Compare · 2 funds side by side · dividends reinvested

SGRT and VUG

SGRTSmart×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,153VUG · best of the two

02 / 04

SGRT and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.3

SMART Earnings Growth 30 ETFUS Stock Styles · Growth0.59%0.14%+17.1%+11.9%[…][…]−25.0%39.8%$59M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SGRT 2025 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

SMART Earnings Growth 30 ETF · $59M[…]

SGRT

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

$10,000 five years ago, dividends reinvested · they hold 8.4% in common

SGRTMeasureVUG

+17.1%Year to dateJan 1 → Nov 4+6.3%

+11.9%1 yearTotal return+3.4%

[…]3 years · per year$10,000 became […] · $19,712+25.4%

[…]5 years · per year$10,000 became […] · $17,153+11.4%

0.59%Expense ratio$59 · $3 a year on $10k · lower is better0.03%

0.14%Trailing 12-mo yield$14 · $40 a year on $10k0.40%

−25.0%Worst dropSmaller is better−16.1%

39.8%VolatilityLower is calmer18.2%

SGRTVUG Winner of the row, in its colourEach row: the bigger of the two fills its side

2–4VUG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SGRT vs VUG: Top 5 Holdings

Today

SGRT

37.7%in top 5

VUG

in top 545.2%

SGRTStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

10.8%ADInot top 5

not top 5MSFT9.7%

9.7%PLTRnot top 5

6.6%REGNnot top 5

5.4%MAnot top 5

5.3%CVXnot top 5

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common8.4%

End-of-day Nov 4, 2026 · share of each fund

SGRT vs VUG Returns, Every Period

SmartSGRT

+11.9%

past year

VUGVanguard

+3.4%

past year

SGRTVUGFaded: behind in that period

2–0SGRT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SGRT vs VUG

YTD

SmartSGRT

+17.1%

VUGVanguard

+6.3%

+17.1%Year to date+6.3%

−25.0%Worst drop · 1Y−16.1%

39.8%Volatility · 1Y18.2%

0.1%Yield0.4%

$59.4MAssets$233B

3–1VUG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SGRT, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SGRT0.59%$59

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SGRT, VUG

0.40%highest, VUG

FundTrailing yieldYield$10k

VUG0.40%$40

SGRT0.14%$14

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

SGRT$14 − $59 = −$45

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SGRT, VUG

Today

8.4%most shared, SGRT and VUG

SGRTVUG

SGRT—8.4%

VUG8.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%SGRT, at 39.8% volatility

VUGWorst drop−16.1%18.2% vol

SGRTWorst drop−25.0%39.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VUGSGRT

+6.3%Year to date+17.1%

0.4%Yield0.1%

+3.4%Past year+11.9%

0.03%Fee0.59%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026