SGRT vs. SMH
SGRT (SMART Earnings Growth 30 ETF) and SMH (VanEck Semiconductor ETF) are both exchange-traded funds - SGRT is a Large Cap Growth Equities fund, while SMH is a Semiconductors fund tracking the MVIS US Listed Semiconductor 25 Index. SGRT is actively managed, while SMH is passively managed. Their correlation of 0.84 suggests significant overlap in exposure. SGRT charges 0.59%/yr vs 0.35%/yr for SMH.
Performance
SGRT vs. SMH - Performance Comparison
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Returns By Period
In the year-to-date period, SGRT achieves a 44.22% return, which is significantly lower than SMH's 72.15% return.
SGRT
- 1D
- 2.15%
- 1M
- 2.76%
- YTD
- 44.22%
- 6M
- 48.13%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SMH
- 1D
- 1.72%
- 1M
- 11.44%
- YTD
- 72.15%
- 6M
- 75.62%
- 1Y
- 141.99%
- 3Y*
- 60.05%
- 5Y*
- 38.42%
- 10Y*
- 37.49%
SGRT vs. SMH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SGRT SMART Earnings Growth 30 ETF | 44.22% | 26.83% |
SMH VanEck Semiconductor ETF | 72.15% | 24.20% |
Correlation
The correlation between SGRT and SMH is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 20, 2025 | 0.84 |
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Return for Risk
SGRT vs. SMH — Risk / Return Rank
SGRT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SMH
SGRT vs. SMH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SMART Earnings Growth 30 ETF (SGRT) and VanEck Semiconductor ETF (SMH). 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 | SMH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.60 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 9.18 | — |
| Martin ratioReturn relative to average drawdown | — | 33.74 | — |
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Drawdowns
SGRT vs. SMH - Drawdown Comparison
The maximum SGRT drawdown since its inception was -17.87%, smaller than the maximum SMH drawdown of -84.96%. Use the drawdown chart below to compare losses from any high point for SGRT and SMH.
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Drawdown Indicators
| SGRT | SMH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.87% | -84.96% | +67.09% |
Max Drawdown (1Y)Largest decline over 1 year | — | -14.93% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -35.74% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -45.30% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.30% | — |
Current DrawdownCurrent decline from peak | -4.78% | -2.81% | -1.97% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -41.04% | +37.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 4.06% | — |
Volatility
SGRT vs. SMH - Volatility Comparison
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Volatility by Period
| SGRT | SMH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 16.25% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 27.73% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 34.85% | 33.20% | +1.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.85% | 35.47% | -0.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.85% | 32.82% | +2.03% |
SGRT vs. SMH - Expense Ratio Comparison
SGRT has a 0.59% expense ratio, which is higher than SMH's 0.35% expense ratio.
Dividends
SGRT vs. SMH - Dividend Comparison
SGRT's dividend yield for the trailing twelve months is around 0.11%, less than SMH's 0.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGRT SMART Earnings Growth 30 ETF | 0.11% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SMH VanEck Semiconductor ETF | 0.18% | 0.31% | 0.44% | 0.60% | 1.18% | 0.51% | 0.69% | 1.50% | 1.88% | 1.43% | 0.80% | 2.14% |
Frequently Asked Questions
SGRT and SMH have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SMH is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SMH is cheaper with a 0.35% expense ratio, compared with 0.59% for SGRT.
SMH has the higher dividend yield at 0.18%, compared with 0.11% for SGRT.
SGRT is categorized as Large Cap Growth Equities, while SMH is Semiconductors. Their fees differ too: 0.59% for SGRT and 0.35% for SMH.
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