IQSU vs. FITZ
IQSU (IQ Candriam ESG U.S. Equity ETF) and FITZ (Fitz-Gerald Must Have Portfolio ETF) are both Large Cap Growth Equities funds. IQSU is passively managed, while FITZ is actively managed. A 0.60 correlation means they provide meaningful diversification when combined. IQSU charges 0.09%/yr vs 0.75%/yr for FITZ.
Performance
IQSU vs. FITZ - Performance Comparison
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Returns By Period
IQSU
- 1D
- 0.55%
- 1M
- 5.78%
- YTD
- 13.69%
- 6M
- 14.19%
- 1Y
- 30.14%
- 3Y*
- 19.93%
- 5Y*
- 12.97%
- 10Y*
- —
FITZ
- 1D
- -0.20%
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IQSU vs. FITZ - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
IQSU IQ Candriam ESG U.S. Equity ETF | 0.21% |
FITZ Fitz-Gerald Must Have Portfolio ETF | -1.66% |
Correlation
The correlation between IQSU and FITZ is 0.60, 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 | 0.60 |
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Return for Risk
IQSU vs. FITZ — Risk / Return Rank
IQSU
FITZ
IQSU vs. FITZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for IQ Candriam ESG U.S. Equity ETF (IQSU) 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.
| IQSU | FITZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.39 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.71 | — | — |
| Martin ratioReturn relative to average drawdown | 11.03 | — | — |
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
| IQSU | FITZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.19 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | -7.29 | +8.08 |
Drawdowns
IQSU vs. FITZ - Drawdown Comparison
The maximum IQSU drawdown since its inception was -31.29%, which is greater than FITZ's maximum drawdown of -1.97%. Use the drawdown chart below to compare losses from any high point for IQSU and FITZ.
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Drawdown Indicators
| IQSU | FITZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.29% | -1.97% | -29.32% |
Max Drawdown (1Y)Largest decline over 1 year | -11.18% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -20.96% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -26.76% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.97% | +1.97% |
Average DrawdownAverage peak-to-trough decline | -5.98% | -1.08% | -4.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.74% | — | — |
Volatility
IQSU vs. FITZ - Volatility Comparison
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Volatility by Period
| IQSU | FITZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.48% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 9.83% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.85% | 8.74% | +5.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.88% | 8.74% | +9.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.67% | 8.74% | +11.93% |
IQSU vs. FITZ - Expense Ratio Comparison
IQSU has a 0.09% expense ratio, which is lower than FITZ's 0.75% expense ratio.
Dividends
IQSU vs. FITZ - Dividend Comparison
IQSU's dividend yield for the trailing twelve months is around 0.97%, while FITZ has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
FITZ Fitz-Gerald Must Have Portfolio ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IQSU IQ Candriam ESG U.S. Equity ETF | 0.97% | 1.09% | 1.12% | 1.15% | 1.47% | 1.07% | 0.98% |
Frequently Asked Questions
IQSU and FITZ have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IQSU is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IQSU is cheaper with a 0.09% expense ratio, compared with 0.75% for FITZ.
IQSU has the higher dividend yield at 0.97%, compared with 0.00% for FITZ.
They also come from different issuers: New York Life and Nicholas. Their fees differ too: 0.09% for IQSU and 0.75% for FITZ.
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