SGRT vs. BBUS

Last updated Jul 14, 2026

SGRT (SMART Earnings Growth ETF) and BBUS (JPMorgan BetaBuilders U.S. Equity ETF) are both exchange-traded funds - SGRT is a Large Cap Growth Equities fund, while BBUS is a Large Cap Blend Equities fund tracking the Morningstar US Target Market Exposure Index. SGRT is actively managed, while BBUS is passively managed. A 0.71 correlation means they provide meaningful diversification when combined. SGRT charges 0.59%/yr vs 0.02%/yr for BBUS.

Performance

SGRT vs. BBUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SMART Earnings Growth ETF (SGRT) and JPMorgan BetaBuilders U.S. Equity ETF (BBUS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SGRT achieves a 34.03% return, which is significantly higher than BBUS's 10.07% return.

SGRT

• 1D: -3.68%
• 1M: -7.07%
• 6M: 27.60%
• YTD: 34.03%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BBUS

• 1D: -0.78%
• 1M: 1.32%
• 6M: 7.98%
• YTD: 10.07%
• 1Y: 20.96%
• 3Y*: 20.14%
• 5Y*: 12.52%
• 10Y*: —

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

SGRT vs. BBUS - Yearly Performance Comparison

	2026 (YTD)	2025
SGRT SMART Earnings Growth ETF	34.03%	26.83%
BBUS JPMorgan BetaBuilders U.S. Equity ETF	10.07%	7.14%

Correlation

The correlation between SGRT and BBUS is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Aug 20, 2025	0.71

Return for Risk

SGRT vs. BBUS — Risk / Return Rank

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

SGRT

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

BBUS

BBUS Risk / Return Rank: 63
BBUS Sharpe Ratio Rank: 64
BBUS Sortino Ratio Rank: 63
BBUS Omega Ratio Rank: 63
BBUS Calmar Ratio Rank: 57
BBUS Martin Ratio Rank: 68

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.

SGRT vs. BBUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SMART Earnings Growth ETF (SGRT) and JPMorgan BetaBuilders U.S. Equity ETF (BBUS). 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.

	SGRT	BBUS	Difference
Sharpe ratio: Return per unit of total volatility	—	1.67	—
Sortino ratio: Return per unit of downside risk	—	2.31	—
Omega ratio: Gain probability vs. loss probability	—	1.30	—
Calmar ratio: Return relative to maximum drawdown	—	2.29	—
Martin ratio: Return relative to average drawdown	—	9.85	—

Drawdowns

SGRT vs. BBUS - Drawdown Comparison

The maximum SGRT drawdown since its inception was -17.87%, smaller than the maximum BBUS drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for SGRT and BBUS.

Drawdown Indicators

	SGRT	BBUS	Difference
Max Drawdown Largest peak-to-trough decline	-17.87%	-35.35%	+17.48%
Max Drawdown (1Y) Largest decline over 1 year	—	-9.21%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-19.01%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.46%	—
Current Drawdown Current decline from peak	-12.78%	-1.22%	-11.56%
Average Drawdown Average peak-to-trough decline	-3.52%	-5.41%	+1.89%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.13%	—

Volatility

Volatility by Period

	SGRT	BBUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.10%	—
Volatility (6M) Calculated over the trailing 6-month period	—	10.02%	—
Volatility (1Y) Calculated over the trailing 1-year period	36.74%	12.60%	+24.14%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	36.74%	17.15%	+19.59%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	36.74%	19.54%	+17.20%

SGRT vs. BBUS - Expense Ratio Comparison

SGRT has a 0.59% expense ratio, which is higher than BBUS's 0.02% expense ratio.

Dividends

SGRT vs. BBUS - Dividend Comparison

SGRT's dividend yield for the trailing twelve months is around 0.12%, less than BBUS's 1.01% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
BBUS JPMorgan BetaBuilders U.S. Equity ETF	1.01%	1.07%	1.21%	1.38%	1.57%	1.11%	1.43%	1.37%
SGRT SMART Earnings Growth ETF	0.12%	0.16%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both SGRT and BBUS in my portfolio?

SGRT and BBUS have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SGRT or BBUS?

On fees, BBUS is cheaper at 0.02% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SGRT or BBUS?

BBUS is cheaper with a 0.02% expense ratio, compared with 0.59% for SGRT.

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

BBUS has the higher dividend yield at 1.01%, compared with 0.12% for SGRT.

What is the main difference between SGRT and BBUS?

SGRT is categorized as Large Cap Growth Equities, while BBUS is Large Cap Blend Equities. Their fees differ too: 0.59% for SGRT and 0.02% for BBUS.