SEMG vs. BPH

Last updated Jun 25, 2026

SEMG (Suncoast Select Growth ETF) and BPH (BP p.l.c. ADRhedged ETF) are both exchange-traded funds - SEMG is a Large Cap Growth Equities fund actively managed by Suncoast, while BPH is a Energy Equities fund actively managed by Precidian. Both are actively managed. At a correlation of -0.23, they often move in opposite directions. SEMG charges 0.60%/yr vs 0.19%/yr for BPH.

Performance

SEMG vs. BPH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Suncoast Select Growth ETF (SEMG) and BP p.l.c. ADRhedged ETF (BPH). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SEMG

• 1D: 0.10%
• 1M: -2.79%
• YTD: -5.62%
• 6M: -6.47%
• 1Y: 0.01%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BPH

• 1D: -3.60%
• 1M: -8.93%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

SEMG vs. BPH - Yearly Performance Comparison

	2026 (YTD)
SEMG Suncoast Select Growth ETF	-2.79%
BPH BP p.l.c. ADRhedged ETF	-8.93%

Correlation

The correlation between SEMG and BPH is -0.23, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 26, 2026	-0.23

SEMG vs. BPH - Sectors Allocation Comparison

Sectors	SEMG	BPH
Technology	41.0%	-
Communication Services	18.4%	-
Financial Services	16.8%	-
Healthcare	12.9%	-
Industrials	6.6%	-
Consumer Cyclical	4.2%	-
Basic Materials	-	-
Consumer Defensive	-	-
Energy	-	100.0%
Real Estate	-	-
Utilities	-	-

Return for Risk

SEMG vs. BPH — Risk / Return Rank

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

SEMG

SEMG Risk / Return Rank: 9
SEMG Sharpe Ratio Rank: 9
SEMG Sortino Ratio Rank: 8
SEMG Omega Ratio Rank: 8
SEMG Calmar Ratio Rank: 9
SEMG Martin Ratio Rank: 9

BPH

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

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.

SEMG vs. BPH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Suncoast Select Growth ETF (SEMG) and BP p.l.c. ADRhedged ETF (BPH). 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.

	SEMG	BPH	Difference
Sharpe ratio: Return per unit of total volatility	0.00	—	—
Sortino ratio: Return per unit of downside risk	0.09	—	—
Omega ratio: Gain probability vs. loss probability	1.01	—	—
Calmar ratio: Return relative to maximum drawdown	0.00	—	—
Martin ratio: Return relative to average drawdown	0.00	—	—

Drawdowns

SEMG vs. BPH - Drawdown Comparison

The maximum SEMG drawdown since its inception was -15.80%, which is greater than BPH's maximum drawdown of -12.01%. Use the drawdown chart below to compare losses from any high point for SEMG and BPH.

Drawdown Indicators

	SEMG	BPH	Difference
Max Drawdown Largest peak-to-trough decline	-15.80%	-12.01%	-3.79%
Max Drawdown (1Y) Largest decline over 1 year	-15.80%	—	—
Current Drawdown Current decline from peak	-6.56%	-12.01%	+5.45%
Average Drawdown Average peak-to-trough decline	-3.44%	-3.60%	+0.16%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.07%	—	—

Volatility

Volatility by Period

	SEMG	BPH	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.46%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.34%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	13.24%	26.17%	-12.93%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.21%	26.17%	-12.96%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.21%	26.17%	-12.96%

SEMG vs. BPH - Expense Ratio Comparison

SEMG has a 0.60% expense ratio, which is higher than BPH's 0.19% expense ratio.

Dividends

SEMG vs. BPH - Dividend Comparison

SEMG's dividend yield for the trailing twelve months is around 0.06%, less than BPH's 0.55% yield.

Position	TTM	2025
BPH BP p.l.c. ADRhedged ETF	0.55%	0.00%
SEMG Suncoast Select Growth ETF	0.06%	0.05%

Frequently Asked Questions

Can I hold both SEMG and BPH in my portfolio?

SEMG and BPH 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, SEMG or BPH?

On fees, BPH is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SEMG or BPH?

BPH is cheaper with a 0.19% expense ratio, compared with 0.60% for SEMG.

Which ETF pays a higher dividend yield, SEMG or BPH?

BPH has the higher dividend yield at 0.55%, compared with 0.06% for SEMG.

What is the main difference between SEMG and BPH?

SEMG is categorized as Large Cap Growth Equities, while BPH is Energy Equities. They also come from different issuers: Suncoast and Precidian. Their fees differ too: 0.60% for SEMG and 0.19% for BPH.