TGRT vs. FITZ
TGRT (T. Rowe Price Growth ETF) and FITZ (Fitz-Gerald Must Have Portfolio ETF) are both Large Cap Growth Equities funds. Both are actively managed. At a 0.30 correlation, their price movements are largely independent. TGRT charges 0.38%/yr vs 0.75%/yr for FITZ.
Performance
TGRT vs. FITZ - Performance Comparison
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Returns By Period
TGRT
- 1D
- -0.13%
- 1M
- 3.97%
- YTD
- 5.36%
- 6M
- 4.85%
- 1Y
- 20.65%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FITZ
- 1D
- -0.20%
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TGRT vs. FITZ - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
TGRT T. Rowe Price Growth ETF | -0.87% |
FITZ Fitz-Gerald Must Have Portfolio ETF | -1.66% |
Correlation
The correlation between TGRT 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 |
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Return for Risk
TGRT vs. FITZ — Risk / Return Rank
TGRT
FITZ
TGRT vs. FITZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Growth ETF (TGRT) 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.
| TGRT | FITZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.23 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.16 | — | — |
| Martin ratioReturn relative to average drawdown | 3.81 | — | — |
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
| TGRT | FITZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.21 | -7.29 | +8.50 |
Drawdowns
TGRT vs. FITZ - Drawdown Comparison
The maximum TGRT drawdown since its inception was -22.04%, which is greater than FITZ's maximum drawdown of -1.97%. Use the drawdown chart below to compare losses from any high point for TGRT and FITZ.
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Drawdown Indicators
| TGRT | FITZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.04% | -1.97% | -20.07% |
Max Drawdown (1Y)Largest decline over 1 year | -17.89% | — | — |
Current DrawdownCurrent decline from peak | -1.89% | -1.97% | +0.08% |
Average DrawdownAverage peak-to-trough decline | -3.27% | -1.08% | -2.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.44% | — | — |
Volatility
TGRT vs. FITZ - Volatility Comparison
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Volatility by Period
| TGRT | FITZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.67% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 12.50% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.09% | 8.74% | +7.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.08% | 8.74% | +10.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.08% | 8.74% | +10.34% |
TGRT vs. FITZ - Expense Ratio Comparison
TGRT has a 0.38% expense ratio, which is lower than FITZ's 0.75% expense ratio.
Dividends
TGRT vs. FITZ - Dividend Comparison
TGRT'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% |
TGRT T. Rowe Price Growth ETF | 0.07% | 0.08% | 0.09% | 0.06% |
Frequently Asked Questions
TGRT 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.
On fees, TGRT is cheaper at 0.38% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TGRT is cheaper with a 0.38% expense ratio, compared with 0.75% for FITZ.
TGRT has the higher dividend yield at 0.07%, compared with 0.00% for FITZ.
They also come from different issuers: T. Rowe Price and Nicholas. Their fees differ too: 0.38% for TGRT and 0.75% for FITZ.
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