SGRT vs. SWPPX

Last updated Jun 14, 2026

SGRT (SMART Earnings Growth 30 ETF) and SWPPX (Schwab S&P 500 Index Fund) are both funds - SGRT is a Large Cap Growth Equities fund, while SWPPX is a Large Cap Blend Equities fund tracking the S&P 500 Index. SGRT is actively managed, while SWPPX is passively managed. A 0.72 correlation means they provide meaningful diversification when combined. SGRT charges 0.59%/yr vs 0.02%/yr for SWPPX.

Performance

SGRT vs. SWPPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SMART Earnings Growth 30 ETF (SGRT) and Schwab S&P 500 Index Fund (SWPPX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SGRT achieves a 44.22% return, which is significantly higher than SWPPX's 8.55% return.

SGRT

• 1D: 2.15%
• 1M: 2.76%
• YTD: 44.22%
• 6M: 48.13%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SWPPX

• 1D: 1.76%
• 1M: -0.10%
• YTD: 8.55%
• 6M: 8.92%
• 1Y: 25.15%
• 3Y*: 21.04%
• 5Y*: 13.31%
• 10Y*: 15.41%

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

SGRT vs. SWPPX - Yearly Performance Comparison

	2026 (YTD)	2025
SGRT SMART Earnings Growth 30 ETF	44.22%	26.83%
SWPPX Schwab S&P 500 Index Fund	8.55%	7.28%

Correlation

The correlation between SGRT and SWPPX is 0.72, 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 Aug 20, 2025	0.72

Return for Risk

SGRT vs. SWPPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SGRT

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

SWPPX

SWPPX Risk / Return Rank: 73
SWPPX Sharpe Ratio Rank: 72
SWPPX Sortino Ratio Rank: 67
SWPPX Omega Ratio Rank: 68
SWPPX Calmar Ratio Rank: 73
SWPPX Martin Ratio Rank: 83

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SGRT vs. SWPPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SMART Earnings Growth 30 ETF (SGRT) and Schwab S&P 500 Index Fund (SWPPX). 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	SWPPX	Difference
Sharpe ratio: Return per unit of total volatility	—	1.96	—
Sortino ratio: Return per unit of downside risk	—	2.66	—
Omega ratio: Gain probability vs. loss probability	—	1.36	—
Calmar ratio: Return relative to maximum drawdown	—	2.74	—
Martin ratio: Return relative to average drawdown	—	12.42	—

Drawdowns

SGRT vs. SWPPX - Drawdown Comparison

The maximum SGRT drawdown since its inception was -17.87%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for SGRT and SWPPX.

Drawdown Indicators

	SGRT	SWPPX	Difference
Max Drawdown Largest peak-to-trough decline	-17.87%	-55.06%	+37.19%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.89%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-18.74%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-24.51%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.80%	—
Current Drawdown Current decline from peak	-4.78%	-2.81%	-1.97%
Average Drawdown Average peak-to-trough decline	-3.24%	-9.94%	+6.70%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.96%	—

Volatility

Volatility by Period

	SGRT	SWPPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.47%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.73%	—
Volatility (1Y) Calculated over the trailing 1-year period	34.85%	12.40%	+22.45%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	34.85%	17.01%	+17.84%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	34.85%	18.26%	+16.59%

SGRT vs. SWPPX - Expense Ratio Comparison

SGRT has a 0.59% expense ratio, which is higher than SWPPX's 0.02% expense ratio.

Dividends

SGRT vs. SWPPX - Dividend Comparison

SGRT's dividend yield for the trailing twelve months is around 0.11%, less than SWPPX's 1.02% 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%
SWPPX Schwab S&P 500 Index Fund	1.02%	1.11%	1.23%	1.43%	1.67%	1.27%	1.81%	1.95%	2.67%	1.79%	2.55%	3.17%

Frequently Asked Questions

Can I hold both SGRT and SWPPX in my portfolio?

SGRT and SWPPX have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.