SGRT vs. QQQ
SGRT (SMART Earnings Growth ETF) and QQQ (Invesco QQQ ETF) are both exchange-traded funds - SGRT is a Large Cap Growth Equities fund, while QQQ is a Nasdaq-100 fund tracking the NASDAQ-100 Index. SGRT is actively managed, while QQQ is passively managed. Their 0.80 correlation means they have sometimes moved together and sometimes differently. SGRT charges 0.59%/yr vs 0.18%/yr for QQQ.
Performance
SGRT vs. QQQ - 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 QQQ's 12.26% return.
SGRT
- 1D
- -0.19%
- 1M
- -7.04%
- 6M
- 20.49%
- YTD
- 25.07%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
QQQ
- 1D
- 0.65%
- 1M
- -3.45%
- 6M
- 10.89%
- YTD
- 12.26%
- 1Y
- 24.81%
- 3Y*
- 22.29%
- 5Y*
- 14.23%
- 10Y*
- 20.44%
- ALL TIME*
- 10.64%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $30.32B | $28.40B | $31.45B | |
| $998.46K | $1.36M | $2.23M |
SGRT vs. QQQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SGRT SMART Earnings Growth ETF | 25.07% | 26.83% |
QQQ Invesco QQQ ETF | 12.26% | 8.17% |
Correlation
The correlation between SGRT and QQQ is 0.80, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 20, 2025 | 0.80 |
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Return for Risk
SGRT vs. QQQ — Risk / Return Rank
SGRT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
QQQ
SGRT vs. QQQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SMART Earnings Growth ETF (SGRT) and Invesco QQQ ETF (QQQ). 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 | QQQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.21 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.88 | — |
| Martin ratioReturn relative to average drawdown | — | 6.00 | — |
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Drawdowns
SGRT vs. QQQ - Drawdown Comparison
The maximum SGRT drawdown since its inception was -24.98%, smaller than the maximum QQQ drawdown of -82.97%. Use the drawdown chart below to compare losses from any high point for SGRT and QQQ.
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Drawdown Indicators
| SGRT | QQQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.98% | -82.97% | +57.99% |
Max Drawdown (1Y)Largest decline over 1 year | — | -11.96% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -22.77% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -35.12% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.12% | — |
Current DrawdownCurrent decline from peak | -18.61% | -7.69% | -10.92% |
Average DrawdownAverage peak-to-trough decline | -4.25% | -32.62% | +28.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.74% | — |
Volatility
SGRT vs. QQQ - Volatility Comparison
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Volatility by Period
| SGRT | QQQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 6.87% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 16.08% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 38.93% | 19.38% | +19.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.93% | 22.90% | +16.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.93% | 22.50% | +16.43% |
SGRT vs. QQQ - Expense Ratio Comparison
SGRT has a 0.59% expense ratio, which is higher than QQQ's 0.18% expense ratio.
Dividends
SGRT vs. QQQ - Dividend Comparison
SGRT's dividend yield for the trailing twelve months is around 0.13%, less than QQQ's 0.44% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ Invesco QQQ ETF | 0.44% | 0.45% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% |
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% | 0.00% |
Frequently Asked Questions
SGRT and QQQ have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, QQQ is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
QQQ is cheaper with a 0.18% expense ratio, compared with 0.59% for SGRT.
QQQ has the higher dividend yield at 0.44%, compared with 0.13% for SGRT.
SGRT is categorized as Large Cap Growth Equities, while QQQ is Nasdaq-100. Their fees differ too: 0.59% for SGRT and 0.18% for QQQ.
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