VUSG vs. SGRT

Last updated Apr 2, 2026

Compare and contrast key facts about Vanguard Wellington U.S. Growth Active ETF (VUSG) and SMART Earnings Growth 30 ETF (SGRT).

VUSG and SGRT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VUSG is an actively managed fund by Vanguard. It was launched on Nov 14, 2025.

Performance

VUSG vs. SGRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Wellington U.S. Growth Active ETF (VUSG) and SMART Earnings Growth 30 ETF (SGRT). The values are adjusted to include any dividend payments, if applicable.

VUSG vs. SGRT - Yearly Performance Comparison

	2026 (YTD)	2025
VUSG Vanguard Wellington U.S. Growth Active ETF	-8.60%	3.21%
SGRT SMART Earnings Growth 30 ETF	9.56%	9.58%

Returns By Period

In the year-to-date period, VUSG achieves a -8.60% return, which is significantly lower than SGRT's 9.56% return.

VUSG

• 1D: 1.08%
• 1M: -4.65%
• YTD: -8.60%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SGRT

• 1D: 2.70%
• 1M: -6.90%
• YTD: 9.56%
• 6M: 15.63%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

VUSG vs. SGRT - Expense Ratio Comparison

VUSG has a 0.35% expense ratio, which is lower than SGRT's 0.59% expense ratio.

SGRT

SMART Earnings Growth 30 ETF

VUSG

Vanguard Wellington U.S. Growth Active ETF

Return for Risk

VUSG vs. SGRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellington U.S. Growth Active ETF (VUSG) 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.

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

Sharpe Ratios by Period

	VUSG	SGRT	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	-0.75	2.09	-2.84

Correlation

The correlation between VUSG and SGRT is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

VUSG vs. SGRT - Dividend Comparison

VUSG's dividend yield for the trailing twelve months is around 0.02%, less than SGRT's 0.15% yield.

	TTM	2025
VUSG Vanguard Wellington U.S. Growth Active ETF	0.02%	0.02%
SGRT SMART Earnings Growth 30 ETF	0.15%	0.16%

Drawdowns

VUSG vs. SGRT - Drawdown Comparison

The maximum VUSG drawdown since its inception was -15.14%, smaller than the maximum SGRT drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for VUSG and SGRT.

Drawdown Indicators

	VUSG	SGRT	Difference
Max Drawdown Largest peak-to-trough decline	-15.14%	-17.87%	+2.73%
Current Drawdown Current decline from peak	-10.60%	-7.09%	-3.51%
Average Drawdown Average peak-to-trough decline	-4.19%	-3.52%	-0.67%

Volatility

Volatility by Period

	VUSG	SGRT	Difference
Volatility (1Y) Calculated over the trailing 1-year period	19.94%	32.60%	-12.66%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.94%	32.60%	-12.66%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.94%	32.60%	-12.66%