DUNK vs. FITZ
DUNK (Dana Unconstrained Equity ETF) and FITZ (Fitz-Gerald Must Have Portfolio ETF) are both Large Cap Growth Equities funds. Both are actively managed. A 0.59 correlation means they provide meaningful diversification when combined. Both charge a 0.75% expense ratio.
Performance
DUNK vs. FITZ - Performance Comparison
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Returns By Period
DUNK
- 1D
- 0.25%
- 1M
- 0.03%
- YTD
- -2.46%
- 6M
- -3.34%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FITZ
- 1D
- -0.75%
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DUNK vs. FITZ - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
DUNK Dana Unconstrained Equity ETF | -0.65% |
FITZ Fitz-Gerald Must Have Portfolio ETF | -5.35% |
Correlation
The correlation between DUNK and FITZ is 0.59, 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 28, 2026 | 0.59 |
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Return for Risk
DUNK vs. FITZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dana Unconstrained Equity ETF (DUNK) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
DUNK vs. FITZ - Drawdown Comparison
The maximum DUNK drawdown since its inception was -25.64%, which is greater than FITZ's maximum drawdown of -6.70%. Use the drawdown chart below to compare losses from any high point for DUNK and FITZ.
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Drawdown Indicators
| DUNK | FITZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.64% | -6.70% | -18.94% |
Current DrawdownCurrent decline from peak | -11.50% | -6.70% | -4.80% |
Average DrawdownAverage peak-to-trough decline | -10.00% | -3.80% | -6.20% |
Volatility
DUNK vs. FITZ - Volatility Comparison
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Volatility by Period
| DUNK | FITZ | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 22.25% | 17.29% | +4.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.25% | 17.29% | +4.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.25% | 17.29% | +4.96% |
DUNK vs. FITZ - Expense Ratio Comparison
Both DUNK and FITZ have an expense ratio of 0.75%.
Dividends
DUNK vs. FITZ - Dividend Comparison
Neither DUNK nor FITZ has paid dividends to shareholders.
Frequently Asked Questions
DUNK and FITZ have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.75% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
DUNK and FITZ have the same expense ratio: 0.75% per year.
DUNK and FITZ have nearly identical dividend yields, around 0.00%.
They also come from different issuers: Dana and Nicholas.
Find the right allocation for DUNK and FITZ
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