SGRT vs. USO

Last updated Jun 5, 2026

SGRT (SMART Earnings Growth 30 ETF) and USO (United States Oil Fund LP) are both exchange-traded funds - SGRT is a Large Cap Growth Equities fund, while USO is a Oil & Gas fund tracking the Front Month Light Sweet Crude Oil. SGRT is actively managed, while USO is passively managed. At a correlation of -0.21, they often move in opposite directions. SGRT charges 0.59%/yr vs 0.86%/yr for USO.

Performance

SGRT vs. USO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SMART Earnings Growth 30 ETF (SGRT) and United States Oil Fund LP (USO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SGRT achieves a 48.90% return, which is significantly lower than USO's 97.72% return.

SGRT

• 1D: -1.69%
• 1M: 9.59%
• YTD: 48.90%
• 6M: 51.74%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

USO

• 1D: -2.92%
• 1M: -5.15%
• YTD: 97.72%
• 6M: 91.54%
• 1Y: 97.20%
• 3Y*: 28.78%
• 5Y*: 23.67%
• 10Y*: 3.57%

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

SGRT vs. USO - Yearly Performance Comparison

	2026 (YTD)	2025
SGRT SMART Earnings Growth 30 ETF	48.90%	25.25%
USO United States Oil Fund LP	97.72%	-5.93%

Correlation

The correlation between SGRT and USO is -0.21, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since Aug 21, 2025	-0.21

Return for Risk

SGRT vs. USO — Risk / Return Rank

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

USO

USO Risk / Return Rank: 66
USO Sharpe Ratio Rank: 68
USO Sortino Ratio Rank: 61
USO Omega Ratio Rank: 62
USO Calmar Ratio Rank: 86
USO Martin Ratio Rank: 54

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. USO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SMART Earnings Growth 30 ETF (SGRT) and United States Oil Fund LP (USO). 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.

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

Sharpe Ratios by Period

	SGRT	USO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.21	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.66	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.09	—
Sharpe Ratio (All Time) Calculated using the full available price history	3.63	-0.18	+3.81

Drawdowns

SGRT vs. USO - Drawdown Comparison

The maximum SGRT drawdown since its inception was -17.87%, smaller than the maximum USO drawdown of -98.19%. Use the drawdown chart below to compare losses from any high point for SGRT and USO.

Drawdown Indicators

	SGRT	USO	Difference
Max Drawdown Largest peak-to-trough decline	-17.87%	-98.19%	+80.32%
Max Drawdown (1Y) Largest decline over 1 year	—	-20.39%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-26.05%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-36.23%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-86.75%	—
Current Drawdown Current decline from peak	-1.69%	-85.45%	+83.76%
Average Drawdown Average peak-to-trough decline	-3.10%	-75.30%	+72.20%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	10.84%	—

Volatility

Volatility by Period

	SGRT	USO	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	14.97%	—
Volatility (6M) Calculated over the trailing 6-month period	—	38.35%	—
Volatility (1Y) Calculated over the trailing 1-year period	33.40%	44.32%	-10.92%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	33.40%	36.09%	-2.69%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	33.40%	39.00%	-5.60%

SGRT vs. USO - Expense Ratio Comparison

SGRT has a 0.59% expense ratio, which is lower than USO's 0.86% expense ratio.

Dividends

SGRT vs. USO - Dividend Comparison

SGRT's dividend yield for the trailing twelve months is around 0.11%, while USO has not paid dividends to shareholders.

Position	TTM	2025
SGRT SMART Earnings Growth 30 ETF	0.11%	0.16%
USO United States Oil Fund LP	0.00%	0.00%

Frequently Asked Questions

Can I hold both SGRT and USO in my portfolio?

SGRT and USO have a correlation of -0.21, 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 USO?

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 USO?

SGRT is cheaper with a 0.59% expense ratio, compared with 0.86% for USO.

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

SGRT has the higher dividend yield at 0.11%, compared with 0.00% for USO.

What is the main difference between SGRT and USO?

SGRT is categorized as Large Cap Growth Equities, while USO is Oil & Gas. Their fees differ too: 0.59% for SGRT and 0.86% for USO.