SGRT vs VOO
SMART Earnings Growth 30 ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. SGRT delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | SGRT | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.03% | |
| AUM | $54M | $979.0B | |
| Dividend Yield | 0.11% | 1.09% | |
| Holdings | 23 | 509 | |
| YTD Return | +27.75% | +13.72% | |
| 1Y Return | +62.38% | +21.63% | |
| 3Y Return (annualized) | - | +21.55% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | 37.8% | 14.1% | |
| Max Drawdown | -25.0% | -34.3% | |
| Fund Family | SMART Wealth, LLC | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 20, 2025 | Sep 7, 2010 |
SGRT vs VOO Performance
SMART Earnings Growth 30 ETF (SGRT) is a ETF from SMART Wealth, LLC and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SGRT returned +62.38% while VOO returned +21.63%. Year to date, SGRT is up 27.75% versus a gain of 13.72% for VOO.
Risk: Volatility and Drawdowns
SGRT has been the more volatile fund, with annualized monthly volatility of 37.8% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -25.0% for SGRT and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SGRT charges 0.59% per year while VOO charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, SGRT currently yields 0.11% against 1.09% for VOO.
Holdings Overlap
SGRT and VOO share 11 holdings out of 518 unique holdings combined, representing a 5.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SGRT or VOO?
SGRT has an expense ratio of 0.59% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, SGRT or VOO?
Over the past year SGRT returned +62.38% vs +21.63% for VOO, so SGRT leads on 1-year performance. Past performance does not guarantee future results.
Which is riskier, SGRT or VOO?
SGRT has been the more volatile fund at 37.8% annualized versus 14.1% for VOO. Worst drawdown: SGRT -25.0% vs VOO -34.3%.
Should I hold both SGRT and VOO?
SGRT and VOO have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SGRT and VOO?
SGRT and VOO share 11 common holdings with a 5.2% weight overlap. Combined, they hold 518 unique securities.
Which pays a higher dividend, SGRT or VOO?
SGRT yields 0.11% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.