For educational purposes only. Nothing on this site constitutes investment advice. Disclaimers

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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.

Equity Efficiency:B+Capital Efficiency grades how well this ETF delivers equity-side returns relative to the capital and beta it uses, with SPY as the B baseline. Leveraged ETFs score higher when they free up capital for an alpha sleeve. Long/short and factor ETFs are graded on excess return versus SPY, net of costs. SGRT is a concentrated, quant-driven U.S. large-cap earnings-growth sleeve; capital efficiency measures its return versus SPY for the equity risk it takes.

SGRT price history

Range
+84.21%
Total return (1Y)
SGRT

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

TickerNameScoreMERAUM
SGRTSMART Earnings Growth 30 ETFB+0.59%~$58M
SASSM.D. Sass Concentrated Value ETFN/A0.75%~$70M
AVUVAvantis U.S. Small Cap Value ETFB0.25%~$24B
COWZPacer U.S. Cash Cows 100 ETFC0.49%~$30B
VFLOVictoryShares Free Cash Flow ETFA0.44%~$6B
VAMOCambria Value and Momentum ETFB0.65%~$83M
AVDVAvantis International Small Cap Value ETFA0.36%~$15B

Official ETF page

Read the official ETF page for current NAV, holdings, and documents: SmartWay ETFs (SGRT).

Beta and MER may not be accurate.
Educational content only; not investment advice. Past performance does not guarantee future results.

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.