SGRT vs. GQGU
SGRT (SMART Earnings Growth ETF) and GQGU (GQG US Equity ETF) are both Large Cap Growth Equities funds. Both are actively managed. At a correlation of -0.32, they often move in opposite directions. SGRT charges 0.59%/yr vs 0.49%/yr for GQGU.
Performance
SGRT vs. GQGU - Performance Comparison
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Returns By Period
In the year-to-date period, SGRT achieves a 34.03% return, which is significantly higher than GQGU's 6.11% return.
SGRT
- 1D
- -3.68%
- 1M
- -7.07%
- 6M
- 27.60%
- YTD
- 34.03%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
GQGU
- 1D
- 0.29%
- 1M
- -0.27%
- 6M
- 6.11%
- YTD
- 6.11%
- 1Y
- 4.92%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SGRT vs. GQGU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SGRT SMART Earnings Growth ETF | 34.03% | 26.83% |
GQGU GQG US Equity ETF | 6.11% | -2.56% |
Correlation
The correlation between SGRT and GQGU is -0.32, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 20, 2025 | -0.32 |
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Return for Risk
SGRT vs. GQGU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SMART Earnings Growth ETF (SGRT) and GQG US Equity ETF (GQGU). 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.
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Drawdowns
SGRT vs. GQGU - Drawdown Comparison
The maximum SGRT drawdown since its inception was -17.87%, which is greater than GQGU's maximum drawdown of -8.41%. Use the drawdown chart below to compare losses from any high point for SGRT and GQGU.
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Drawdown Indicators
| SGRT | GQGU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.87% | -8.41% | -9.46% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.41% | — |
Current DrawdownCurrent decline from peak | -12.78% | -5.09% | -7.69% |
Average DrawdownAverage peak-to-trough decline | -3.52% | -2.88% | -0.64% |
Volatility
SGRT vs. GQGU - Volatility Comparison
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Volatility by Period
| SGRT | GQGU | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 36.74% | 10.74% | +26.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.74% | 10.74% | +26.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.74% | 10.74% | +26.00% |
SGRT vs. GQGU - Expense Ratio Comparison
SGRT has a 0.59% expense ratio, which is higher than GQGU's 0.49% expense ratio.
Dividends
SGRT vs. GQGU - Dividend Comparison
SGRT's dividend yield for the trailing twelve months is around 0.12%, less than GQGU's 0.96% yield.
| Position | TTM | 2025 |
|---|---|---|
GQGU GQG US Equity ETF | 0.96% | 1.02% |
SGRT SMART Earnings Growth ETF | 0.12% | 0.16% |
Frequently Asked Questions
SGRT and GQGU have a correlation of -0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, GQGU is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.
GQGU is cheaper with a 0.49% expense ratio, compared with 0.59% for SGRT.
GQGU has the higher dividend yield at 0.96%, compared with 0.12% for SGRT.
Their fees differ too: 0.59% for SGRT and 0.49% for GQGU.
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