FITZ vs. IUSG
FITZ (Fitz-Gerald Must Have Portfolio ETF) and IUSG (iShares Core S&P U.S. Growth ETF) are both Large Cap Growth Equities funds. FITZ is actively managed, while IUSG is passively managed. Their 0.78 correlation means they have sometimes moved together and sometimes differently. FITZ charges 0.75%/yr vs 0.04%/yr for IUSG.
Performance
FITZ vs. IUSG - Performance Comparison
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Returns By Period
FITZ
- 1D
- 1.02%
- 1M
- 0.27%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
IUSG
- 1D
- 2.17%
- 1M
- 1.92%
- 6M
- 11.50%
- YTD
- 12.72%
- 1Y
- 24.41%
- 3Y*
- 25.35%
- 5Y*
- 13.30%
- 10Y*
- 17.20%
- ALL TIME*
- 8.19%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $756.61K | $815.77K | $3.65M | |
| $105.73M | $92.27M | $99.82M |
FITZ vs. IUSG - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
FITZ Fitz-Gerald Must Have Portfolio ETF | -1.89% |
IUSG iShares Core S&P U.S. Growth ETF | 0.09% |
Correlation
The correlation between FITZ and IUSG is 0.78, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since May 28, 2026 | 0.78 |
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Return for Risk
FITZ vs. IUSG — Risk / Return Rank
FITZ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IUSG
FITZ vs. IUSG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fitz-Gerald Must Have Portfolio ETF (FITZ) and iShares Core S&P U.S. Growth ETF (IUSG). 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.
| FITZ | IUSG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.24 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.88 | — |
| Martin ratioReturn relative to average drawdown | — | 6.96 | — |
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Drawdowns
FITZ vs. IUSG - Drawdown Comparison
The maximum FITZ drawdown since its inception was -7.37%, smaller than the maximum IUSG drawdown of -63.41%. Use the drawdown chart below to compare losses from any high point for FITZ and IUSG.
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Drawdown Indicators
| FITZ | IUSG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.37% | -63.41% | +56.04% |
Max Drawdown (1Y)Largest decline over 1 year | — | -13.07% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -22.28% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -32.21% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.35% | — |
Current DrawdownCurrent decline from peak | -3.28% | -2.17% | -1.11% |
Average DrawdownAverage peak-to-trough decline | -4.01% | -21.33% | +17.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.52% | — |
Volatility
FITZ vs. IUSG - Volatility Comparison
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Volatility by Period
| FITZ | IUSG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 6.24% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 14.68% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 14.90% | 17.84% | -2.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.90% | 21.22% | -6.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.90% | 20.55% | -5.65% |
FITZ vs. IUSG - Expense Ratio Comparison
FITZ has a 0.75% expense ratio, which is higher than IUSG's 0.04% expense ratio.
Dividends
FITZ vs. IUSG - Dividend Comparison
FITZ has not paid dividends to shareholders, while IUSG's dividend yield for the trailing twelve months is around 0.49%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
IUSG iShares Core S&P U.S. Growth ETF | 0.49% | 0.53% | 0.59% | 1.12% | 1.07% | 0.59% | 0.93% | 1.64% | 1.32% | 1.28% | 1.48% | 1.29% |
Frequently Asked Questions
FITZ and IUSG have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSG is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSG is cheaper with a 0.04% expense ratio, compared with 0.75% for FITZ.
IUSG has the higher dividend yield at 0.49%, compared with 0.00% for FITZ.
They also come from different issuers: Nicholas and iShares. Their fees differ too: 0.75% for FITZ and 0.04% for IUSG.
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