BCDF vs FITZ
Comparison between HORIZON KINETICS BLOCKCHAIN DEVELOPMENT ETF (BCDF, ETF) and Fitz-Gerald Must Have Portfolio (FITZ, ETF).
BCDF vs FITZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BCDF
$23M
Winner
FITZ
$23M
Expense Ratio
BCDF
0.85%
Winner
FITZ
0.75%
Max Drawdown
BCDF
27.97%
Winner
FITZ
6.62%
Sharpe Ratio
Winner
BCDF
0.36
FITZ
-5.84
5Y Beta
Winner
BCDF
0.57
FITZ
0.99
P/E Ratio
BCDF
32.42
FITZ
N/A
Debt to Equity
BCDF
55.68%
FITZ
N/A
P/S Ratio
BCDF
1.02
FITZ
N/A
P/B Ratio
BCDF
3.38
FITZ
N/A
BCDF vs FITZ - Historical Returns
Returns include dividend reinvestment.
1M
BCDF
-2.51%
FITZ
N/A
3M
BCDF
+1.26%
FITZ
N/A
6M
BCDF
+6.41%
FITZ
N/A
1Y
BCDF
+7.90%
FITZ
N/A
Max(CAGR)
Winner
BCDF
+7.10%
FITZ
-50.41%
BCDF vs FITZ - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | BCDF | FITZ |
|---|---|---|
| 2026 | +4.65% | -3.40% |
| 2025 | +11.23% | N/A |
| 2024 | +16.57% | N/A |
| 2023 | +25.31% | N/A |
| 2022 | -22.71% | N/A |
BCDF vs FITZ Drawdown Comparison
The maximum drawdown for BCDF was -27.71%, occurring on Mar 15, 2023. Recovery took 508 trading sessions.
The maximum drawdown for FITZ was -6.62%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The current BCDF drawdown is -5.75%. The current FITZ drawdown is -3.70%.
| Rank | BCDF | FITZ |
|---|---|---|
| #1 | -27.71% Aug 12, 2022 - Aug 21, 2024 | -6.62% May 29, 2026 - Jun 10, 2026 |
| #2 | -13.47% Nov 22, 2024 - May 1, 2025 | N/A |
| #3 | -9.24% May 22, 2026 - Jun 5, 2026 | N/A |
| #4 | -7.51% Jan 16, 2026 - Apr 16, 2026 | N/A |
| #5 | -7.25% Jul 24, 2025 - Jan 15, 2026 | N/A |
| #6 | -4.26% Nov 11, 2024 - Nov 22, 2024 | N/A |
| #7 | -2.85% May 19, 2025 - Jun 30, 2025 | N/A |
| #8 | -2.80% Oct 28, 2024 - Nov 7, 2024 | N/A |
| #9 | -2.47% Aug 27, 2024 - Sep 16, 2024 | N/A |
| #10 | -1.85% Jul 3, 2025 - Jul 17, 2025 | N/A |
| #11 | -1.81% Oct 18, 2024 - Oct 28, 2024 | N/A |
| #12 | -1.70% Aug 8, 2022 - Aug 10, 2022 | N/A |
| #13 | -1.63% Oct 4, 2024 - Oct 14, 2024 | N/A |
| #14 | -1.46% Apr 16, 2026 - May 1, 2026 | N/A |
| #15 | -1.06% May 9, 2025 - May 15, 2025 | N/A |
Correlation
Correlation between BCDF and FITZ is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
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