BGRO vs. FITZ
BGRO (BlackRock Large Cap Growth ETF) and FITZ (Fitz-Gerald Must Have Portfolio ETF) are both Large Cap Growth Equities funds. Both are actively managed. At a 0.30 correlation, their price movements are largely independent. BGRO charges 0.55%/yr vs 0.75%/yr for FITZ.
Performance
BGRO vs. FITZ - Performance Comparison
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Returns By Period
BGRO
- 1D
- 0.03%
- 1M
- 7.41%
- YTD
- 13.75%
- 6M
- 13.14%
- 1Y
- 24.69%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FITZ
- 1D
- -0.20%
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BGRO vs. FITZ - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
BGRO BlackRock Large Cap Growth ETF | 0.28% |
FITZ Fitz-Gerald Must Have Portfolio ETF | -1.66% |
Correlation
The correlation between BGRO and FITZ is 0.30, 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 | 0.30 |
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Return for Risk
BGRO vs. FITZ — Risk / Return Rank
BGRO
FITZ
BGRO vs. FITZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Large Cap Growth ETF (BGRO) 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.
| BGRO | FITZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.24 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.41 | — | — |
| Martin ratioReturn relative to average drawdown | 4.71 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BGRO | FITZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | -7.29 | +8.11 |
Drawdowns
BGRO vs. FITZ - Drawdown Comparison
The maximum BGRO drawdown since its inception was -24.94%, which is greater than FITZ's maximum drawdown of -1.97%. Use the drawdown chart below to compare losses from any high point for BGRO and FITZ.
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Drawdown Indicators
| BGRO | FITZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.94% | -1.97% | -22.97% |
Max Drawdown (1Y)Largest decline over 1 year | -17.64% | — | — |
Current DrawdownCurrent decline from peak | -2.02% | -1.97% | -0.05% |
Average DrawdownAverage peak-to-trough decline | -4.75% | -1.08% | -3.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.26% | — | — |
Volatility
BGRO vs. FITZ - Volatility Comparison
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Volatility by Period
| BGRO | FITZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.93% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 14.23% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 18.17% | 8.74% | +9.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.54% | 8.74% | +14.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.54% | 8.74% | +14.80% |
BGRO vs. FITZ - Expense Ratio Comparison
BGRO has a 0.55% expense ratio, which is lower than FITZ's 0.75% expense ratio.
Dividends
BGRO vs. FITZ - Dividend Comparison
BGRO's dividend yield for the trailing twelve months is around 0.03%, while FITZ has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
BGRO BlackRock Large Cap Growth ETF | 0.03% | 0.04% |
FITZ Fitz-Gerald Must Have Portfolio ETF | 0.00% | 0.00% |
Frequently Asked Questions
BGRO and FITZ have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BGRO is cheaper at 0.55% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BGRO is cheaper with a 0.55% expense ratio, compared with 0.75% for FITZ.
BGRO has the higher dividend yield at 0.03%, compared with 0.00% for FITZ.
They also come from different issuers: iShares and Nicholas. Their fees differ too: 0.55% for BGRO and 0.75% for FITZ.
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