For educational purposes only. Nothing on this site constitutes investment advice. Disclaimers
SGRT — SMART Earnings Growth 30 ETF
SGRT is the SMART Earnings Growth 30 ETF: a concentrated, quant-driven book of roughly 30 U.S. large-cap names chosen for durable earnings growth, run with no sector or industry constraints so the model can lean wherever the strongest growth signals sit.
SGRT price history
Total return (Yahoo adjusted close—dividends and splits per Yahoo), normalized to $10,000 at first available trade date. Educational only.
Strategy
The sub-adviser ranks U.S. large caps on proprietary earnings-growth and quality signals, then holds the highest-conviction names with no benchmark sector weights. The result is high active share and real single-stock concentration: the top position can run near 9% of the book.
Because the model is unconstrained and concentrated, tracking error versus the S&P 500 is large and a handful of holdings can drive returns. It launched in August 2025, so live history is short; the monthly holdings file is the most current read on positioning and factor tilts.
Manager and Issuer Pedigree
SGRT is sub-advised by SMART Wealth LLC and issued under the SmartWay ETFs brand on the Tidal platform, with Tidal Investments as adviser and Foreside as distributor. Tidal supplies operations and trading infrastructure to specialist managers, so the edge sits with the SMART Wealth model rather than a legacy fund complex.
SMART Wealth is a specialist quantitative shop rather than a mega complex, so consolidated assets are modest and the strategy lives or dies on the model. Verify the latest Form ADV and ETF Facts for personnel, assets, and the exact selection methodology before sizing a position.
Outperformance
Outperforms when earnings-growth leadership broadens and the market pays up for accelerating fundamentals, a growth environment where the model's highest-ranked names compound faster than the index.
Underperforms when leadership rotates to value or low volatility and concentrated growth derates, or in a choppy/sideways tape where a few stalled positions swamp the book; the favorable setup is a durable growth regime with healthy breadth, not a narrow melt-up.
Similar ETFs
| Ticker | Name | Score | MER | AUM |
|---|---|---|---|---|
| SGRT | SMART Earnings Growth 30 ETF | B+ | 0.59% | ~$58M |
| SASS | M.D. Sass Concentrated Value ETF | N/A | 0.75% | ~$70M |
| AVUV | Avantis U.S. Small Cap Value ETF | B | 0.25% | ~$24B |
| COWZ | Pacer U.S. Cash Cows 100 ETF | C | 0.49% | ~$30B |
| VFLO | VictoryShares Free Cash Flow ETF | A | 0.44% | ~$6B |
| VAMO | Cambria Value and Momentum ETF | B | 0.65% | ~$83M |
| AVDV | Avantis International Small Cap Value ETF | A | 0.36% | ~$15B |
Official ETF page
Read the official ETF page for current NAV, holdings, and documents: SmartWay ETFs (SGRT).
Grades above are based on 4–11 months of live data and should be treated as provisional. Short history may not capture a full market-cycle.