SGRT vs. JEDI

Last updated Jun 14, 2026

SGRT (SMART Earnings Growth 30 ETF) and JEDI (Defiance Drone & Modern Warfare ETF) are both exchange-traded funds - SGRT is a Large Cap Growth Equities fund, while JEDI is a Aerospace & Defense fund tracking the BITA Drone & Modern Warfare Select Index. SGRT is actively managed, while JEDI is passively managed. At a 0.45 correlation, their price movements are largely independent. SGRT charges 0.59%/yr vs 0.69%/yr for JEDI.

Performance

SGRT vs. JEDI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SMART Earnings Growth 30 ETF (SGRT) and Defiance Drone & Modern Warfare ETF (JEDI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SGRT achieves a 44.22% return, which is significantly higher than JEDI's 30.94% return.

SGRT

• 1D: 2.15%
• 1M: 2.76%
• YTD: 44.22%
• 6M: 48.13%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

JEDI

• 1D: -6.91%
• 1M: 2.81%
• YTD: 30.94%
• 6M: 32.92%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

SGRT vs. JEDI - Yearly Performance Comparison

	2026 (YTD)	2025
SGRT SMART Earnings Growth 30 ETF	44.22%	9.35%
JEDI Defiance Drone & Modern Warfare ETF	30.94%	-3.42%

Correlation

The correlation between SGRT and JEDI is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Sep 26, 2025	0.45

Return for Risk

SGRT vs. JEDI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SMART Earnings Growth 30 ETF (SGRT) and Defiance Drone & Modern Warfare ETF (JEDI). 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. JEDI - Drawdown Comparison

The maximum SGRT drawdown since its inception was -17.87%, smaller than the maximum JEDI drawdown of -26.33%. Use the drawdown chart below to compare losses from any high point for SGRT and JEDI.

Drawdown Indicators

	SGRT	JEDI	Difference
Max Drawdown Largest peak-to-trough decline	-17.87%	-26.33%	+8.46%
Current Drawdown Current decline from peak	-4.78%	-25.08%	+20.30%
Average Drawdown Average peak-to-trough decline	-3.24%	-9.54%	+6.30%

Volatility

Volatility by Period

	SGRT	JEDI	Difference
Volatility (1Y) Calculated over the trailing 1-year period	34.85%	51.56%	-16.71%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	34.85%	51.56%	-16.71%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	34.85%	51.56%	-16.71%

SGRT vs. JEDI - Expense Ratio Comparison

SGRT has a 0.59% expense ratio, which is lower than JEDI's 0.69% expense ratio.

Dividends

SGRT vs. JEDI - Dividend Comparison

SGRT's dividend yield for the trailing twelve months is around 0.11%, while JEDI has not paid dividends to shareholders.

Position	TTM	2025
JEDI Defiance Drone & Modern Warfare ETF	0.00%	0.00%
SGRT SMART Earnings Growth 30 ETF	0.11%	0.16%

Frequently Asked Questions

Can I hold both SGRT and JEDI in my portfolio?

SGRT and JEDI have a correlation of 0.45, 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 JEDI?

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.

Which ETF is cheaper, SGRT or JEDI?

SGRT is cheaper with a 0.59% expense ratio, compared with 0.69% for JEDI.

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

SGRT has the higher dividend yield at 0.11%, compared with 0.00% for JEDI.

What is the main difference between SGRT and JEDI?

SGRT is categorized as Large Cap Growth Equities, while JEDI is Aerospace & Defense. Their fees differ too: 0.59% for SGRT and 0.69% for JEDI.