SGRT vs VYM
SMART Earnings Growth 30 ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. SGRT delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | SGRT | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.04% | |
| AUM | $54M | $79.0B | |
| Dividend Yield | 0.11% | 2.86% | |
| Holdings | 23 | 568 | |
| YTD Return | +24.06% | +16.16% | |
| 1Y Return | +57.69% | +26.05% | |
| 3Y Return (annualized) | - | +18.43% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 38.0% | 14.6% | |
| Max Drawdown | -25.0% | -58.8% | |
| Fund Family | SMART Wealth, LLC | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 20, 2025 | Nov 10, 2006 |
SGRT vs VYM Performance
SMART Earnings Growth 30 ETF (SGRT) is a ETF from SMART Wealth, LLC and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SGRT returned +57.69% while VYM returned +26.05%. Year to date, SGRT is up 24.06% versus a gain of 16.16% for VYM.
Risk: Volatility and Drawdowns
SGRT has been the more volatile fund, with annualized monthly volatility of 38.0% compared with 14.6% for VYM. 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 -58.8% for VYM. 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 0.33. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SGRT charges 0.59% per year while VYM charges 0.04%. On a $10,000 position that is $59 vs $4 annually, a gap of $55 per year that compounds over a long holding period. On income, SGRT currently yields 0.11% against 2.86% for VYM.
Holdings Overlap
SGRT and VYM share 4 holdings out of 578 unique holdings combined, representing a 1.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SGRT or VYM?
SGRT has an expense ratio of 0.59% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $55 per year of difference.
Which performed better, SGRT or VYM?
Over the past year SGRT returned +57.69% vs +26.05% for VYM, so SGRT leads on 1-year performance. Past performance does not guarantee future results.
Which is riskier, SGRT or VYM?
SGRT has been the more volatile fund at 38.0% annualized versus 14.6% for VYM. Worst drawdown: SGRT -25.0% vs VYM -58.8%.
Should I hold both SGRT and VYM?
SGRT and VYM have a monthly-return correlation of 0.33, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SGRT and VYM?
SGRT and VYM share 4 common holdings with a 1.1% weight overlap. Combined, they hold 578 unique securities.
Which pays a higher dividend, SGRT or VYM?
SGRT yields 0.11% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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