XTR vs SGRW
Comparison between GLOBAL X S&P 500 TAIL RISK ETF (XTR, ETF) and HARBOR ACTIVE SMALL CAP GROWTH ETF (SGRW, ETF).
XTR vs SGRW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XTR
$4M
Winner
SGRW
$4.10M
Expense Ratio
Winner
XTR
0.25%
SGRW
0.80%
Max Drawdown
XTR
28.41%
Winner
SGRW
16.25%
Sharpe Ratio
XTR
1.34
Winner
SGRW
1.45
5Y Beta
Winner
XTR
0.74
SGRW
1.68
P/E Ratio
XTR
27.81
Winner
SGRW
-72.92
Forward P/E
Winner
XTR
21.39
SGRW
23.50
5Y EPS CAGR
Winner
XTR
28.42%
SGRW
14.58%
Debt to Equity
Winner
XTR
40.74%
SGRW
52.62%
P/S Ratio
Winner
XTR
3.58
SGRW
3.73
P/B Ratio
XTR
5.47
Winner
SGRW
4.82
XTR vs SGRW - Holdings Comparison
XTR and SGRW have 2 common holdings. Overlap is 0.00%
XTR's top 25 holdings weight is 49.57%. SGRW's top 25 holdings weight is 45.43%.
| Rank | XTR | SGRW |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.99% | DIGITAL TURBINE INC (APPS) - 3.62% |
| #2 | APPLE INC (AAPL) - 6.73% | SILICON MOTION TECHNOLOGY CORP ADR (SIMO) - 3.32% |
| #3 | MICROSOFT CORP (MSFT) - 4.73% | n/a (PRCH) - 2.92% |
| #4 | AMAZON.COM INC (AMZN) - 3.76% | US DOLLAR (n/a) - 2.69% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.37% | n/a (INDI) - 2.33% |
| #6 | BROADCOM INC (AVGO) - 2.93% | n/a (FPS) - 2.18% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.71% | MATERION CORP (MTRN) - 2.08% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.02% | CASELLA WASTE SYSTEMS INC CLASS A (CWST) - 1.96% |
| #9 | TESLA INC (TSLA) - 1.75% | FTAI AVIATION LTD (FTAI) - 1.86% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.67% | GATES INDUSTRIAL CORP PLC (GTES) - 1.83% |
| #11 | ELI LILLY AND CO (LLY) - 1.46% | CARPENTER TECHNOLOGY CORP (CRS) - 1.80% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% | RBC BEARINGS INC (RBC) - 1.71% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.33% | SI-BONE INC (SIBN) - 1.63% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.22% | MODINE MANUFACTURING CO (MOD) - 1.61% |
| #15 | EXXON MOBIL CORP (XOM) - 0.98% | MAGNITE INC (MGNI) - 1.61% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.90% | ONTO INNOVATION INC (ONTO) - 1.59% |
| #17 | VISA INC CLASS A (V) - 0.85% | DAVE INC ORDINARY SHARES CLASS A (DAVE) - 1.55% |
| #18 | WALMART INC (WMT) - 0.82% | TEXAS CAPITAL BANCSHARES INC (TCBI) - 1.54% |
| #19 | INTEL CORP (INTC) - 0.80% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.36% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.77% | BIOLIFE SOLUTIONS INC (BLFS) - 1.22% |
| #21 | WESTERN DIGITAL CORP (WDC) - 0.28% | ORTHOPEDIATRICS CORP (KIDS) - 1.09% |
| #22 | THE WALT DISNEY CO (DIS) - 0.28% | TTM TECHNOLOGIES INC (TTMI) - 1.00% |
| #23 | UNION PACIFIC CORP (UNP) - 0.27% | CELLEBRITE DI LTD (CLBT) - 0.99% |
| #24 | BOEING CO (BA) - 0.27% | UNUSUAL MACHINES INC (UMAC) - 0.98% |
| #25 | AMGEN INC (AMGN) - 0.27% | VEECO INSTRUMENTS INC (VECO) - 0.96% |
| Total Holdings | 465 | 140 |
XTR vs SGRW - Historical Returns
Returns include dividend reinvestment.
1M
XTR
+0.25%
Winner
SGRW
+9.18%
3M
XTR
+9.77%
Winner
SGRW
+30.33%
6M
XTR
+7.05%
Winner
SGRW
+17.87%
1Y
XTR
+19.36%
SGRW
N/A
5Y(CAGR)
XTR
+9.47%
SGRW
N/A
Max(CAGR)
XTR
+9.47%
Winner
SGRW
+50.06%
XTR vs SGRW - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | XTR | SGRW |
|---|---|---|
| 2026 | +6.98% | +17.87% |
| 2025 | +13.89% | N/A |
| 2024 | +22.78% | N/A |
| 2023 | +21.51% | N/A |
| 2022 | -18.02% | N/A |
| 2021 | +4.44% | N/A |
XTR vs SGRW Drawdown Comparison
The maximum drawdown for XTR was -20.82%, occurring on Oct 14, 2022. Recovery took 516 trading sessions.
The maximum drawdown for SGRW was -16.25%, occurring on Mar 30, 2026. Recovery took 59 trading sessions.
The current XTR drawdown is -2.37%.
| Rank | XTR | SGRW |
|---|---|---|
| #1 | -20.82% Dec 29, 2021 - Jan 19, 2024 | -16.25% Jan 22, 2026 - Apr 17, 2026 |
| #2 | -14.35% Feb 19, 2025 - Jul 2, 2025 | -5.59% May 6, 2026 - May 22, 2026 |
| #3 | -8.51% Feb 2, 2026 - Apr 17, 2026 | -4.60% Jun 4, 2026 - Jun 12, 2026 |
| #4 | -7.14% Jul 16, 2024 - Sep 19, 2024 | -2.99% Apr 20, 2026 - Apr 30, 2026 |
| #5 | -5.14% Mar 28, 2024 - May 15, 2024 | -0.97% Jun 2, 2026 - Jun 4, 2026 |
| #6 | -5.02% Sep 3, 2021 - Oct 28, 2021 | -0.59% Jan 15, 2026 - Jan 21, 2026 |
| #7 | -4.53% Oct 29, 2025 - Dec 11, 2025 | N/A |
| #8 | -4.32% Jun 2, 2026 - Jun 10, 2026 | N/A |
| #9 | -4.15% Dec 6, 2024 - Feb 14, 2025 | N/A |
| #10 | -3.63% Nov 18, 2021 - Dec 10, 2021 | N/A |
| #11 | -2.78% Nov 8, 2024 - Dec 2, 2024 | N/A |
| #12 | -2.70% Dec 10, 2021 - Dec 27, 2021 | N/A |
| #13 | -2.57% Oct 14, 2024 - Nov 6, 2024 | N/A |
| #14 | -2.52% Dec 11, 2025 - Dec 24, 2025 | N/A |
| #15 | -2.47% Oct 8, 2025 - Oct 24, 2025 | N/A |
Correlation
Correlation between XTR and SGRW is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
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