SGRTSMART Earnings Growth 30 ETF
Seeks long-term capital appreciation.
By SmartWay ETFs · Launched 2025
Annual Cost
0.01%
#3 of 5,853 · low cost
Fund Size
$63M
#3,419 of 5,853 · mid-size
Return (1Y)Goal
N/A
Track Record
12 months
#4,586 of 5,853 · young
Performance
Total-return NAV · USDGrowth of $10,000
$15,624+56.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 66.6% of fundconcentrated
First American Government Obli
11.4%
Corning Inc
9.1%
Lumentum Holdings Inc
7.7%
NVIDIA Corp
7.5%
Micron Technology Inc
6.0%
Vertiv Holdings Co
5.4%
MasTec Inc
5.4%
Exxon Mobil Corp
4.9%
Eli Lilly & Co
4.6%
Edison International
4.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-25.0%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a portfolio of equity securities of U.S. domiciled large-cap companies, targeting those with potential for above-market earnings growth. The Sub-Adviser selects investments based on a proprietary ranking process, focusing on approximately 30 stocks from a narrowed group of about 100 candidates.
- Inception date
- August 19, 2025
- Fund family
- SmartWay ETFs
Similar funds
Same asset class, closest by strategy & exposureWhat's next?
You've looked at SGRT. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.
Data updated on 2026-08-02