SGRT vs. LVHD
SGRT (SMART Earnings Growth ETF) and LVHD (Franklin U.S. Low Volatility High Dividend Index ETF) are both exchange-traded funds - SGRT is a Large Cap Growth Equities fund, while LVHD is a Dividend fund tracking the Franklin U.S. Low Volatility High Dividend Index. SGRT is actively managed, while LVHD is passively managed. Their -0.16 correlation means they have often moved in opposite directions in the past. SGRT charges 0.59%/yr vs 0.27%/yr for LVHD.
Performance
SGRT vs. LVHD - 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 LVHD's 13.58% return.
SGRT
- 1D
- -0.19%
- 1M
- -7.04%
- 6M
- 20.49%
- YTD
- 25.07%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
LVHD
- 1D
- -0.11%
- 1M
- -0.55%
- 6M
- 7.65%
- YTD
- 13.58%
- 1Y
- 14.84%
- 3Y*
- 9.83%
- 5Y*
- 7.39%
- 10Y*
- 8.26%
- ALL TIME*
- 9.16%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.24M | $2.50M | $2.89M | |
| $998.46K | $1.36M | $2.23M |
SGRT vs. LVHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SGRT SMART Earnings Growth ETF | 25.07% | 26.83% |
LVHD Franklin U.S. Low Volatility High Dividend Index ETF | 13.58% | -0.87% |
Correlation
The correlation between SGRT and LVHD is -0.16, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 20, 2025 | -0.16 |
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Return for Risk
SGRT vs. LVHD — Risk / Return Rank
SGRT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
LVHD
SGRT vs. LVHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SMART Earnings Growth ETF (SGRT) and Franklin U.S. Low Volatility High Dividend Index ETF (LVHD). 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 | LVHD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.25 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.41 | — |
| Martin ratioReturn relative to average drawdown | — | 5.96 | — |
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Drawdowns
SGRT vs. LVHD - Drawdown Comparison
The maximum SGRT drawdown since its inception was -24.98%, smaller than the maximum LVHD drawdown of -37.32%. Use the drawdown chart below to compare losses from any high point for SGRT and LVHD.
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Drawdown Indicators
| SGRT | LVHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.98% | -37.32% | +12.34% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.17% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -11.94% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.75% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.32% | — |
Current DrawdownCurrent decline from peak | -18.61% | -2.12% | -16.49% |
Average DrawdownAverage peak-to-trough decline | -4.25% | -4.00% | -0.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.49% | — |
Volatility
SGRT vs. LVHD - Volatility Comparison
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Volatility by Period
| SGRT | LVHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.75% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.37% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 38.93% | 10.54% | +28.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.93% | 13.05% | +25.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.93% | 15.57% | +23.36% |
SGRT vs. LVHD - Expense Ratio Comparison
SGRT has a 0.59% expense ratio, which is higher than LVHD's 0.27% expense ratio.
Dividends
SGRT vs. LVHD - Dividend Comparison
SGRT's dividend yield for the trailing twelve months is around 0.13%, less than LVHD's 3.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
LVHD Franklin U.S. Low Volatility High Dividend Index ETF | 3.20% | 3.35% | 4.23% | 3.55% | 3.30% | 2.56% | 3.27% | 3.30% | 3.82% | 3.33% | 2.48% |
SGRT SMART Earnings Growth ETF | 0.13% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SGRT and LVHD have a correlation of -0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LVHD is cheaper at 0.27% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LVHD is cheaper with a 0.27% expense ratio, compared with 0.59% for SGRT.
LVHD has the higher dividend yield at 3.20%, compared with 0.13% for SGRT.
SGRT is categorized as Large Cap Growth Equities, while LVHD is Dividend. Their fees differ too: 0.59% for SGRT and 0.27% for LVHD.
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