SGRT vs. CHPX

Last updated Jul 14, 2026

SGRT (SMART Earnings Growth ETF) and CHPX (Global X AI Semiconductor & Quantum ETF) are both exchange-traded funds - SGRT is a Large Cap Growth Equities fund, while CHPX is a Semiconductors fund tracking the Global X AI Semiconductor & Quantum Index. SGRT is actively managed, while CHPX is passively managed. Their correlation of 0.85 suggests significant overlap in exposure. SGRT charges 0.59%/yr vs 0.50%/yr for CHPX.

Performance

SGRT vs. CHPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SMART Earnings Growth ETF (SGRT) and Global X AI Semiconductor & Quantum ETF (CHPX). 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 lower than CHPX's 73.85% return.

SGRT

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

CHPX

• 1D: -4.77%
• 1M: -5.97%
• 6M: 61.64%
• YTD: 73.85%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

SGRT vs. CHPX - Yearly Performance Comparison

	2026 (YTD)	2025
SGRT SMART Earnings Growth ETF	34.03%	6.36%
CHPX Global X AI Semiconductor & Quantum ETF	73.85%	6.91%

Correlation

The correlation between SGRT and CHPX is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Oct 1, 2025	0.85

Return for Risk

SGRT vs. CHPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SMART Earnings Growth ETF (SGRT) and Global X AI Semiconductor & Quantum ETF (CHPX). 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.

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

Drawdowns

SGRT vs. CHPX - Drawdown Comparison

The maximum SGRT drawdown since its inception was -17.87%, which is greater than CHPX's maximum drawdown of -15.15%. Use the drawdown chart below to compare losses from any high point for SGRT and CHPX.

Drawdown Indicators

	SGRT	CHPX	Difference
Max Drawdown Largest peak-to-trough decline	-17.87%	-15.15%	-2.72%
Current Drawdown Current decline from peak	-12.78%	-14.33%	+1.55%
Average Drawdown Average peak-to-trough decline	-3.52%	-4.35%	+0.83%

Volatility

Volatility by Period

	SGRT	CHPX	Difference
Volatility (1Y) Calculated over the trailing 1-year period	36.74%	43.72%	-6.98%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	36.74%	43.72%	-6.98%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	36.74%	43.72%	-6.98%

SGRT vs. CHPX - Expense Ratio Comparison

SGRT has a 0.59% expense ratio, which is higher than CHPX's 0.50% expense ratio.

Dividends

SGRT vs. CHPX - Dividend Comparison

SGRT's dividend yield for the trailing twelve months is around 0.12%, more than CHPX's 0.03% yield.

Position	TTM	2025
CHPX Global X AI Semiconductor & Quantum ETF	0.03%	0.06%
SGRT SMART Earnings Growth ETF	0.12%	0.16%

Frequently Asked Questions

Can I hold both SGRT and CHPX in my portfolio?

SGRT and CHPX have a correlation of 0.85, 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 CHPX?

On fees, CHPX is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SGRT or CHPX?

CHPX is cheaper with a 0.50% expense ratio, compared with 0.59% for SGRT.

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

SGRT has the higher dividend yield at 0.12%, compared with 0.03% for CHPX.

What is the main difference between SGRT and CHPX?

SGRT is categorized as Large Cap Growth Equities, while CHPX is Semiconductors. Their fees differ too: 0.59% for SGRT and 0.50% for CHPX.