QGRW vs. FITZ

Last updated Jun 5, 2026

QGRW (WisdomTree U.S. Quality Growth Fund) and FITZ (Fitz-Gerald Must Have Portfolio ETF) are both Large Cap Growth Equities funds. QGRW is passively managed, while FITZ is actively managed. At a 0.30 correlation, their price movements are largely independent. QGRW charges 0.28%/yr vs 0.75%/yr for FITZ.

Performance

QGRW vs. FITZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree U.S. Quality Growth Fund (QGRW) and Fitz-Gerald Must Have Portfolio ETF (FITZ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

QGRW

• 1D: 0.00%
• 1M: 8.02%
• YTD: 15.43%
• 6M: 14.33%
• 1Y: 35.04%
• 3Y*: 29.12%
• 5Y*: —
• 10Y*: —

FITZ

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

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

QGRW vs. FITZ - Yearly Performance Comparison

	2026 (YTD)
QGRW WisdomTree U.S. Quality Growth Fund	0.83%
FITZ Fitz-Gerald Must Have Portfolio ETF	-1.66%

Correlation

The correlation between QGRW and FITZ is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 29, 2026	0.30

Return for Risk

QGRW vs. FITZ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

QGRW

QGRW Risk / Return Rank: 55
QGRW Sharpe Ratio Rank: 62
QGRW Sortino Ratio Rank: 58
QGRW Omega Ratio Rank: 58
QGRW Calmar Ratio Rank: 47
QGRW Martin Ratio Rank: 53

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

QGRW vs. FITZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Quality Growth Fund (QGRW) 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.

	QGRW	FITZ	Difference
Sharpe ratio: Return per unit of total volatility	2.02	—	—
Sortino ratio: Return per unit of downside risk	2.71	—	—
Omega ratio: Gain probability vs. loss probability	1.35	—	—
Calmar ratio: Return relative to maximum drawdown	2.28	—	—
Martin ratio: Return relative to average drawdown	8.92	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	QGRW	FITZ	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.02	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.65	-7.29	+8.94

Drawdowns

QGRW vs. FITZ - Drawdown Comparison

The maximum QGRW drawdown since its inception was -24.40%, which is greater than FITZ's maximum drawdown of -1.97%. Use the drawdown chart below to compare losses from any high point for QGRW and FITZ.

Drawdown Indicators

	QGRW	FITZ	Difference
Max Drawdown Largest peak-to-trough decline	-24.40%	-1.97%	-22.43%
Max Drawdown (1Y) Largest decline over 1 year	-15.44%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-24.40%	—	—
Current Drawdown Current decline from peak	-1.33%	-1.97%	+0.64%
Average Drawdown Average peak-to-trough decline	-3.26%	-1.08%	-2.18%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.94%	—	—

Volatility

Volatility by Period

	QGRW	FITZ	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.69%	—	—
Volatility (6M) Calculated over the trailing 6-month period	13.67%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	17.39%	8.74%	+8.65%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.07%	8.74%	+12.33%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.07%	8.74%	+12.33%

QGRW vs. FITZ - Expense Ratio Comparison

QGRW has a 0.28% expense ratio, which is lower than FITZ's 0.75% expense ratio.

Dividends

QGRW vs. FITZ - Dividend Comparison

QGRW's dividend yield for the trailing twelve months is around 0.07%, while FITZ has not paid dividends to shareholders.

Position	TTM	2025	2024	2023
FITZ Fitz-Gerald Must Have Portfolio ETF	0.00%	0.00%	0.00%	0.00%
QGRW WisdomTree U.S. Quality Growth Fund	0.07%	0.09%	0.14%	0.11%

Frequently Asked Questions

Can I hold both QGRW and FITZ in my portfolio?

QGRW and FITZ have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, QGRW or FITZ?

On fees, QGRW is cheaper at 0.28% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, QGRW or FITZ?

QGRW is cheaper with a 0.28% expense ratio, compared with 0.75% for FITZ.

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

QGRW has the higher dividend yield at 0.07%, compared with 0.00% for FITZ.

What is the main difference between QGRW and FITZ?

They also come from different issuers: WisdomTree and Nicholas. Their fees differ too: 0.28% for QGRW and 0.75% for FITZ.