CGGG vs. FITZ

Last updated Jun 5, 2026

CGGG (Capital Group U.S. Large Growth ETF) and FITZ (Fitz-Gerald Must Have Portfolio ETF) are both Large Cap Growth Equities funds. Both are actively managed. A 0.60 correlation means they provide meaningful diversification when combined. CGGG charges 0.39%/yr vs 0.75%/yr for FITZ.

Performance

CGGG vs. FITZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Capital Group U.S. Large Growth ETF (CGGG) and Fitz-Gerald Must Have Portfolio ETF (FITZ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

CGGG

• 1D: -0.13%
• 1M: 1.43%
• YTD: 1.87%
• 6M: 1.75%
• 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)

CGGG vs. FITZ - Yearly Performance Comparison

	2026 (YTD)
CGGG Capital Group U.S. Large Growth ETF	-1.30%
FITZ Fitz-Gerald Must Have Portfolio ETF	-1.66%

Correlation

The correlation between CGGG and FITZ is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 29, 2026	0.60

Return for Risk

CGGG vs. FITZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Capital Group U.S. Large Growth ETF (CGGG) 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

	CGGG	FITZ	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	0.77	-7.29	+8.06

Drawdowns

CGGG vs. FITZ - Drawdown Comparison

The maximum CGGG drawdown since its inception was -17.75%, which is greater than FITZ's maximum drawdown of -1.97%. Use the drawdown chart below to compare losses from any high point for CGGG and FITZ.

Drawdown Indicators

	CGGG	FITZ	Difference
Max Drawdown Largest peak-to-trough decline	-17.75%	-1.97%	-15.78%
Current Drawdown Current decline from peak	-2.11%	-1.97%	-0.14%
Average Drawdown Average peak-to-trough decline	-3.79%	-1.08%	-2.71%

Volatility

Volatility by Period

	CGGG	FITZ	Difference
Volatility (1Y) Calculated over the trailing 1-year period	17.46%	8.74%	+8.72%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.46%	8.74%	+8.72%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.46%	8.74%	+8.72%

CGGG vs. FITZ - Expense Ratio Comparison

CGGG has a 0.39% expense ratio, which is lower than FITZ's 0.75% expense ratio.

Dividends

CGGG vs. FITZ - Dividend Comparison

CGGG's dividend yield for the trailing twelve months is around 0.07%, while FITZ has not paid dividends to shareholders.

Position	TTM	2025
CGGG Capital Group U.S. Large Growth ETF	0.07%	0.07%
FITZ Fitz-Gerald Must Have Portfolio ETF	0.00%	0.00%

Frequently Asked Questions

Can I hold both CGGG and FITZ in my portfolio?

CGGG and FITZ have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, CGGG or FITZ?

On fees, CGGG is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, CGGG or FITZ?

CGGG is cheaper with a 0.39% expense ratio, compared with 0.75% for FITZ.

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

CGGG has the higher dividend yield at 0.07%, compared with 0.00% for FITZ.

What is the main difference between CGGG and FITZ?

They also come from different issuers: Capital Group and Nicholas. Their fees differ too: 0.39% for CGGG and 0.75% for FITZ.