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SGRT vs IVOG

SMART Earnings Growth 30 ETF vs Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares

SGRT

SMART Earnings Growth 30 ETF

Annual cost

Fund size

IVOG

Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares

Vanguard

Annual cost

0.10%

Fund size

$1.7B

Key differences

  • SGRT follows a active selection strategy; IVOG uses index tracking.

Side-by-side comparison

SGRTIVOG
Annual cost (TER)0.10%
Fund size (AUM)$1.7B
Since2010
Dividend yield0.57%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+30.6%
CAGR 3YN/A+18.2%
CAGR 5YN/A+8.8%
Sharpe 3YN/A0.79
Volatility 1Y17.30%
Max drawdown-17.87%-39.32%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SGRT and IVOG