SGRT vs. IUSG
SGRT (SMART Earnings Growth 30 ETF) and IUSG (iShares Core S&P U.S. Growth ETF) are both Large Cap Growth Equities funds. SGRT is actively managed, while IUSG is passively managed. A 0.74 correlation means they provide meaningful diversification when combined. SGRT charges 0.59%/yr vs 0.04%/yr for IUSG.
Performance
SGRT vs. IUSG - Performance Comparison
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Returns By Period
In the year-to-date period, SGRT achieves a 53.66% return, which is significantly higher than IUSG's 11.77% return.
SGRT
- 1D
- 2.84%
- 1M
- 9.93%
- YTD
- 53.66%
- 6M
- 49.85%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IUSG
- 1D
- -0.75%
- 1M
- 0.47%
- YTD
- 11.77%
- 6M
- 11.28%
- 1Y
- 31.51%
- 3Y*
- 25.98%
- 5Y*
- 14.44%
- 10Y*
- 18.05%
SGRT vs. IUSG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SGRT SMART Earnings Growth 30 ETF | 53.66% | 26.83% |
IUSG iShares Core S&P U.S. Growth ETF | 11.77% | 8.11% |
Correlation
The correlation between SGRT and IUSG is 0.74, 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 | 0.74 |
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Return for Risk
SGRT vs. IUSG — Risk / Return Rank
SGRT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IUSG
SGRT vs. IUSG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SMART Earnings Growth 30 ETF (SGRT) and iShares Core S&P U.S. Growth ETF (IUSG). 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 | IUSG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.33 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.42 | — |
| Martin ratioReturn relative to average drawdown | — | 9.93 | — |
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Drawdowns
SGRT vs. IUSG - Drawdown Comparison
The maximum SGRT drawdown since its inception was -17.87%, smaller than the maximum IUSG drawdown of -63.41%. Use the drawdown chart below to compare losses from any high point for SGRT and IUSG.
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Drawdown Indicators
| SGRT | IUSG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.87% | -63.41% | +45.54% |
Max Drawdown (1Y)Largest decline over 1 year | — | -13.07% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -22.28% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -32.21% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.35% | — |
Current DrawdownCurrent decline from peak | 0.00% | -2.99% | +2.99% |
Average DrawdownAverage peak-to-trough decline | -3.20% | -21.40% | +18.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.18% | — |
Volatility
SGRT vs. IUSG - Volatility Comparison
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Volatility by Period
| SGRT | IUSG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 6.76% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 13.49% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 34.90% | 16.78% | +18.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.90% | 21.03% | +13.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.90% | 20.50% | +14.40% |
SGRT vs. IUSG - Expense Ratio Comparison
SGRT has a 0.59% expense ratio, which is higher than IUSG's 0.04% expense ratio.
Dividends
SGRT vs. IUSG - Dividend Comparison
SGRT's dividend yield for the trailing twelve months is around 0.10%, less than IUSG's 0.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSG iShares Core S&P U.S. Growth ETF | 0.49% | 0.53% | 0.59% | 1.12% | 1.07% | 0.59% | 0.93% | 1.64% | 1.32% | 1.28% | 1.48% | 1.29% |
SGRT SMART Earnings Growth 30 ETF | 0.10% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SGRT and IUSG have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSG is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSG is cheaper with a 0.04% expense ratio, compared with 0.59% for SGRT.
IUSG has the higher dividend yield at 0.49%, compared with 0.10% for SGRT.
Their fees differ too: 0.59% for SGRT and 0.04% for IUSG.
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