FITZ vs. SGRT

Last updated Jun 5, 2026

FITZ (Fitz-Gerald Must Have Portfolio ETF) and SGRT (SMART Earnings Growth 30 ETF) are both Large Cap Growth Equities funds. Both are actively managed. At a correlation of -0.10, they often move in opposite directions. FITZ charges 0.75%/yr vs 0.59%/yr for SGRT.

Performance

FITZ vs. SGRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fitz-Gerald Must Have Portfolio ETF (FITZ) and SMART Earnings Growth 30 ETF (SGRT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

FITZ

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

SGRT

• 1D: -1.69%
• 1M: 9.59%
• YTD: 48.90%
• 6M: 51.74%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

FITZ vs. SGRT - Yearly Performance Comparison

	2026 (YTD)
FITZ Fitz-Gerald Must Have Portfolio ETF	-1.66%
SGRT SMART Earnings Growth 30 ETF	1.86%

Correlation

The correlation between FITZ and SGRT is -0.10, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 29, 2026	-0.10

Return for Risk

FITZ vs. SGRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fitz-Gerald Must Have Portfolio ETF (FITZ) and SMART Earnings Growth 30 ETF (SGRT). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	FITZ	SGRT	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	-7.29	3.63	-10.92

Drawdowns

FITZ vs. SGRT - Drawdown Comparison

The maximum FITZ drawdown since its inception was -1.97%, smaller than the maximum SGRT drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for FITZ and SGRT.

Drawdown Indicators

	FITZ	SGRT	Difference
Max Drawdown Largest peak-to-trough decline	-1.97%	-17.87%	+15.90%
Current Drawdown Current decline from peak	-1.97%	-1.69%	-0.28%
Average Drawdown Average peak-to-trough decline	-1.08%	-3.10%	+2.02%

Volatility

Volatility by Period

	FITZ	SGRT	Difference
Volatility (1Y) Calculated over the trailing 1-year period	8.74%	33.40%	-24.66%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	8.74%	33.40%	-24.66%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	8.74%	33.40%	-24.66%

FITZ vs. SGRT - Expense Ratio Comparison

FITZ has a 0.75% expense ratio, which is higher than SGRT's 0.59% expense ratio.

Dividends

FITZ vs. SGRT - Dividend Comparison

FITZ has not paid dividends to shareholders, while SGRT's dividend yield for the trailing twelve months is around 0.11%.

Position	TTM	2025
FITZ Fitz-Gerald Must Have Portfolio ETF	0.00%	0.00%
SGRT SMART Earnings Growth 30 ETF	0.11%	0.16%

Frequently Asked Questions

Can I hold both FITZ and SGRT in my portfolio?

FITZ and SGRT have a correlation of -0.10, 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 SGRT?

On fees, SGRT is cheaper at 0.59% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, FITZ or SGRT?

SGRT is cheaper with a 0.59% expense ratio, compared with 0.75% for FITZ.

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

SGRT has the higher dividend yield at 0.11%, compared with 0.00% for FITZ.

What is the main difference between FITZ and SGRT?

Their fees differ too: 0.75% for FITZ and 0.59% for SGRT.