SEMG vs EQRR
Comparison between SUNCOAST SELECT GROWTH ETF (SEMG, ETF) and PROSHARES EQUITIES FOR RISING RATES ETF (EQRR, ETF).
5-Year PerformanceEQRR has outperformed SEMG, delivering a return of +12.7% compared to +8.9%
SEMG vs EQRR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SEMG
$62M
EQRR
$62M
Expense Ratio
SEMG
0.60%
Winner
EQRR
0.35%
Max Drawdown
SEMG
90.74%
Winner
EQRR
59.49%
Sharpe Ratio
SEMG
-0.19
Winner
EQRR
2.21
5Y Beta
SEMG
0.91
Winner
EQRR
0.74
P/E Ratio
SEMG
28.79
Winner
EQRR
23.84
Forward P/E
SEMG
23.65
Winner
EQRR
15.34
PEG Ratio
Winner
SEMG
0.52
EQRR
0.82
5Y Dividends CAGR
SEMG
N/A
EQRR
7.00%
5Y EPS CAGR
Winner
SEMG
37.48%
EQRR
15.84%
Debt to Equity
SEMG
34.05%
Winner
EQRR
-126.50%
P/S Ratio
SEMG
3.06
Winner
EQRR
2.12
P/B Ratio
SEMG
8.82
Winner
EQRR
3.10
SEMG vs EQRR - Holdings Comparison
SEMG and EQRR have 5 common holdings. Overlap is 10.13%
SEMG's top 25 holdings weight is 99.98%. EQRR's top 25 holdings weight is 67.03%.
| Rank | SEMG | EQRR |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 13.73% | MARVELL TECHNOLOGY INC (MRVL) - 4.12% |
| #2 | NVIDIA CORP (NVDA) - 11.85% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 3.70% |
| #3 | MICROSOFT CORP (MSFT) - 7.80% | ALPHABET INC CLASS A (GOOGL) - 3.13% |
| #4 | VISA INC CLASS A (V) - 5.42% | NVIDIA CORP (NVDA) - 2.92% |
| #5 | BROADCOM INC (AVGO) - 5.34% | ZSCALER INC (ZS) - 2.92% |
| #6 | APPLE INC (AAPL) - 5.03% | LAM RESEARCH CORP (LRCX) - 2.87% |
| #7 | W.W. GRAINGER INC (GWW) - 4.66% | SYNOPSYS INC (SNPS) - 2.87% |
| #8 | MCKESSON CORP (MCK) - 4.53% | HALLIBURTON CO (HAL) - 2.83% |
| #9 | ELI LILLY AND CO (LLY) - 4.30% | MARATHON PETROLEUM CORP (MPC) - 2.78% |
| #10 | MASTERCARD INC CLASS A (MA) - 3.53% | VALERO ENERGY CORP (VLO) - 2.75% |
| #11 | STRYKER CORP (SYK) - 3.37% | BAKER HUGHES CO CLASS A (BKR) - 2.75% |
| #12 | META PLATFORMS INC CLASS A (META) - 3.31% | DIAMONDBACK ENERGY INC (FANG) - 2.74% |
| #13 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.99% | KLA CORP (KLAC) - 2.68% |
| #14 | S&P GLOBAL INC (SPGI) - 2.83% | APPLIED MATERIALS INC (AMAT) - 2.67% |
| #15 | APPLIED MATERIALS INC (AMAT) - 2.74% | EOG RESOURCES INC (EOG) - 2.57% |
| #16 | SERVICENOW INC (NOW) - 2.49% | DEVON ENERGY CORP (DVN) - 2.54% |
| #17 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.43% | CONOCOPHILLIPS (COP) - 2.49% |
| #18 | INTUIT INC (INTU) - 2.41% | CHEVRON CORP (CVX) - 2.48% |
| #19 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.25% | OCCIDENTAL PETROLEUM CORP (OXY) - 2.47% |
| #20 | EATON CORP PLC (ETN) - 2.00% | HP INC (HPQ) - 2.39% |
| #21 | AMPHENOL CORP CLASS A (APH) - 1.89% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 2.31% |
| #22 | TJX COMPANIES INC (TJX) - 1.84% | APOLLO GLOBAL MANAGEMENT INC (APO) - 2.15% |
| #23 | AON PLC CLASS A (AON) - 1.79% | ARES MANAGEMENT CORP ORDINARY SHARES CLASS A (ARES) - 2.02% |
| #24 | UBER TECHNOLOGIES INC (UBER) - 1.46% | CITIGROUP INC (C) - 1.98% |
| #25 | OTHER ASSETS AND LIABILITIES (n/a) - -0.01% | RAYMOND JAMES FINANCIAL INC (RJF) - 1.90% |
| Total Holdings | 25 | 51 |
SEMG vs EQRR - Historical Returns
Returns include dividend reinvestment.
1M
SEMG
-1.16%
Winner
EQRR
+7.51%
3M
SEMG
+4.55%
Winner
EQRR
+22.13%
6M
SEMG
-3.80%
Winner
EQRR
+25.85%
1Y
SEMG
+0.20%
Winner
EQRR
+40.32%
5Y(CAGR)
SEMG
+8.86%
Winner
EQRR
+12.69%
10Y(CAGR)
SEMG
+1.95%
Winner
EQRR
+10.53%
Max(CAGR)
SEMG
+3.77%
Winner
EQRR
+10.53%
SEMG vs EQRR - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | SEMG | EQRR |
|---|---|---|
| 2026 | -3.85% | +25.73% |
| 2025 | +8.27% | +14.89% |
| 2024 | N/A | +7.29% |
| 2023 | N/A | +10.33% |
| 2022 | N/A | +0.60% |
| 2021 | N/A | +34.92% |
| 2020 | N/A | -10.19% |
| 2019 | +22.39% | +17.43% |
| 2018 | -51.20% | -19.25% |
| 2017 | -23.76% | +15.64% |
| 2016 | +59.94% | N/A |
| 2015 | -57.09% | N/A |
| 2014 | +8.81% | N/A |
| 2013 | +63.27% | N/A |
| 2012 | +46.97% | N/A |
| 2011 | -4.89% | N/A |
| 2010 | +18.13% | N/A |
SEMG vs EQRR Drawdown Comparison
The maximum drawdown for SEMG was -86.19%, occurring on Aug 27, 2019. This drawdown has not yet recovered.
The maximum drawdown for EQRR was -57.93%, occurring on Mar 18, 2020. Recovery took 670 trading sessions.
The current SEMG drawdown is -54.65%. The current EQRR drawdown is -0.60%.
| Rank | SEMG | EQRR |
|---|---|---|
| #1 | -86.19% Sep 3, 2014 - Aug 27, 2019 | -57.93% Aug 29, 2018 - Apr 29, 2021 |
| #2 | -46.65% Mar 23, 2011 - Aug 3, 2012 | -21.74% Jun 7, 2022 - Jan 13, 2023 |
| #3 | -11.56% Oct 17, 2012 - Jan 2, 2013 | -18.78% Feb 7, 2023 - Jan 30, 2024 |
| #4 | -10.71% May 20, 2013 - Jul 5, 2013 | -17.76% Nov 29, 2024 - Aug 22, 2025 |
| #5 | -10.04% Jul 8, 2013 - Oct 16, 2013 | -11.78% Jun 8, 2021 - Oct 15, 2021 |
| #6 | -7.50% Dec 31, 2013 - Feb 28, 2014 | -10.78% Apr 5, 2024 - Nov 18, 2024 |
| #7 | -6.79% Apr 11, 2013 - May 2, 2013 | -10.78% Jan 26, 2018 - May 16, 2018 |
| #8 | -5.99% Apr 3, 2014 - May 23, 2014 | -10.77% Mar 25, 2022 - Jun 7, 2022 |
| #9 | -5.82% Jul 23, 2014 - Aug 11, 2014 | -9.30% Jan 12, 2022 - Feb 9, 2022 |
| #10 | -5.78% Mar 4, 2014 - Apr 3, 2014 | -9.14% Nov 8, 2021 - Jan 4, 2022 |
| #11 | -5.74% Aug 17, 2012 - Sep 14, 2012 | -8.94% Feb 9, 2022 - Mar 25, 2022 |
| #12 | -5.56% Nov 26, 2013 - Dec 20, 2013 | -6.45% Jun 11, 2018 - Aug 29, 2018 |
| #13 | -5.48% Feb 13, 2013 - Mar 5, 2013 | -6.22% Jul 25, 2017 - Sep 22, 2017 |
| #14 | -4.98% Nov 19, 2010 - Dec 7, 2010 | -4.95% Nov 11, 2025 - Nov 28, 2025 |
| #15 | -4.95% Oct 22, 2013 - Nov 26, 2013 | -4.18% Sep 26, 2025 - Nov 11, 2025 |
Correlation
Correlation between SEMG and EQRR is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2013 - 2026)
SEMG vs EQRR dividend yield comparison.
| Year | SEMG | EQRR |
|---|---|---|
| 2026 | 0.00% | 0.29% |
| 2025 | 0.05% | 1.70% |
| 2024 | 0.00% | 2.17% |
| 2023 | 0.00% | 2.77% |
| 2022 | 0.00% | 2.34% |
| 2021 | 0.00% | 1.71% |
| 2020 | 0.00% | 2.17% |
| 2019 | 12.58% | 2.05% |
| 2018 | 13.72% | 2.47% |
| 2017 | 5.96% | 0.69% |
| 2016 | 5.89% | 0.00% |
| 2015 | 5.51% | 0.00% |
| 2014 | 1.51% | 0.00% |
| 2013 | 0.92% | 0.00% |
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