SGRT vs. GDMA
SGRT (SMART Earnings Growth ETF) and GDMA (Gadsden Dynamic Multi-Asset ETF) are both exchange-traded funds - SGRT is a Large Cap Growth Equities fund, while GDMA is a Hedge Fund fund actively managed by Gadsden. Both are actively managed. A 0.68 correlation means they provide meaningful diversification when combined. SGRT charges 0.59%/yr vs 0.77%/yr for GDMA.
Performance
SGRT vs. GDMA - Performance Comparison
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Returns By Period
In the year-to-date period, SGRT achieves a 39.14% return, which is significantly higher than GDMA's 8.48% return.
SGRT
- 1D
- -0.74%
- 1M
- -3.52%
- 6M
- 33.90%
- YTD
- 39.14%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
GDMA
- 1D
- -0.17%
- 1M
- -0.58%
- 6M
- 4.06%
- YTD
- 8.48%
- 1Y
- 22.62%
- 3Y*
- 15.78%
- 5Y*
- 7.95%
- 10Y*
- —
SGRT vs. GDMA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SGRT SMART Earnings Growth ETF | 39.14% | 26.83% |
GDMA Gadsden Dynamic Multi-Asset ETF | 8.48% | 10.74% |
Correlation
The correlation between SGRT and GDMA is 0.68, 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 | 0.68 |
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Return for Risk
SGRT vs. GDMA — Risk / Return Rank
SGRT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
GDMA
SGRT vs. GDMA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SMART Earnings Growth ETF (SGRT) and Gadsden Dynamic Multi-Asset ETF (GDMA). 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 | GDMA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.28 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.09 | — |
| Martin ratioReturn relative to average drawdown | — | 7.76 | — |
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Drawdowns
SGRT vs. GDMA - Drawdown Comparison
The maximum SGRT drawdown since its inception was -17.87%, which is greater than GDMA's maximum drawdown of -16.66%. Use the drawdown chart below to compare losses from any high point for SGRT and GDMA.
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Drawdown Indicators
| SGRT | GDMA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.87% | -16.66% | -1.21% |
Max Drawdown (1Y)Largest decline over 1 year | — | -7.53% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -7.53% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -12.74% | — |
Current DrawdownCurrent decline from peak | -9.45% | -5.03% | -4.42% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -3.78% | +0.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.99% | — |
Volatility
SGRT vs. GDMA - Volatility Comparison
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Volatility by Period
| SGRT | GDMA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 8.01% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 13.30% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 36.58% | 15.75% | +20.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.58% | 10.34% | +26.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.58% | 11.41% | +25.17% |
SGRT vs. GDMA - Expense Ratio Comparison
SGRT has a 0.59% expense ratio, which is lower than GDMA's 0.77% expense ratio.
Dividends
SGRT vs. GDMA - Dividend Comparison
SGRT's dividend yield for the trailing twelve months is around 0.11%, less than GDMA's 2.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
GDMA Gadsden Dynamic Multi-Asset ETF | 2.57% | 2.79% | 2.32% | 4.14% | 1.18% | 2.10% | 0.62% | 3.17% |
SGRT SMART Earnings Growth ETF | 0.11% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SGRT and GDMA have a correlation of 0.68, 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 0.77% for GDMA.
GDMA has the higher dividend yield at 2.57%, compared with 0.11% for SGRT.
SGRT is categorized as Large Cap Growth Equities, while GDMA is Hedge Fund. Their fees differ too: 0.59% for SGRT and 0.77% for GDMA.
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