GUSE ranks 2nd and SGRT 60th of 90 funds in the US Active Growth Category.
GUSE vs SGRT
GUSE −0.29pt a year
0.30%0.59%
SGRT 1.5×the volume
24.9K37.5K
GUSE vs SGRT Performance
+11.3%+20.3%
- GUSE 0.30%, better
- SGRT 0.59%
- GUSE $413M
- SGRT $62M
- GUSE
- SGRT +15.4%
- GUSE 122
- SGRT 25
- GUSE 24.9K sh
- SGRT 37.5K sh, better
- GUSE $45.25
- SGRT $31.57
ETF.net Grade
| Pillar | GUSE | SGRT |
|---|---|---|
| Cost | A97Higher | D38 |
| Mission | F7 | |
| Risk | A94Higher | D35 |
| Tradability | C46 | C49Higher |
| Holdings | A89Higher | C51 |
| Durability | A85Higher | D39 |
Rank among US Active Growth funds
Same Category. GUSE and SGRT are both graded against the same 90 US Active Growth funds, so their Grades compare head to head.
Our read on each fund
GUSEA
SGRTC
In short
GUSE Goldman's fundamental stock pickers hunting long-term growth in US companies, for 0.30% a year. The strategy dates to 2008 and charges well under the typical active US growth fund.
SGRT Active, concentrated, and unapologetic about it: a compact roster of U.S. large caps picked for earnings growing faster than the market, with the S&P 500 as the yardstick. Launched in 2025, so the record is still being written.
Stated mandate
GUSE The Fund seeks long-term growth of capital by investing in companies that the Investment Adviser believes are positioned for long-term growth.
SGRT The Fund seeks long-term capital appreciation. It actively invests in U.S.-listed large-cap equities selected for potential above-market earnings growth versus broader equity markets.
Why people hold it
Worth knowing
GUSE vs SGRT Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
GUSE vs SGRT Cost
Overpaying SGRT vs GUSE
$5,486
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
GUSE 0.30%
$6,149
SGRT 0.59%
$11,635
Cost over time
Year by year
| Year | GUSE | SGRT | Overpaying |
|---|---|---|---|
| 10 | $545 | $1,058 | $513 |
| 20 | $2,113 | $4,051 | $1,938 |
| 30 | $6,149 | $11,635 | $5,486 |
- 0.30%GUSE, cheaper
- 0.59%SGRT
- Middle half of US Active Growth funds
- Median 0.55%
GUSE 3rd cheapest of 90 funds
SGRT 56th cheapest of 90 funds
GUSE vs SGRT Dividends
- GUSE $0.30
- SGRT $0.04
- GUSE Dec 23, 2025
- SGRT Dec 23, 2025
- GUSE Dec 30, 2025
- SGRT Dec 24, 2025
- GUSE Irregular
- SGRT Irregular
Distribution history
GUSE vs SGRT Risk
Fall from peak · 5 years
Risk facts
- Volatility
- GUSE SGRT 36.9%
- Return per unit of risk
- GUSE SGRT 1.08
- Worst fall
- GUSE SGRT −25.0%
- Market sensitivity
- GUSE 0.94SGRT 1.91
Popular comparisons
- 0.30% · 0.18%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.59% · 0.18%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.30% · 0.39%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.59% · 0.39%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.30% · 0.18%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.59% · 0.18%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.