SEMG vs. SGRT
SEMG (Suncoast Select Growth ETF) and SGRT (SMART Earnings Growth ETF) are both Large Cap Growth Equities funds. Both are actively managed. At a 0.41 correlation, their price movements are largely independent. SEMG charges 0.60%/yr vs 0.59%/yr for SGRT.
Performance
SEMG vs. SGRT - Performance Comparison
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Returns By Period
In the year-to-date period, SEMG achieves a -0.69% return, which is significantly lower than SGRT's 26.55% return.
SEMG
- 1D
- -0.29%
- 1M
- 2.41%
- 6M
- 1.30%
- YTD
- -0.69%
- 1Y
- 3.24%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SGRT
- 1D
- -0.22%
- 1M
- -13.95%
- 6M
- 18.85%
- YTD
- 26.55%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SEMG vs. SGRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SEMG Suncoast Select Growth ETF | -0.69% | 4.20% |
SGRT SMART Earnings Growth ETF | 26.55% | 26.83% |
Correlation
The correlation between SEMG and SGRT is 0.41, 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 20, 2025 | 0.41 |
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Return for Risk
SEMG vs. SGRT — Risk / Return Rank
SEMG
SGRT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SEMG vs. SGRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Suncoast Select Growth ETF (SEMG) 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.
| SEMG | SGRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.05 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.21 | — | — |
| Martin ratioReturn relative to average drawdown | 0.63 | — | — |
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Drawdowns
SEMG vs. SGRT - Drawdown Comparison
The maximum SEMG drawdown since its inception was -15.80%, smaller than the maximum SGRT drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for SEMG and SGRT.
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Drawdown Indicators
| SEMG | SGRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.80% | -17.87% | +2.07% |
Max Drawdown (1Y)Largest decline over 1 year | -15.80% | — | — |
Current DrawdownCurrent decline from peak | -1.68% | -17.64% | +15.96% |
Average DrawdownAverage peak-to-trough decline | -3.44% | -3.72% | +0.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.15% | — | — |
Volatility
SEMG vs. SGRT - Volatility Comparison
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Volatility by Period
| SEMG | SGRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.65% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 10.43% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.26% | 36.97% | -23.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.07% | 36.97% | -23.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.07% | 36.97% | -23.90% |
SEMG vs. SGRT - Expense Ratio Comparison
SEMG has a 0.60% expense ratio, which is higher than SGRT's 0.59% expense ratio.
Dividends
SEMG vs. SGRT - Dividend Comparison
SEMG's dividend yield for the trailing twelve months is around 0.05%, less than SGRT's 0.13% yield.
| Position | TTM | 2025 |
|---|---|---|
SEMG Suncoast Select Growth ETF | 0.05% | 0.05% |
SGRT SMART Earnings Growth ETF | 0.13% | 0.16% |
Frequently Asked Questions
SEMG and SGRT have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SGRT is cheaper at 0.59% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SGRT is cheaper with a 0.59% expense ratio, compared with 0.60% for SEMG.
SGRT has the higher dividend yield at 0.13%, compared with 0.05% for SEMG.
Their fees differ too: 0.60% for SEMG and 0.59% for SGRT.
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