SAWG vs. SGRT
SAWG (AAM Sawgrass U.S. Large Cap Quality Growth ETF) and SGRT (SMART Earnings Growth ETF) are both exchange-traded funds - SAWG is a Quality Factor fund actively managed by AAM, while SGRT is a Large Cap Growth Equities fund. Both are actively managed. Their 0.66 correlation means they have sometimes moved together and sometimes differently. SAWG charges 0.49%/yr vs 0.59%/yr for SGRT.
Performance
SAWG vs. SGRT - Performance Comparison
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Returns By Period
In the year-to-date period, SAWG achieves a 8.37% return, which is significantly lower than SGRT's 25.07% return.
SAWG
- 1D
- 0.52%
- 1M
- 0.10%
- 6M
- 8.55%
- YTD
- 8.37%
- 1Y
- 17.21%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 13.12%
SGRT
- 1D
- -0.19%
- 1M
- -7.04%
- 6M
- 20.49%
- YTD
- 25.07%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $20.88K | $32.12K | $31.74K | |
| $998.46K | $1.36M | $2.23M |
SAWG vs. SGRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SAWG AAM Sawgrass U.S. Large Cap Quality Growth ETF | 8.37% | 6.10% |
SGRT SMART Earnings Growth ETF | 25.07% | 26.83% |
Correlation
The correlation between SAWG and SGRT is 0.66, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 20, 2025 | 0.66 |
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Return for Risk
SAWG vs. SGRT — Risk / Return Rank
SAWG
SGRT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SAWG vs. SGRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AAM Sawgrass U.S. Large Cap Quality Growth ETF (SAWG) 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.
| SAWG | SGRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.21 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.40 | — | — |
| Martin ratioReturn relative to average drawdown | 5.64 | — | — |
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Drawdowns
SAWG vs. SGRT - Drawdown Comparison
The maximum SAWG drawdown since its inception was -18.68%, smaller than the maximum SGRT drawdown of -24.98%. Use the drawdown chart below to compare losses from any high point for SAWG and SGRT.
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Drawdown Indicators
| SAWG | SGRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.68% | -24.98% | +6.30% |
Max Drawdown (1Y)Largest decline over 1 year | -11.33% | — | — |
Current DrawdownCurrent decline from peak | -1.58% | -18.61% | +17.03% |
Average DrawdownAverage peak-to-trough decline | -2.57% | -4.25% | +1.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | — | — |
Volatility
SAWG vs. SGRT - Volatility Comparison
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Volatility by Period
| SAWG | SGRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.28% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 10.49% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.19% | 38.93% | -25.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.05% | 38.93% | -22.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.05% | 38.93% | -22.88% |
SAWG vs. SGRT - Expense Ratio Comparison
SAWG has a 0.49% expense ratio, which is lower than SGRT's 0.59% expense ratio.
Dividends
SAWG vs. SGRT - Dividend Comparison
SAWG's dividend yield for the trailing twelve months is around 0.25%, more than SGRT's 0.13% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
SAWG AAM Sawgrass U.S. Large Cap Quality Growth ETF | 0.25% | 0.27% | 0.16% |
SGRT SMART Earnings Growth ETF | 0.13% | 0.16% | 0.00% |
Frequently Asked Questions
SAWG and SGRT have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SAWG is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SAWG is cheaper with a 0.49% expense ratio, compared with 0.59% for SGRT.
SAWG has the higher dividend yield at 0.25%, compared with 0.13% for SGRT.
SAWG is categorized as Quality Factor, while SGRT is Large Cap Growth Equities. Their fees differ too: 0.49% for SAWG and 0.59% for SGRT.
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