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SGRTvsPSETETF Comparison
SMART Earnings Growth 30 ETF (SGRT) belongs to the US Large Cap segment. Principal Quality ETF (PSET) is part of the US Multi-Factor segment. Both ETFs have the same top 3 sector exposures: Information Technology, Industrials and Health Care. SGRT is more expensive with a Total Expense Ratio (TER) of 0.59%, versus 0.15% for PSET. SGRT is up 8.53% year-to-date (YTD) with -$5M in YTD flows. PSET performs worse with -4.76% YTD performance, and -$2M in YTD flows. Run a side-by-side ETF comparison of SGRT and PSET below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
SGRT vs PSET performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SGRT PSET | -1.25%-2.39% | +11.20%-5.88% | +8.53%-4.76% | n/a+10.39% | n/a+49.92% | n/a+60.00% |
| Flows | SGRT PSET | -$594K- | +$7M-$2M | -$5M-$2M | --$32M | --$11M | --$14M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SGRT PSET | +31.65%+12.86% | n/a+19.36% | n/a+16.53% | n/a+17.43% |
| Max drawdown | SGRT PSET | -10.07%-6.78% | n/a-14.44% | n/a-22.15% | n/a-25.48% |
| Max drawdown duration | SGRT PSET | 10d59d | n/a45d | n/a181d | n/a709d |
SGRT | PSET | |
Last sale 3/13/2026 at 1:30 PM | $26.98 | $70.54 |
| Previous close 03/12/2026 | $27.11 | $70.97 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
SGRT | PSET | |
|---|---|---|
| Last price | $26.98 | $70.54 |
| 1D performance | -0.48% | -0.61% |
| AuM | $29.81 M | $31.96 M |
| E/R | 0.59% | 0.15% |
SGRT | PSET | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | SmartWays ETFs | Principal Global Investors |
| Benchmark | - | - |
| N° of holdings | 24 | 72 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | August 20, 2025 | March 21, 2016 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the SGRT and PSET ETFs performed in 2026?
As of March 12, 2026, SGRT is up 8.53% year-to-date (YTD), while PSET has lost -4.76%. That puts SGRT better performer ahead so far this year.
Which ETF is attracting more investor money: SGRT or PSET?
Year-to-date, the SGRT ETF saw -$5M in flows, compared to -$2M for PSET.
Which ETF is bigger: SGRT or PSET?
As of March 12, 2026, SGRT holds $29.81 M in assets under management (AUM), while PSET manages $31.96 M.
What sectors do the SGRT and PSET ETFs invest in?
SGRT leans toward sectors like Information Technology, Industrials and Health Care. Meanwhile, PSET focuses on Information Technology, Industrials and Health Care.
What are the top holdings of the SGRT ETF and PSET ETF?
SGRT top holdings include MICRON TECHNOLOGY, LILLY and APPLOVIN. PSET holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: SGRT or PSET?
SGRT holds 25 securities with 83.53% of its assets in the top 15. PSET has 75 securities and a top 15 weight of 41.55%.
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