SGRT vs. SPIT

Last updated Jul 18, 2026

SGRT (SMART Earnings Growth ETF) and SPIT (F/m Emerald Special Situations ETF) are both Large Cap Growth Equities funds. Both are actively managed. A 0.77 correlation means they provide meaningful diversification when combined. SGRT charges 0.59%/yr vs 0.89%/yr for SPIT.

Performance

SGRT vs. SPIT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SMART Earnings Growth ETF (SGRT) and F/m Emerald Special Situations ETF (SPIT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SGRT achieves a 26.55% return, which is significantly higher than SPIT's 24.93% return.

SGRT

• 1D: -0.22%
• 1M: -13.95%
• 6M: 18.85%
• YTD: 26.55%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SPIT

• 1D: -0.15%
• 1M: -2.16%
• 6M: 13.90%
• YTD: 24.93%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SGRT vs. SPIT - Yearly Performance Comparison

	2026 (YTD)	2025
SGRT SMART Earnings Growth ETF	26.55%	6.22%
SPIT F/m Emerald Special Situations ETF	24.93%	5.31%

Correlation

The correlation between SGRT and SPIT is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Oct 6, 2025	0.77

Return for Risk

SGRT vs. SPIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SMART Earnings Growth ETF (SGRT) and F/m Emerald Special Situations ETF (SPIT). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Drawdowns

SGRT vs. SPIT - Drawdown Comparison

The maximum SGRT drawdown since its inception was -17.87%, which is greater than SPIT's maximum drawdown of -12.49%. Use the drawdown chart below to compare losses from any high point for SGRT and SPIT.

Drawdown Indicators

	SGRT	SPIT	Difference
Max Drawdown Largest peak-to-trough decline	-17.87%	-12.49%	-5.38%
Current Drawdown Current decline from peak	-17.64%	-7.19%	-10.45%
Average Drawdown Average peak-to-trough decline	-3.72%	-2.59%	-1.13%

Volatility

Volatility by Period

	SGRT	SPIT	Difference
Volatility (1Y) Calculated over the trailing 1-year period	36.97%	26.21%	+10.76%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	36.97%	26.21%	+10.76%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	36.97%	26.21%	+10.76%

SGRT vs. SPIT - Expense Ratio Comparison

SGRT has a 0.59% expense ratio, which is lower than SPIT's 0.89% expense ratio.

Dividends

SGRT vs. SPIT - Dividend Comparison

SGRT's dividend yield for the trailing twelve months is around 0.13%, less than SPIT's 5.75% yield.

Position	TTM	2025
SGRT SMART Earnings Growth ETF	0.13%	0.16%
SPIT F/m Emerald Special Situations ETF	5.75%	7.18%

Frequently Asked Questions

Can I hold both SGRT and SPIT in my portfolio?

SGRT and SPIT have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SGRT or SPIT?

On fees, SGRT is cheaper at 0.59% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SGRT or SPIT?

SGRT is cheaper with a 0.59% expense ratio, compared with 0.89% for SPIT.

Which ETF pays a higher dividend yield, SGRT or SPIT?

SPIT has the higher dividend yield at 5.75%, compared with 0.13% for SGRT.

What is the main difference between SGRT and SPIT?

Their fees differ too: 0.59% for SGRT and 0.89% for SPIT.