FITZ vs. CLCG

Last updated Jul 8, 2026

FITZ (Fitz-Gerald Must Have Portfolio ETF) and CLCG (Crossmark Large Cap Growth ETF) are both Large Cap Growth Equities funds. Both are actively managed. Their correlation of 0.80 suggests significant overlap in exposure. FITZ charges 0.75%/yr vs 0.50%/yr for CLCG.

Performance

FITZ vs. CLCG - Performance Comparison

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

Returns By Period

FITZ

• 1D: -0.53%
• 1M: 1.78%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

CLCG

• 1D: -1.28%
• 1M: 0.01%
• 6M: 4.97%
• YTD: 5.58%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

FITZ vs. CLCG - Yearly Performance Comparison

	2026 (YTD)
FITZ Fitz-Gerald Must Have Portfolio ETF	-1.72%
CLCG Crossmark Large Cap Growth ETF	-2.04%

Correlation

The correlation between FITZ and CLCG is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 28, 2026	0.80

Return for Risk

FITZ vs. CLCG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fitz-Gerald Must Have Portfolio ETF (FITZ) and Crossmark Large Cap Growth ETF (CLCG). 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.

Drawdowns

FITZ vs. CLCG - Drawdown Comparison

The maximum FITZ drawdown since its inception was -7.37%, smaller than the maximum CLCG drawdown of -16.32%. Use the drawdown chart below to compare losses from any high point for FITZ and CLCG.

Drawdown Indicators

	FITZ	CLCG	Difference
Max Drawdown Largest peak-to-trough decline	-7.37%	-16.32%	+8.95%
Current Drawdown Current decline from peak	-3.11%	-4.32%	+1.21%
Average Drawdown Average peak-to-trough decline	-4.03%	-3.85%	-0.18%

Volatility

Volatility by Period

	FITZ	CLCG	Difference
Volatility (1Y) Calculated over the trailing 1-year period	17.03%	17.72%	-0.69%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.03%	17.72%	-0.69%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.03%	17.72%	-0.69%

FITZ vs. CLCG - Expense Ratio Comparison

FITZ has a 0.75% expense ratio, which is higher than CLCG's 0.50% expense ratio.

Dividends

FITZ vs. CLCG - Dividend Comparison

FITZ has not paid dividends to shareholders, while CLCG's dividend yield for the trailing twelve months is around 0.06%.

Position	TTM	2025
CLCG Crossmark Large Cap Growth ETF	0.06%	0.07%
FITZ Fitz-Gerald Must Have Portfolio ETF	0.00%	0.00%

Frequently Asked Questions

Can I hold both FITZ and CLCG in my portfolio?

FITZ and CLCG have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, FITZ or CLCG?

On fees, CLCG is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, FITZ or CLCG?

CLCG is cheaper with a 0.50% expense ratio, compared with 0.75% for FITZ.

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

CLCG has the higher dividend yield at 0.06%, compared with 0.00% for FITZ.

What is the main difference between FITZ and CLCG?

They also come from different issuers: Nicholas and Crossmark. Their fees differ too: 0.75% for FITZ and 0.50% for CLCG.