SUSL vs. SGRT
SUSL (iShares ESG MSCI USA Leaders ETF) and SGRT (SMART Earnings Growth 30 ETF) are both Large Cap Growth Equities funds. SUSL is passively managed, while SGRT is actively managed. A 0.67 correlation means they provide meaningful diversification when combined. SUSL charges 0.10%/yr vs 0.59%/yr for SGRT.
Performance
SUSL vs. SGRT - Performance Comparison
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Returns By Period
In the year-to-date period, SUSL achieves a 9.27% return, which is significantly lower than SGRT's 51.46% return.
SUSL
- 1D
- -0.94%
- 1M
- 4.53%
- YTD
- 9.27%
- 6M
- 10.06%
- 1Y
- 27.64%
- 3Y*
- 22.34%
- 5Y*
- 13.77%
- 10Y*
- —
SGRT
- 1D
- 0.03%
- 1M
- 14.68%
- YTD
- 51.46%
- 6M
- 56.17%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SUSL vs. SGRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SUSL iShares ESG MSCI USA Leaders ETF | 9.27% | 9.00% |
SGRT SMART Earnings Growth 30 ETF | 51.46% | 25.25% |
Correlation
The correlation between SUSL and SGRT is 0.67, 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 21, 2025 | 0.67 |
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Return for Risk
SUSL vs. SGRT — Risk / Return Rank
SUSL
SGRT
SUSL vs. SGRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG MSCI USA Leaders ETF (SUSL) and SMART Earnings Growth 30 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.
| SUSL | SGRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.38 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.44 | — | — |
| Martin ratioReturn relative to average drawdown | 10.49 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SUSL | SGRT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 3.81 | -2.95 |
Drawdowns
SUSL vs. SGRT - Drawdown Comparison
The maximum SUSL drawdown since its inception was -34.26%, which is greater than SGRT's maximum drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for SUSL and SGRT.
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Drawdown Indicators
| SUSL | SGRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.26% | -17.87% | -16.39% |
Max Drawdown (1Y)Largest decline over 1 year | -11.37% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -19.91% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -26.98% | — | — |
Current DrawdownCurrent decline from peak | -1.38% | 0.00% | -1.38% |
Average DrawdownAverage peak-to-trough decline | -5.70% | -3.11% | -2.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | — | — |
Volatility
SUSL vs. SGRT - Volatility Comparison
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Volatility by Period
| SUSL | SGRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.68% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 9.98% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.98% | 33.41% | -20.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.48% | 33.41% | -15.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.80% | 33.41% | -13.61% |
SUSL vs. SGRT - Expense Ratio Comparison
SUSL has a 0.10% expense ratio, which is lower than SGRT's 0.59% expense ratio.
Dividends
SUSL vs. SGRT - Dividend Comparison
SUSL's dividend yield for the trailing twelve months is around 0.93%, more than SGRT's 0.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
SGRT SMART Earnings Growth 30 ETF | 0.11% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SUSL iShares ESG MSCI USA Leaders ETF | 0.93% | 0.99% | 1.10% | 1.27% | 1.57% | 1.12% | 1.38% | 1.12% |
Frequently Asked Questions
SUSL and SGRT have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SUSL is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SUSL is cheaper with a 0.10% expense ratio, compared with 0.59% for SGRT.
SUSL has the higher dividend yield at 0.93%, compared with 0.11% for SGRT.
Their fees differ too: 0.10% for SUSL and 0.59% for SGRT.
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