AKRE vs. FITZ

Last updated Jun 5, 2026

AKRE (Akre Focus ETF) and FITZ (Fitz-Gerald Must Have Portfolio ETF) are both Large Cap Growth Equities funds. Both are actively managed. At a 0.10 correlation, their price movements are largely independent. AKRE charges 0.98%/yr vs 0.75%/yr for FITZ.

Performance

AKRE vs. FITZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Akre Focus ETF (AKRE) and Fitz-Gerald Must Have Portfolio ETF (FITZ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

AKRE

• 1D: 1.88%
• 1M: 1.20%
• YTD: -16.27%
• 6M: -14.86%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

FITZ

• 1D: -0.20%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AKRE vs. FITZ - Yearly Performance Comparison

	2026 (YTD)
AKRE Akre Focus ETF	0.37%
FITZ Fitz-Gerald Must Have Portfolio ETF	-1.66%

Correlation

The correlation between AKRE and FITZ is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 29, 2026	0.10

Return for Risk

AKRE vs. FITZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Akre Focus ETF (AKRE) and Fitz-Gerald Must Have Portfolio ETF (FITZ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	AKRE	FITZ	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	-1.42	-7.29	+5.87

Drawdowns

AKRE vs. FITZ - Drawdown Comparison

The maximum AKRE drawdown since its inception was -24.18%, which is greater than FITZ's maximum drawdown of -1.97%. Use the drawdown chart below to compare losses from any high point for AKRE and FITZ.

Drawdown Indicators

	AKRE	FITZ	Difference
Max Drawdown Largest peak-to-trough decline	-24.18%	-1.97%	-22.21%
Current Drawdown Current decline from peak	-18.98%	-1.97%	-17.01%
Average Drawdown Average peak-to-trough decline	-13.07%	-1.08%	-11.99%

Volatility

Volatility by Period

	AKRE	FITZ	Difference
Volatility (1Y) Calculated over the trailing 1-year period	20.97%	8.74%	+12.23%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.97%	8.74%	+12.23%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.97%	8.74%	+12.23%

AKRE vs. FITZ - Expense Ratio Comparison

AKRE has a 0.98% expense ratio, which is higher than FITZ's 0.75% expense ratio.

Dividends

AKRE vs. FITZ - Dividend Comparison

Neither AKRE nor FITZ has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

Can I hold both AKRE and FITZ in my portfolio?

AKRE and FITZ have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, AKRE or FITZ?

On fees, FITZ is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, AKRE or FITZ?

FITZ is cheaper with a 0.75% expense ratio, compared with 0.98% for AKRE.

Which ETF pays a higher dividend yield, AKRE or FITZ?

AKRE and FITZ have nearly identical dividend yields, around 0.00%.

What is the main difference between AKRE and FITZ?

They also come from different issuers: Akre Capital and Nicholas. Their fees differ too: 0.98% for AKRE and 0.75% for FITZ.