DGRO vs. FITZ
DGRO (iShares Core Dividend Growth ETF) and FITZ (Fitz-Gerald Must Have Portfolio ETF) are both Large Cap Growth Equities funds. DGRO is passively managed, while FITZ is actively managed. A 0.70 correlation means they provide meaningful diversification when combined. DGRO charges 0.08%/yr vs 0.75%/yr for FITZ.
Performance
DGRO vs. FITZ - Performance Comparison
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Returns By Period
DGRO
- 1D
- 0.81%
- 1M
- 3.27%
- YTD
- 9.64%
- 6M
- 9.87%
- 1Y
- 23.89%
- 3Y*
- 17.46%
- 5Y*
- 10.72%
- 10Y*
- 13.34%
FITZ
- 1D
- -0.20%
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DGRO vs. FITZ - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
DGRO iShares Core Dividend Growth ETF | 1.46% |
FITZ Fitz-Gerald Must Have Portfolio ETF | -1.66% |
Correlation
The correlation between DGRO and FITZ is 0.70, 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 | 0.70 |
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Return for Risk
DGRO vs. FITZ — Risk / Return Rank
DGRO
FITZ
DGRO vs. FITZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Dividend Growth ETF (DGRO) 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.
| DGRO | FITZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.46 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.71 | — | — |
| Martin ratioReturn relative to average drawdown | 14.33 | — | — |
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
| DGRO | FITZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.53 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | -7.29 | +8.06 |
Drawdowns
DGRO vs. FITZ - Drawdown Comparison
The maximum DGRO drawdown since its inception was -35.10%, which is greater than FITZ's maximum drawdown of -1.97%. Use the drawdown chart below to compare losses from any high point for DGRO and FITZ.
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Drawdown Indicators
| DGRO | FITZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.10% | -1.97% | -33.13% |
Max Drawdown (1Y)Largest decline over 1 year | -6.47% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -14.03% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -19.31% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -35.10% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.97% | +1.97% |
Average DrawdownAverage peak-to-trough decline | -3.44% | -1.08% | -2.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.67% | — | — |
Volatility
DGRO vs. FITZ - Volatility Comparison
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Volatility by Period
| DGRO | FITZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.24% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 6.94% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 9.49% | 8.74% | +0.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.82% | 8.74% | +5.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.62% | 8.74% | +7.88% |
DGRO vs. FITZ - Expense Ratio Comparison
DGRO has a 0.08% expense ratio, which is lower than FITZ's 0.75% expense ratio.
Dividends
DGRO vs. FITZ - Dividend Comparison
DGRO's dividend yield for the trailing twelve months is around 1.94%, while FITZ has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRO iShares Core Dividend Growth ETF | 1.94% | 2.09% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% |
FITZ Fitz-Gerald Must Have Portfolio ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
DGRO and FITZ have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DGRO is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DGRO is cheaper with a 0.08% expense ratio, compared with 0.75% for FITZ.
DGRO has the higher dividend yield at 1.94%, compared with 0.00% for FITZ.
They also come from different issuers: iShares and Nicholas. Their fees differ too: 0.08% for DGRO and 0.75% for FITZ.
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