Comparison

The maximum PFOE drawdown since its inception was -18.19%, roughly equal to the maximum SGRT drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for PFOE and SGRT.

Drawdown Indicators

	PFOE	SGRT	Difference
Max Drawdown Largest peak-to-trough decline	-18.19%	-17.87%	-0.32%
Current Drawdown Current decline from peak	-13.61%	-9.33%	-4.28%
Average Drawdown Average peak-to-trough decline	-9.16%	-3.13%	-6.03%

Volatility

Volatility by Period

	PFOE	SGRT	Difference
Volatility (1Y) Calculated over the trailing 1-year period	18.98%	34.54%	-15.56%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.98%	34.54%	-15.56%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.98%	34.54%	-15.56%

PFOE vs. SGRT - Expense Ratio Comparison

Both PFOE and SGRT have an expense ratio of 0.59%.

Dividends

PFOE vs. SGRT - Dividend Comparison

PFOE's dividend yield for the trailing twelve months is around 0.04%, less than SGRT's 0.12% yield.

Position	TTM	2025
PFOE Pathfinder Focused Opportunities ETF	0.04%	0.00%
SGRT SMART Earnings Growth 30 ETF	0.12%	0.16%

Frequently Asked Questions

Can I hold both PFOE and SGRT in my portfolio?

PFOE and SGRT have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, PFOE or SGRT?

Both ETFs have the same 0.59% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, PFOE or SGRT?

PFOE and SGRT have the same expense ratio: 0.59% per year.

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

SGRT has the higher dividend yield at 0.12%, compared with 0.04% for PFOE.