SGRT vs VXUS
SMART Earnings Growth 30 ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. SGRT delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | SGRT | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.05% | |
| AUM | $54M | $156.5B | |
| Dividend Yield | 0.11% | 2.60% | |
| Holdings | 23 | 8,747 | |
| YTD Return | +23.58% | +14.57% | |
| 1Y Return | +57.08% | +27.82% | |
| 3Y Return (annualized) | - | +19.27% | |
| 5Y Return (annualized) | - | +9.28% | |
| Volatility (annualized) | 38.0% | 15.1% | |
| Max Drawdown | -25.0% | -39.9% | |
| Fund Family | SMART Wealth, LLC | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 20, 2025 | Jan 26, 2011 |
SGRT vs VXUS Performance
SMART Earnings Growth 30 ETF (SGRT) is a ETF from SMART Wealth, LLC and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year SGRT returned +57.08% while VXUS returned +27.82%. Year to date, SGRT is up 23.58% versus a gain of 14.57% for VXUS.
Risk: Volatility and Drawdowns
SGRT has been the more volatile fund, with annualized monthly volatility of 38.0% compared with 15.1% for VXUS. 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 -39.9% for VXUS. 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 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SGRT charges 0.59% per year while VXUS charges 0.05%. On a $10,000 position that is $59 vs $5 annually, a gap of $54 per year that compounds over a long holding period. On income, SGRT currently yields 0.11% against 2.60% for VXUS.
Holdings Overlap
SGRT and VXUS share 0 holdings out of 7885 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SGRT or VXUS?
SGRT has an expense ratio of 0.59% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $54 per year of difference.
Which performed better, SGRT or VXUS?
Over the past year SGRT returned +57.08% vs +27.82% for VXUS, so SGRT leads on 1-year performance. Past performance does not guarantee future results.
Which is riskier, SGRT or VXUS?
SGRT has been the more volatile fund at 38.0% annualized versus 15.1% for VXUS. Worst drawdown: SGRT -25.0% vs VXUS -39.9%.
Should I hold both SGRT and VXUS?
SGRT and VXUS have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SGRT and VXUS?
SGRT and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7885 unique securities.
Which pays a higher dividend, SGRT or VXUS?
SGRT yields 0.11% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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