SGRT vs. QQQM
SGRT (SMART Earnings Growth ETF) and QQQM (Invesco NASDAQ 100 ETF) are both exchange-traded funds - SGRT is a Large Cap Growth Equities fund, while QQQM is a Nasdaq-100 fund tracking the NASDAQ-100 Index. SGRT is actively managed, while QQQM is passively managed. Their 0.80 correlation means they have sometimes moved together and sometimes differently. SGRT charges 0.59%/yr vs 0.15%/yr for QQQM.
Performance
SGRT vs. QQQM - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SGRT achieves a 27.55% return, which is significantly higher than QQQM's 14.26% return.
SGRT
- 1D
- 1.98%
- 1M
- -5.20%
- 6M
- 20.29%
- YTD
- 27.55%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
QQQM
- 1D
- 1.76%
- 1M
- -1.76%
- 6M
- 12.09%
- YTD
- 14.26%
- 1Y
- 27.06%
- 3Y*
- 24.26%
- 5Y*
- 14.53%
- 10Y*
- —
- ALL TIME*
- 16.84%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.05B | $933.44M | $1.20B | |
| $1.04M | $1.25M | $2.19M |
SGRT vs. QQQM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SGRT SMART Earnings Growth ETF | 27.55% | 26.83% |
QQQM Invesco NASDAQ 100 ETF | 14.26% | 8.19% |
Correlation
The correlation between SGRT and QQQM 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 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SGRT vs. QQQM — Risk / Return Rank
SGRT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
QQQM
SGRT vs. QQQM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SMART Earnings Growth ETF (SGRT) and Invesco NASDAQ 100 ETF (QQQM). 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 | QQQM | 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 | — | 2.27 | — |
| Martin ratioReturn relative to average drawdown | — | 7.22 | — |
Loading charts...
Drawdowns
SGRT vs. QQQM - Drawdown Comparison
The maximum SGRT drawdown since its inception was -24.98%, smaller than the maximum QQQM drawdown of -35.04%. Use the drawdown chart below to compare losses from any high point for SGRT and QQQM.
Loading charts...
Drawdown Indicators
| SGRT | QQQM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.98% | -35.04% | +10.06% |
Max Drawdown (1Y)Largest decline over 1 year | — | -11.96% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -22.70% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -35.04% | — |
Current DrawdownCurrent decline from peak | -16.99% | -6.06% | -10.93% |
Average DrawdownAverage peak-to-trough decline | -4.30% | -8.14% | +3.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.76% | — |
Volatility
SGRT vs. QQQM - Volatility Comparison
Loading charts...
Volatility by Period
| SGRT | QQQM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 6.91% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 15.95% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 38.89% | 19.23% | +19.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.89% | 22.76% | +16.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.89% | 22.33% | +16.56% |
SGRT vs. QQQM - Expense Ratio Comparison
SGRT has a 0.59% expense ratio, which is higher than QQQM's 0.15% expense ratio.
Dividends
SGRT vs. QQQM - Dividend Comparison
SGRT's dividend yield for the trailing twelve months is around 0.13%, less than QQQM's 0.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
QQQM Invesco NASDAQ 100 ETF | 0.45% | 0.50% | 0.61% | 0.65% | 0.83% | 0.40% | 0.16% |
SGRT SMART Earnings Growth ETF | 0.13% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SGRT and QQQM 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, QQQM is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
QQQM is cheaper with a 0.15% expense ratio, compared with 0.59% for SGRT.
QQQM has the higher dividend yield at 0.45%, compared with 0.13% for SGRT.
SGRT is categorized as Large Cap Growth Equities, while QQQM is Nasdaq-100. Their fees differ too: 0.59% for SGRT and 0.15% for QQQM.
Find the right allocation for SGRT and QQQM
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer