STRN vs. SGRT

Last updated Jul 17, 2026

STRN (SMART Trend ETF) and SGRT (SMART Earnings Growth ETF) are both exchange-traded funds - STRN is a Actively Managed fund actively managed by SmartWay, while SGRT is a Large Cap Growth Equities fund. Both are actively managed. Their correlation of 0.90 suggests significant overlap in exposure. Both charge a 0.59% expense ratio.

Performance

STRN vs. SGRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SMART Trend ETF (STRN) and SMART Earnings Growth ETF (SGRT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, STRN achieves a 19.31% return, which is significantly lower than SGRT's 26.83% return.

STRN

• 1D: -3.03%
• 1M: -6.46%
• 6M: 14.02%
• YTD: 19.31%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SGRT

• 1D: -4.23%
• 1M: -13.29%
• 6M: 20.02%
• YTD: 26.83%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

STRN vs. SGRT - Yearly Performance Comparison

	2026 (YTD)	2025
STRN SMART Trend ETF	19.31%	10.48%
SGRT SMART Earnings Growth ETF	26.83%	26.83%

Correlation

The correlation between STRN and SGRT is 0.90, 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	0.90

Return for Risk

STRN vs. SGRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SMART Trend ETF (STRN) and SMART Earnings Growth ETF (SGRT). 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

STRN vs. SGRT - Drawdown Comparison

The maximum STRN drawdown since its inception was -15.43%, smaller than the maximum SGRT drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for STRN and SGRT.

Drawdown Indicators

	STRN	SGRT	Difference
Max Drawdown Largest peak-to-trough decline	-15.43%	-17.87%	+2.44%
Current Drawdown Current decline from peak	-8.89%	-17.46%	+8.57%
Average Drawdown Average peak-to-trough decline	-3.00%	-3.66%	+0.66%

Volatility

Volatility by Period

	STRN	SGRT	Difference
Volatility (1Y) Calculated over the trailing 1-year period	26.85%	37.05%	-10.20%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.85%	37.05%	-10.20%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.85%	37.05%	-10.20%

STRN vs. SGRT - Expense Ratio Comparison

Both STRN and SGRT have an expense ratio of 0.59%.

Dividends

STRN vs. SGRT - Dividend Comparison

STRN's dividend yield for the trailing twelve months is around 0.15%, more than SGRT's 0.13% yield.

Position	TTM	2025
SGRT SMART Earnings Growth ETF	0.13%	0.16%
STRN SMART Trend ETF	0.15%	0.18%

Frequently Asked Questions

Can I hold both STRN and SGRT in my portfolio?

With a correlation of 0.90, STRN and SGRT move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, STRN or SGRT?

Both ETFs have the same 0.59% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, STRN or SGRT?

STRN and SGRT have the same expense ratio: 0.59% per year.

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

STRN has the higher dividend yield at 0.15%, compared with 0.13% for SGRT.

What is the main difference between STRN and SGRT?

STRN is categorized as Actively Managed, while SGRT is Large Cap Growth Equities.