SGRT vs. FMTM
SGRT (SMART Earnings Growth ETF) and FMTM (MarketDesk Focused U.S. Momentum ETF) are both exchange-traded funds - SGRT is a Large Cap Growth Equities fund, while FMTM is a Momentum fund. Both are actively managed. Their correlation of 0.86 means they have usually moved in the same direction. SGRT charges 0.59%/yr vs 0.45%/yr for FMTM.
Performance
SGRT vs. FMTM - Performance Comparison
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Returns By Period
In the year-to-date period, SGRT achieves a 25.07% return, which is significantly higher than FMTM's 19.49% return.
SGRT
- 1D
- -0.19%
- 1M
- -7.04%
- 6M
- 20.49%
- YTD
- 25.07%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
FMTM
- 1D
- 1.16%
- 1M
- -5.35%
- 6M
- 9.00%
- YTD
- 19.49%
- 1Y
- 43.74%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 36.73%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $7.27M | $8.73M | $9.00M | |
| $998.46K | $1.36M | $2.23M |
SGRT vs. FMTM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SGRT SMART Earnings Growth ETF | 25.07% | 26.83% |
FMTM MarketDesk Focused U.S. Momentum ETF | 19.49% | 19.66% |
Correlation
The correlation between SGRT and FMTM is 0.86, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 20, 2025 | 0.86 |
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Return for Risk
SGRT vs. FMTM — Risk / Return Rank
SGRT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
FMTM
SGRT vs. FMTM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SMART Earnings Growth ETF (SGRT) and MarketDesk Focused U.S. Momentum ETF (FMTM). 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 | FMTM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.27 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.73 | — |
| Martin ratioReturn relative to average drawdown | — | 9.51 | — |
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Drawdowns
SGRT vs. FMTM - Drawdown Comparison
The maximum SGRT drawdown since its inception was -24.98%, which is greater than FMTM's maximum drawdown of -15.40%. Use the drawdown chart below to compare losses from any high point for SGRT and FMTM.
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Drawdown Indicators
| SGRT | FMTM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.98% | -15.40% | -9.58% |
Max Drawdown (1Y)Largest decline over 1 year | — | -15.40% | — |
Current DrawdownCurrent decline from peak | -18.61% | -12.01% | -6.60% |
Average DrawdownAverage peak-to-trough decline | -4.25% | -2.42% | -1.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 4.42% | — |
Volatility
SGRT vs. FMTM - Volatility Comparison
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Volatility by Period
| SGRT | FMTM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 9.67% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 21.17% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 38.93% | 26.61% | +12.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.93% | 24.76% | +14.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.93% | 24.76% | +14.17% |
SGRT vs. FMTM - Expense Ratio Comparison
SGRT has a 0.59% expense ratio, which is higher than FMTM's 0.45% expense ratio.
Dividends
SGRT vs. FMTM - Dividend Comparison
SGRT's dividend yield for the trailing twelve months is around 0.13%, less than FMTM's 0.25% yield.
| Position | TTM | 2025 |
|---|---|---|
FMTM MarketDesk Focused U.S. Momentum ETF | 0.25% | 0.30% |
SGRT SMART Earnings Growth ETF | 0.13% | 0.16% |
Frequently Asked Questions
SGRT and FMTM have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, FMTM is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.
FMTM is cheaper with a 0.45% expense ratio, compared with 0.59% for SGRT.
FMTM has the higher dividend yield at 0.25%, compared with 0.13% for SGRT.
SGRT is categorized as Large Cap Growth Equities, while FMTM is Momentum. Their fees differ too: 0.59% for SGRT and 0.45% for FMTM.
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