SGRT vs. KEAT
SGRT (SMART Earnings Growth ETF) and KEAT (Keating Active ETF) are both exchange-traded funds - SGRT is a Large Cap Growth Equities fund, while KEAT is a Global Allocation fund actively managed by Keating. Both are actively managed. Their 0.26 correlation means their historical movements had little consistent relationship. SGRT charges 0.59%/yr vs 0.85%/yr for KEAT.
Performance
SGRT vs. KEAT - Performance Comparison
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Returns By Period
In the year-to-date period, SGRT achieves a 25.07% return, which is significantly higher than KEAT's 10.28% return.
SGRT
- 1D
- -0.19%
- 1M
- -7.04%
- 6M
- 20.49%
- YTD
- 25.07%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
KEAT
- 1D
- -0.02%
- 1M
- 4.95%
- 6M
- 3.71%
- YTD
- 10.28%
- 1Y
- 25.42%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 15.29%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $40.28K | $122.03K | $129.65K | |
| $998.46K | $1.36M | $2.23M |
SGRT vs. KEAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SGRT SMART Earnings Growth ETF | 25.07% | 26.83% |
KEAT Keating Active ETF | 10.28% | 10.11% |
Correlation
The correlation between SGRT and KEAT is 0.26, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 20, 2025 | 0.26 |
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Return for Risk
SGRT vs. KEAT — Risk / Return Rank
SGRT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
KEAT
SGRT vs. KEAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SMART Earnings Growth 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.
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 | KEAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.42 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.42 | — |
| Martin ratioReturn relative to average drawdown | — | 6.68 | — |
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Drawdowns
SGRT vs. KEAT - Drawdown Comparison
The maximum SGRT drawdown since its inception was -24.98%, which is greater than KEAT's maximum drawdown of -10.59%. 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 | -24.98% | -10.59% | -14.39% |
Max Drawdown (1Y)Largest decline over 1 year | — | -10.59% | — |
Current DrawdownCurrent decline from peak | -18.61% | -4.86% | -13.75% |
Average DrawdownAverage peak-to-trough decline | -4.25% | -1.99% | -2.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.83% | — |
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 | — | 2.45% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.88% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 38.93% | 10.87% | +28.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.93% | 10.37% | +28.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.93% | 10.37% | +28.56% |
SGRT vs. KEAT - Expense Ratio Comparison
SGRT has a 0.59% expense ratio, which is lower than KEAT's 0.85% expense ratio.
Dividends
SGRT vs. KEAT - Dividend Comparison
SGRT's dividend yield for the trailing twelve months is around 0.13%, less than KEAT's 2.51% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
KEAT Keating Active ETF | 2.51% | 2.48% | 1.72% |
SGRT SMART Earnings Growth ETF | 0.13% | 0.16% | 0.00% |
Frequently Asked Questions
SGRT and KEAT have a correlation of 0.26, 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 0.85% for KEAT.
KEAT has the higher dividend yield at 2.51%, compared with 0.13% for SGRT.
SGRT is categorized as Large Cap Growth Equities, while KEAT is Global Allocation. Their fees differ too: 0.59% for SGRT and 0.85% for KEAT.
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