SGRT vs. MEMX
Compare and contrast key facts about SMART Earnings Growth 30 ETF (SGRT) and Matthews Emerging Markets Ex China Active ETF (MEMX).
SGRT and MEMX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MEMX is an actively managed fund by Matthews. It was launched on Jan 10, 2023.
Performance
SGRT vs. MEMX - Performance Comparison
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SGRT vs. MEMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SGRT SMART Earnings Growth 30 ETF | 6.68% | 25.25% |
MEMX Matthews Emerging Markets Ex China Active ETF | 6.51% | 18.70% |
Returns By Period
The year-to-date returns for both stocks are quite close, with SGRT having a 6.68% return and MEMX slightly lower at 6.51%.
SGRT
- 1D
- 4.18%
- 1M
- -8.35%
- YTD
- 6.68%
- 6M
- 13.46%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MEMX
- 1D
- 4.04%
- 1M
- -11.05%
- YTD
- 6.51%
- 6M
- 20.33%
- 1Y
- 49.85%
- 3Y*
- 19.55%
- 5Y*
- —
- 10Y*
- —
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SGRT vs. MEMX - Expense Ratio Comparison
SGRT has a 0.59% expense ratio, which is lower than MEMX's 0.79% expense ratio.
Return for Risk
SGRT vs. MEMX — Risk / Return Rank
SGRT
MEMX
SGRT vs. MEMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SMART Earnings Growth 30 ETF (SGRT) and Matthews Emerging Markets Ex China Active ETF (MEMX). 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 | MEMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.46 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.89 | 1.11 | +0.78 |
Correlation
The correlation between SGRT and MEMX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SGRT vs. MEMX - Dividend Comparison
SGRT's dividend yield for the trailing twelve months is around 0.15%, less than MEMX's 4.58% yield.
| TTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
SGRT SMART Earnings Growth 30 ETF | 0.15% | 0.16% | 0.00% | 0.00% |
MEMX Matthews Emerging Markets Ex China Active ETF | 4.58% | 4.88% | 0.99% | 1.13% |
Drawdowns
SGRT vs. MEMX - Drawdown Comparison
The maximum SGRT drawdown since its inception was -17.87%, smaller than the maximum MEMX drawdown of -19.27%. Use the drawdown chart below to compare losses from any high point for SGRT and MEMX.
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Drawdown Indicators
| SGRT | MEMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.87% | -19.27% | +1.40% |
Max Drawdown (1Y)Largest decline over 1 year | — | -14.70% | — |
Current DrawdownCurrent decline from peak | -9.53% | -11.25% | +1.72% |
Average DrawdownAverage peak-to-trough decline | -3.50% | -3.53% | +0.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.50% | — |
Volatility
SGRT vs. MEMX - Volatility Comparison
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Volatility by Period
| SGRT | MEMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 11.60% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 16.22% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 32.55% | 20.39% | +12.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.55% | 16.07% | +16.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.55% | 16.07% | +16.48% |