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SGRTvsJMOMETF Comparison

ETF 1
SGRT

SMART Earnings Growth 30 ETF

This fund is part of
US Large Cap
-0.42%
VS
ETF 2
JMOM

JPMorgan US Momentum Factor ETF

This fund is part of
US Multi-Factor
-0.38%

SMART Earnings Growth 30 ETF (SGRT) belongs to the US Large Cap segment. JPMorgan US Momentum Factor ETF (JMOM) is part of the US Multi-Factor segment. SGRT's top 3 sector exposures are Information Technology, Industrials and Health Care. In contrast, JMOM's top sector exposures are Information Technology, Industrials and Financials. SGRT is more expensive with a Total Expense Ratio (TER) of 0.59%, versus 0.12% for JMOM. SGRT is up 23.6% year-to-date (YTD) with -$3M in YTD flows. JMOM performs worse with 9.9% YTD performance, and +$210M in YTD flows. Run a side-by-side ETF comparison of SGRT and JMOM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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SGRT vs JMOM performance and flow charts

Performance

0510152025%Mar 30Apr 7Apr 14Apr 21Apr 28

Cumulative Flows

-10 M0 M10 M20 M30 M40 MMar 30Apr 7Apr 14Apr 21Apr 28

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Historic performance and flows
Data as of 04/28/2026
1M3MYTD1Y3Y5Y
Perf.
SGRT
JMOM
+20.35%+13.81%
+13.91%+5.63%
+23.60%+9.90%
n/a+33.01%
n/a+94.68%
n/a+87.68%
Flows
SGRT
JMOM
+$4M+$40M
+$858K+$94M
-$3M+$210M
-+$347M
-+$1.24B
-+$1.33B
Volatility and drawdown
3M1Y3Y5Y
Volatility
SGRT
JMOM
+37.02%+18.89%
n/a+14.14%
n/a+16.28%
n/a+18.60%
Max drawdown
SGRT
JMOM
-12.95%-7.91%
n/a-7.91%
n/a-19.32%
n/a-28.26%
Max drawdown duration
SGRT
JMOM
36d36d
n/a36d
n/a125d
n/a804d
Trading data

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SGRT
JMOM
Last sale
4/29/2026 at 1:30 PM
$30.92
$74.77
Previous close
04/28/2026
$30.84
$74.79
Consolidated volume
04/28/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
Replication quality
Data as of March 31, 2026
1-year trailing difference

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SGRT
is actively managed and doesn’t replicate an index

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SGRT
JMOM
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst
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Main metrics
Last update 4/29/2026 at 1:30 PM
Live
Closed
SGRT
JMOM
Last price
$30.92
$74.77
1D performance
+0.25%
-0.03%
AuM$33.95 M$2.14 B
E/R0.59%0.12%
Characteristics
SGRT
JMOM
Management strategyActivePassive
ProviderSmartWays ETFsJ.P. Morgan Asset Management
Benchmark-JP Morgan US Momentum Factor Index
N° of holdings19253
Asset class-Equities
Trailing 12m distribution yield
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Inception dateAugust 20, 2025November 9, 2017
ESGNoNo
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Exposure

Countries

SGRT
USA
88.08%
Other
11.92%
JMOM
USA
95.63%
Other
4.37%

Sectors

SGRT
Information Techn.
36.87%
Industrials
13.35%
Health Care
9.09%
Energy
8.54%
Other
32.15%
JMOM
Information Techn.
31.16%
Industrials
12.36%
Financials
10.29%
Health Care
9.71%
Communication Ser.
7.71%
Other
28.77%
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Diversification

SGRT

Total weight of top 15 holdings out of 15

75.9%
JMOM

Total weight of top 15 holdings out of 15

24.03%

Top 15 holdings

Data as of March 31, 2026
SGRT
CORNING
8.99%
LUMENTUM HOLDINGS
7.48%
NVIDIA
7.41%
MICRON TECHNOLOGY
5.98%
MICHAEL STORES
5.36%
VERTIV HOLDINGS
5.29%
EXXON
5.18%
EDISON INTERNATIONAL
4.62%
LILLY
4.58%
MERCK & CO INC
4.51%
WESTERN DIGITAL
3.98%
US10950A1060
3.43%
CHEVRON TEXACO
3.36%
ANALOG DEVICES
3.03%
KRATOS DEFENSE AND SECURITY SOLS
2.70%
JMOM
JOHNSON&JOHNSON
1.97%
NVIDIA
1.96%
ALPHABET INC-CL
1.91%
BROADCOM LIMITED
1.89%
APPLE
1.85%
WALMART INC
1.76%
BERKSHIRE HATHWAY
1.76%
META PLATFORMS
1.59%
MICROSOFT-T
1.59%
COSTCO WHOLESALE
1.51%
MICRON TECHNOLOGY
1.41%
NETFLIX
1.30%
ADVANCED MICRO DEVICES
1.21%
CATERPILLAR
1.19%
PALANTIR TECHNOLOGIES
1.14%
Frequently asked questions about SGRT and JMOM

How have the SGRT and JMOM ETFs performed in 2026?

As of April 28, 2026, SGRT is up 23.6% year-to-date (YTD), while JMOM has returned 9.9%. That puts SGRT better performer ahead so far this year.

Which ETF is attracting more investor money: SGRT or JMOM?

Year-to-date, the SGRT ETF saw -$3M in flows, compared to +$210M for JMOM.

Which ETF is bigger: SGRT or JMOM?

As of April 28, 2026, SGRT holds $33.95 M in assets under management (AUM), while JMOM manages $2.14 B.

What sectors do the SGRT and JMOM ETFs invest in?

SGRT leans toward sectors like Information Technology, Industrials and Health Care. Meanwhile, JMOM focuses on Information Technology, Industrials and Financials.

What are the top holdings of the SGRT ETF and JMOM ETF?

SGRT top holdings include CORNING, LUMENTUM HOLDINGS and NVIDIA. JMOM holds in its top three: JOHNSON&JOHNSON, NVIDIA and ALPHABET INC-CL.

Which ETF is more diversified: SGRT or JMOM?

SGRT holds 21 securities with 75.9% of its assets in the top 15. JMOM has 274 securities and a top 15 weight of 24.03%.

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