SEMG vs SGRT
Comparison between SUNCOAST SELECT GROWTH ETF (SEMG, ETF) and SMART EARNINGS GROWTH 30 ETF (SGRT, ETF).
SEMG vs SGRT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SEMG
$63M
SGRT
$63M
Expense Ratio
SEMG
0.60%
Winner
SGRT
0.59%
Max Drawdown
SEMG
90.74%
Winner
SGRT
17.87%
Sharpe Ratio
SEMG
-0.28
Winner
SGRT
1.66
5Y Beta
Winner
SEMG
0.90
SGRT
2.10
P/E Ratio
Winner
SEMG
31.23
SGRT
42.58
Forward P/E
SEMG
24.62
Winner
SGRT
21.05
PEG Ratio
SEMG
0.62
Winner
SGRT
0.15
5Y EPS CAGR
Winner
SEMG
36.62%
SGRT
26.77%
Debt to Equity
SEMG
35.54%
Winner
SGRT
-86.75%
P/S Ratio
SEMG
3.00
Winner
SGRT
1.03
P/B Ratio
SEMG
9.40
Winner
SGRT
7.67
SEMG vs SGRT - Holdings Comparison
SEMG and SGRT have 2 common holdings. Overlap is 0.19%
SEMG's top 25 holdings weight is 99.98%. SGRT's top 25 holdings weight is 100.02%.
| Rank | SEMG | SGRT |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 11.97% | VERTIV HOLDINGS CO CLASS A (VRT) - 12.18% |
| #2 | NVIDIA CORP (NVDA) - 11.18% | WESTERN DIGITAL CORP (WDC) - 10.91% |
| #3 | MICROSOFT CORP (MSFT) - 6.75% | MICRON TECHNOLOGY INC (MU) - 6.88% |
| #4 | VISA INC CLASS A (V) - 6.04% | ARROW ELECTRONICS INC (ARW) - 5.97% |
| #5 | BROADCOM INC (AVGO) - 5.44% | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 5.47% |
| #6 | APPLE INC (AAPL) - 4.99% | WELLTOWER INC (WELL) - 5.47% |
| #7 | W.W. GRAINGER INC (GWW) - 4.99% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 5.10% |
| #8 | MCKESSON CORP (MCK) - 4.90% | SOUTHERN COPPER CORP (SCCO) - 5.08% |
| #9 | ELI LILLY AND CO (LLY) - 4.62% | LUMENTUM HOLDINGS INC (LITE) - 4.83% |
| #10 | MASTERCARD INC CLASS A (MA) - 3.95% | CIENA CORP (CIEN) - 4.71% |
| #11 | META PLATFORMS INC CLASS A (META) - 3.63% | DATADOG INC CLASS A (DDOG) - 3.95% |
| #12 | STRYKER CORP (SYK) - 3.55% | STONEX GROUP INC (SNEX) - 3.75% |
| #13 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 3.50% | ADVANCED MICRO DEVICES INC (AMD) - 3.54% |
| #14 | APPLIED MATERIALS INC (AMAT) - 3.30% | MODINE MANUFACTURING CO (MOD) - 3.08% |
| #15 | S&P GLOBAL INC (SPGI) - 2.95% | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 2.93% |
| #16 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.51% | FORMFACTOR INC (FORM) - 2.74% |
| #17 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.44% | TERADYNE INC (TER) - 2.63% |
| #18 | SERVICENOW INC (NOW) - 2.03% | ASTERA LABS INC (ALAB) - 2.48% |
| #19 | AON PLC CLASS A (AON) - 2.01% | LATTICE SEMICONDUCTOR CORP (LSCC) - 2.47% |
| #20 | AMPHENOL CORP CLASS A (APH) - 2.00% | MASTEC INC (MTZ) - 1.89% |
| #21 | EATON CORP PLC (ETN) - 1.97% | ANALOG DEVICES INC (ADI) - 1.53% |
| #22 | ASML HOLDING NV ADR (ASML) - 1.87% | ARGAN INC (AGX) - 1.17% |
| #23 | TJX COMPANIES INC (TJX) - 1.79% | EVERCORE INC CLASS A (EVR) - 1.07% |
| #24 | UBER TECHNOLOGIES INC (UBER) - 1.46% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.21% |
| #25 | MOBILITY GLOBAL INC (MBGL) - 0.14% | OTHER ASSETS AND LIABILITIES (n/a) - -0.02% |
| Total Holdings | 26 | 25 |
SEMG vs SGRT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SEMG
+2.07%
SGRT
-6.01%
3M
SEMG
+2.22%
Winner
SGRT
+6.06%
6M
SEMG
-0.84%
Winner
SGRT
+27.61%
1Y
SEMG
-0.89%
Winner
SGRT
+70.83%
5Y(CAGR)
SEMG
+8.87%
SGRT
N/A
10Y(CAGR)
SEMG
+1.55%
SGRT
N/A
Max(CAGR)
SEMG
+3.80%
Winner
SGRT
+78.67%
SEMG vs SGRT - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | SEMG | SGRT |
|---|---|---|
| 2026 | -2.91% | +34.40% |
| 2025 | +8.27% | +25.25% |
| 2019 | +22.39% | N/A |
| 2018 | -51.20% | N/A |
| 2017 | -23.76% | N/A |
| 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 SGRT 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 SGRT was -17.87%, occurring on Nov 20, 2025. Recovery took 51 trading sessions.
The current SEMG drawdown is -54.21%. The current SGRT drawdown is -11.24%.
| Rank | SEMG | SGRT |
|---|---|---|
| #1 | -86.19% Sep 3, 2014 - Aug 27, 2019 | -17.87% Oct 29, 2025 - Jan 13, 2026 |
| #2 | -46.65% Mar 23, 2011 - Aug 3, 2012 | -17.64% Jun 22, 2026 - Jul 17, 2026 |
| #3 | -11.56% Oct 17, 2012 - Jan 2, 2013 | -13.16% Feb 25, 2026 - Apr 8, 2026 |
| #4 | -10.71% May 20, 2013 - Jul 5, 2013 | -11.66% Jun 3, 2026 - Jun 22, 2026 |
| #5 | -10.04% Jul 8, 2013 - Oct 16, 2013 | -7.47% May 13, 2026 - May 26, 2026 |
| #6 | -7.50% Dec 31, 2013 - Feb 28, 2014 | -5.72% Oct 8, 2025 - Oct 16, 2025 |
| #7 | -6.79% Apr 11, 2013 - May 2, 2013 | -5.71% Apr 24, 2026 - May 1, 2026 |
| #8 | -5.99% Apr 3, 2014 - May 23, 2014 | -5.17% Jan 27, 2026 - Feb 6, 2026 |
| #9 | -5.82% Jul 23, 2014 - Aug 11, 2014 | -3.36% Oct 20, 2025 - Oct 24, 2025 |
| #10 | -5.78% Mar 4, 2014 - Apr 3, 2014 | -3.14% May 6, 2026 - May 11, 2026 |
| #11 | -5.74% Aug 17, 2012 - Sep 14, 2012 | -2.09% Feb 9, 2026 - Feb 11, 2026 |
| #12 | -5.56% Nov 26, 2013 - Dec 20, 2013 | -1.77% May 11, 2026 - May 13, 2026 |
| #13 | -5.48% Feb 13, 2013 - Mar 5, 2013 | -1.71% Jan 22, 2026 - Jan 27, 2026 |
| #14 | -4.98% Nov 19, 2010 - Dec 7, 2010 | -1.54% Feb 11, 2026 - Feb 18, 2026 |
| #15 | -4.95% Oct 22, 2013 - Nov 26, 2013 | -1.53% Apr 14, 2026 - Apr 17, 2026 |
Correlation
Correlation between SEMG and SGRT is -0.07 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.07
-101
Dividend Comparison (2013 - 2025)
SEMG vs SGRT dividend yield comparison.
| Year | SEMG | SGRT |
|---|---|---|
| 2025 | 0.05% | 0.16% |
| 2019 | 12.58% | 0.00% |
| 2018 | 13.72% | 0.00% |
| 2017 | 5.96% | 0.00% |
| 2016 | 5.89% | 0.00% |
| 2015 | 5.51% | 0.00% |
| 2014 | 1.51% | 0.00% |
| 2013 | 0.92% | 0.00% |
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