CGGR vs. FITZ

Last updated Jun 5, 2026

CGGR (Capital Group 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. CGGR charges 0.39%/yr vs 0.75%/yr for FITZ.

Performance

CGGR vs. FITZ - Performance Comparison

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

Returns By Period

CGGR

• 1D: -0.13%
• 1M: 4.56%
• YTD: 6.16%
• 6M: 6.29%
• 1Y: 21.70%
• 3Y*: 25.62%
• 5Y*: —
• 10Y*: —

FITZ

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

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

CGGR vs. FITZ - Yearly Performance Comparison

	2026 (YTD)
CGGR Capital Group Growth ETF	-0.72%
FITZ Fitz-Gerald Must Have Portfolio ETF	-1.66%

Correlation

The correlation between CGGR 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

CGGR vs. FITZ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CGGR

CGGR Risk / Return Rank: 36
CGGR Sharpe Ratio Rank: 38
CGGR Sortino Ratio Rank: 37
CGGR Omega Ratio Rank: 38
CGGR Calmar Ratio Rank: 30
CGGR Martin Ratio Rank: 36

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CGGR vs. FITZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Capital Group Growth ETF (CGGR) 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.

	CGGR	FITZ	Difference
Sharpe ratio: Return per unit of total volatility	1.34	—	—
Sortino ratio: Return per unit of downside risk	1.88	—	—
Omega ratio: Gain probability vs. loss probability	1.24	—	—
Calmar ratio: Return relative to maximum drawdown	1.44	—	—
Martin ratio: Return relative to average drawdown	5.31	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	CGGR	FITZ	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.34	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.78	-7.29	+8.07

Drawdowns

CGGR vs. FITZ - Drawdown Comparison

The maximum CGGR drawdown since its inception was -28.90%, which is greater than FITZ's maximum drawdown of -1.97%. Use the drawdown chart below to compare losses from any high point for CGGR and FITZ.

Drawdown Indicators

	CGGR	FITZ	Difference
Max Drawdown Largest peak-to-trough decline	-28.90%	-1.97%	-26.93%
Max Drawdown (1Y) Largest decline over 1 year	-15.13%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-23.37%	—	—
Current Drawdown Current decline from peak	-1.17%	-1.97%	+0.80%
Average Drawdown Average peak-to-trough decline	-7.72%	-1.08%	-6.64%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.10%	—	—

Volatility

Volatility by Period

	CGGR	FITZ	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.17%	—	—
Volatility (6M) Calculated over the trailing 6-month period	12.40%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	16.24%	8.74%	+7.50%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.77%	8.74%	+13.03%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.77%	8.74%	+13.03%

CGGR vs. FITZ - Expense Ratio Comparison

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

Dividends

CGGR vs. FITZ - Dividend Comparison

CGGR's dividend yield for the trailing twelve months is around 0.09%, while FITZ has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022
CGGR Capital Group Growth ETF	0.09%	0.10%	0.33%	0.40%	0.33%
FITZ Fitz-Gerald Must Have Portfolio ETF	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both CGGR and FITZ in my portfolio?

CGGR 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, CGGR or FITZ?

On fees, CGGR 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, CGGR or FITZ?

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

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

CGGR has the higher dividend yield at 0.09%, compared with 0.00% for FITZ.

What is the main difference between CGGR and FITZ?

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