SGRT vs. QDSIX
Compare and contrast key facts about SMART Earnings Growth 30 ETF (SGRT) and AQR Diversifying Strategies Fund (QDSIX).
QDSIX is managed by AQR Funds. It was launched on Jun 7, 2020.
Performance
SGRT vs. QDSIX - Performance Comparison
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SGRT vs. QDSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SGRT SMART Earnings Growth 30 ETF | 6.68% | 25.25% |
QDSIX AQR Diversifying Strategies Fund | 2.86% | 6.18% |
Returns By Period
In the year-to-date period, SGRT achieves a 6.68% return, which is significantly higher than QDSIX's 2.86% return.
SGRT
- 1D
- 4.18%
- 1M
- -8.35%
- YTD
- 6.68%
- 6M
- 13.46%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
QDSIX
- 1D
- 0.21%
- 1M
- -1.30%
- YTD
- 2.86%
- 6M
- 5.69%
- 1Y
- 12.12%
- 3Y*
- 12.66%
- 5Y*
- 11.13%
- 10Y*
- —
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SGRT vs. QDSIX - Expense Ratio Comparison
SGRT has a 0.59% expense ratio, which is higher than QDSIX's 0.20% expense ratio.
Return for Risk
SGRT vs. QDSIX — Risk / Return Rank
SGRT
QDSIX
SGRT vs. QDSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SMART Earnings Growth 30 ETF (SGRT) and AQR Diversifying Strategies Fund (QDSIX). 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 | QDSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.96 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.46 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.89 | 1.61 | +0.27 |
Correlation
The correlation between SGRT and QDSIX is 0.49, 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. QDSIX - Dividend Comparison
SGRT's dividend yield for the trailing twelve months is around 0.15%, less than QDSIX's 2.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SGRT SMART Earnings Growth 30 ETF | 0.15% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
QDSIX AQR Diversifying Strategies Fund | 2.17% | 2.23% | 0.00% | 11.35% | 8.22% | 6.07% | 1.93% |
Drawdowns
SGRT vs. QDSIX - Drawdown Comparison
The maximum SGRT drawdown since its inception was -17.87%, which is greater than QDSIX's maximum drawdown of -7.06%. Use the drawdown chart below to compare losses from any high point for SGRT and QDSIX.
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Drawdown Indicators
| SGRT | QDSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.87% | -7.06% | -10.81% |
Max Drawdown (1Y)Largest decline over 1 year | — | -5.53% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -7.06% | — |
Current DrawdownCurrent decline from peak | -9.53% | -1.30% | -8.23% |
Average DrawdownAverage peak-to-trough decline | -3.50% | -1.48% | -2.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.28% | — |
Volatility
SGRT vs. QDSIX - Volatility Comparison
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Volatility by Period
| SGRT | QDSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.56% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 3.73% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 32.55% | 6.36% | +26.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.55% | 7.64% | +24.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.55% | 7.39% | +25.16% |