RKSG vs. SGRT

Last updated Jul 16, 2026

RKSG (Ruk Strategic Growth ETF) and SGRT (SMART Earnings Growth ETF) are both Large Cap Growth Equities funds. RKSG is passively managed, while SGRT is actively managed. At a 0.36 correlation, their price movements are largely independent. RKSG charges 0.50%/yr vs 0.59%/yr for SGRT.

Performance

RKSG vs. SGRT - Performance Comparison

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

Returns By Period

RKSG

• 1D: 0.29%
• 1M: 1.06%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SGRT

• 1D: -3.34%
• 1M: -11.51%
• 6M: 26.99%
• YTD: 32.43%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

RKSG vs. SGRT - Yearly Performance Comparison

	2026 (YTD)
RKSG Ruk Strategic Growth ETF	11.35%
SGRT SMART Earnings Growth ETF	19.48%

Correlation

The correlation between RKSG and SGRT is 0.36, 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 Apr 7, 2026	0.36

Return for Risk

RKSG vs. SGRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ruk Strategic Growth ETF (RKSG) and SMART Earnings Growth 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Drawdowns

RKSG vs. SGRT - Drawdown Comparison

The maximum RKSG drawdown since its inception was -5.34%, smaller than the maximum SGRT drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for RKSG and SGRT.

Drawdown Indicators

	RKSG	SGRT	Difference
Max Drawdown Largest peak-to-trough decline	-5.34%	-17.87%	+12.53%
Current Drawdown Current decline from peak	-1.17%	-13.82%	+12.65%
Average Drawdown Average peak-to-trough decline	-1.36%	-3.60%	+2.24%

Volatility

Volatility by Period

	RKSG	SGRT	Difference
Volatility (1Y) Calculated over the trailing 1-year period	11.83%	36.83%	-25.00%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.83%	36.83%	-25.00%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.83%	36.83%	-25.00%

RKSG vs. SGRT - Expense Ratio Comparison

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

Dividends

RKSG vs. SGRT - Dividend Comparison

RKSG has not paid dividends to shareholders, while SGRT's dividend yield for the trailing twelve months is around 0.12%.

Position	TTM	2025
RKSG Ruk Strategic Growth ETF	0.00%	0.00%
SGRT SMART Earnings Growth ETF	0.12%	0.16%

Frequently Asked Questions

Can I hold both RKSG and SGRT in my portfolio?

RKSG and SGRT have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, RKSG or SGRT?

On fees, RKSG 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, RKSG or SGRT?

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

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

SGRT has the higher dividend yield at 0.12%, compared with 0.00% for RKSG.

What is the main difference between RKSG and SGRT?

Their fees differ too: 0.50% for RKSG and 0.59% for SGRT.