SGRT vs. VGUS

Last updated Jun 23, 2026

SGRT (SMART Earnings Growth 30 ETF) and VGUS (Vanguard Ultra-Short Treasury ETF) are both exchange-traded funds - SGRT is a Large Cap Growth Equities fund, while VGUS is a Ultrashort Bond fund tracking the Bloomberg Short Treasury Index. SGRT is actively managed, while VGUS is passively managed. At a correlation of -0.10, they often move in opposite directions. SGRT charges 0.59%/yr vs 0.07%/yr for VGUS.

Performance

SGRT vs. VGUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SMART Earnings Growth 30 ETF (SGRT) and Vanguard Ultra-Short Treasury ETF (VGUS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SGRT achieves a 53.66% return, which is significantly higher than VGUS's 1.59% return.

SGRT

• 1D: 2.84%
• 1M: 9.93%
• YTD: 53.66%
• 6M: 49.85%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

VGUS

• 1D: 0.01%
• 1M: 0.18%
• YTD: 1.59%
• 6M: 1.69%
• 1Y: 3.86%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

SGRT vs. VGUS - Yearly Performance Comparison

	2026 (YTD)	2025
SGRT SMART Earnings Growth 30 ETF	53.66%	26.83%
VGUS Vanguard Ultra-Short Treasury ETF	1.59%	1.53%

Correlation

The correlation between SGRT and VGUS is -0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (All Time) Calculated using the full available price history since Aug 20, 2025	-0.10

Return for Risk

SGRT vs. VGUS — 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.

VGUS

VGUS Risk / Return Rank: 99
VGUS Sharpe Ratio Rank: 100
VGUS Sortino Ratio Rank: 99
VGUS Omega Ratio Rank: 99
VGUS Calmar Ratio Rank: 99
VGUS Martin Ratio Rank: 100

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. VGUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SMART Earnings Growth 30 ETF (SGRT) and Vanguard Ultra-Short Treasury ETF (VGUS). 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	VGUS	Difference
Sharpe ratio: Return per unit of total volatility	—	11.86	—
Sortino ratio: Return per unit of downside risk	—	34.14	—
Omega ratio: Gain probability vs. loss probability	—	10.51	—
Calmar ratio: Return relative to maximum drawdown	—	53.22	—
Martin ratio: Return relative to average drawdown	—	402.91	—

Drawdowns

SGRT vs. VGUS - Drawdown Comparison

The maximum SGRT drawdown since its inception was -17.87%, which is greater than VGUS's maximum drawdown of -0.07%. Use the drawdown chart below to compare losses from any high point for SGRT and VGUS.

Drawdown Indicators

	SGRT	VGUS	Difference
Max Drawdown Largest peak-to-trough decline	-17.87%	-0.07%	-17.80%
Max Drawdown (1Y) Largest decline over 1 year	—	-0.07%	—
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-3.20%	-0.00%	-3.20%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.01%	—

Volatility

Volatility by Period

	SGRT	VGUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.12%	—
Volatility (6M) Calculated over the trailing 6-month period	—	0.18%	—
Volatility (1Y) Calculated over the trailing 1-year period	34.90%	0.33%	+34.57%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	34.90%	0.34%	+34.56%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	34.90%	0.34%	+34.56%

SGRT vs. VGUS - Expense Ratio Comparison

SGRT has a 0.59% expense ratio, which is higher than VGUS's 0.07% expense ratio.

Dividends

SGRT vs. VGUS - Dividend Comparison

SGRT's dividend yield for the trailing twelve months is around 0.10%, less than VGUS's 3.60% yield.

Position	TTM	2025
SGRT SMART Earnings Growth 30 ETF	0.10%	0.16%
VGUS Vanguard Ultra-Short Treasury ETF	3.60%	3.12%

Frequently Asked Questions

Can I hold both SGRT and VGUS in my portfolio?

SGRT and VGUS have a correlation of -0.10, 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 VGUS?

On fees, VGUS is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SGRT or VGUS?

VGUS is cheaper with a 0.07% expense ratio, compared with 0.59% for SGRT.

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

VGUS has the higher dividend yield at 3.60%, compared with 0.10% for SGRT.

What is the main difference between SGRT and VGUS?

SGRT is categorized as Large Cap Growth Equities, while VGUS is Ultrashort Bond. Their fees differ too: 0.59% for SGRT and 0.07% for VGUS.