SGRT vs. BBHL

Last updated Apr 3, 2026

Compare and contrast key facts about SMART Earnings Growth 30 ETF (SGRT) and BBH Select Large Cap ETF (BBHL).

SGRT and BBHL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBHL is a passively managed fund by BBH that tracks the performance of the Actively Managed. It was launched on Sep 9, 2019.

Performance

SGRT vs. BBHL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SMART Earnings Growth 30 ETF (SGRT) and BBH Select Large Cap ETF (BBHL). The values are adjusted to include any dividend payments, if applicable.

SGRT vs. BBHL - Yearly Performance Comparison

	2026 (YTD)	2025
SGRT SMART Earnings Growth 30 ETF	10.60%	7.58%
BBHL BBH Select Large Cap ETF	-6.30%	2.72%

Returns By Period

In the year-to-date period, SGRT achieves a 10.60% return, which is significantly higher than BBHL's -6.30% return.

SGRT

• 1D: 0.95%
• 1M: -1.67%
• YTD: 10.60%
• 6M: 16.18%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BBHL

• 1D: 0.23%
• 1M: -4.04%
• YTD: -6.30%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

SGRT vs. BBHL - Expense Ratio Comparison

SGRT has a 0.59% expense ratio, which is lower than BBHL's 0.71% expense ratio.

BBHL

BBH Select Large Cap ETF

SGRT

SMART Earnings Growth 30 ETF

Return for Risk

SGRT vs. BBHL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SMART Earnings Growth 30 ETF (SGRT) and BBH Select Large Cap ETF (BBHL). 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

	SGRT	BBHL	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	2.16	-0.76	+2.92

Correlation

The correlation between SGRT and BBHL is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

SGRT vs. BBHL - Dividend Comparison

SGRT's dividend yield for the trailing twelve months is around 0.14%, while BBHL has not paid dividends to shareholders.

	TTM	2025
SGRT SMART Earnings Growth 30 ETF	0.14%	0.16%
BBHL BBH Select Large Cap ETF	0.00%	0.00%

Drawdowns

SGRT vs. BBHL - Drawdown Comparison

The maximum SGRT drawdown since its inception was -17.87%, which is greater than BBHL's maximum drawdown of -11.99%. Use the drawdown chart below to compare losses from any high point for SGRT and BBHL.

Drawdown Indicators

	SGRT	BBHL	Difference
Max Drawdown Largest peak-to-trough decline	-17.87%	-11.99%	-5.88%
Current Drawdown Current decline from peak	-6.21%	-9.20%	+2.99%
Average Drawdown Average peak-to-trough decline	-3.54%	-3.48%	-0.06%

Volatility

Volatility by Period

	SGRT	BBHL	Difference
Volatility (1Y) Calculated over the trailing 1-year period	32.51%	12.98%	+19.53%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	32.51%	12.98%	+19.53%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	32.51%	12.98%	+19.53%