SGRT vs. KEAT
Compare and contrast key facts about SMART Earnings Growth 30 ETF (SGRT) and Keating Active ETF (KEAT).
SGRT and KEAT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. KEAT is an actively managed fund by Keating. It was launched on Mar 27, 2024.
Performance
SGRT vs. KEAT - Performance Comparison
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SGRT vs. KEAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SGRT SMART Earnings Growth 30 ETF | 9.56% | 25.25% |
KEAT Keating Active ETF | 11.91% | 8.93% |
Returns By Period
In the year-to-date period, SGRT achieves a 9.56% return, which is significantly lower than KEAT's 11.91% return.
SGRT
- 1D
- 2.70%
- 1M
- -6.90%
- YTD
- 9.56%
- 6M
- 15.63%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
KEAT
- 1D
- -0.19%
- 1M
- -3.46%
- YTD
- 11.91%
- 6M
- 15.74%
- 1Y
- 29.93%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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SGRT vs. KEAT - Expense Ratio Comparison
SGRT has a 0.59% expense ratio, which is lower than KEAT's 0.85% expense ratio.
Return for Risk
SGRT vs. KEAT — Risk / Return Rank
SGRT
KEAT
SGRT vs. KEAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SMART Earnings Growth 30 ETF (SGRT) and Keating Active ETF (KEAT). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| SGRT | KEAT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.49 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.09 | 1.79 | +0.29 |
Correlation
The correlation between SGRT and KEAT is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SGRT vs. KEAT - Dividend Comparison
SGRT's dividend yield for the trailing twelve months is around 0.15%, less than KEAT's 2.37% yield.
| TTM | 2025 | 2024 | |
|---|---|---|---|
SGRT SMART Earnings Growth 30 ETF | 0.15% | 0.16% | 0.00% |
KEAT Keating Active ETF | 2.37% | 2.48% | 1.72% |
Drawdowns
SGRT vs. KEAT - Drawdown Comparison
The maximum SGRT drawdown since its inception was -17.87%, which is greater than KEAT's maximum drawdown of -7.45%. Use the drawdown chart below to compare losses from any high point for SGRT and KEAT.
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Drawdown Indicators
| SGRT | KEAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.87% | -7.45% | -10.42% |
Max Drawdown (1Y)Largest decline over 1 year | — | -7.38% | — |
Current DrawdownCurrent decline from peak | -7.09% | -3.46% | -3.63% |
Average DrawdownAverage peak-to-trough decline | -3.52% | -1.38% | -2.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.77% | — |
Volatility
SGRT vs. KEAT - Volatility Comparison
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Volatility by Period
| SGRT | KEAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.97% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.67% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 32.60% | 12.06% | +20.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.60% | 10.39% | +22.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.60% | 10.39% | +22.21% |