VEGN vs. FITZ
VEGN (US Vegan Climate ETF) and FITZ (Fitz-Gerald Must Have Portfolio ETF) are both Large Cap Growth Equities funds. VEGN is passively managed, while FITZ is actively managed. At a 0.20 correlation, their price movements are largely independent. VEGN charges 0.60%/yr vs 0.75%/yr for FITZ.
Performance
VEGN vs. FITZ - Performance Comparison
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Returns By Period
VEGN
- 1D
- -0.76%
- 1M
- 15.42%
- YTD
- 31.05%
- 6M
- 31.49%
- 1Y
- 48.83%
- 3Y*
- 29.78%
- 5Y*
- 16.52%
- 10Y*
- —
FITZ
- 1D
- -0.20%
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VEGN vs. FITZ - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
VEGN US Vegan Climate ETF | 3.71% |
FITZ Fitz-Gerald Must Have Portfolio ETF | -1.66% |
Correlation
The correlation between VEGN and FITZ is 0.20, 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 | 0.20 |
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Return for Risk
VEGN vs. FITZ — Risk / Return Rank
VEGN
FITZ
VEGN vs. FITZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for US Vegan Climate ETF (VEGN) 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.
| VEGN | FITZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.51 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 4.14 | — | — |
| Martin ratioReturn relative to average drawdown | 16.87 | — | — |
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
| VEGN | FITZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.01 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | -7.29 | +8.15 |
Drawdowns
VEGN vs. FITZ - Drawdown Comparison
The maximum VEGN drawdown since its inception was -34.14%, which is greater than FITZ's maximum drawdown of -1.97%. Use the drawdown chart below to compare losses from any high point for VEGN and FITZ.
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Drawdown Indicators
| VEGN | FITZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.14% | -1.97% | -32.17% |
Max Drawdown (1Y)Largest decline over 1 year | -11.85% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -20.91% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -33.40% | — | — |
Current DrawdownCurrent decline from peak | -1.39% | -1.97% | +0.58% |
Average DrawdownAverage peak-to-trough decline | -7.58% | -1.08% | -6.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | — | — |
Volatility
VEGN vs. FITZ - Volatility Comparison
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Volatility by Period
| VEGN | FITZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.16% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 13.42% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.28% | 8.74% | +7.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.26% | 8.74% | +11.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.76% | 8.74% | +14.02% |
VEGN vs. FITZ - Expense Ratio Comparison
VEGN has a 0.60% expense ratio, which is lower than FITZ's 0.75% expense ratio.
Dividends
VEGN vs. FITZ - Dividend Comparison
VEGN's dividend yield for the trailing twelve months is around 0.45%, while FITZ has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
FITZ Fitz-Gerald Must Have Portfolio ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VEGN US Vegan Climate ETF | 0.45% | 0.51% | 0.51% | 0.67% | 0.81% | 0.41% | 0.71% | 0.29% |
Frequently Asked Questions
VEGN and FITZ have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VEGN is cheaper at 0.60% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VEGN is cheaper with a 0.60% expense ratio, compared with 0.75% for FITZ.
VEGN has the higher dividend yield at 0.45%, compared with 0.00% for FITZ.
They also come from different issuers: Beyond Investing and Nicholas. Their fees differ too: 0.60% for VEGN and 0.75% for FITZ.
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