FEDM vs FITZ
Comparison between FLEXSHARES ESG & CLIMATE DEVELOPED MARKETS EX-US CORE INDEX FUND (FEDM, ETF) and Fitz-Gerald Must Have Portfolio (FITZ, ETF).
FEDM vs FITZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FEDM vs FITZ - Holdings Comparison
FEDM and FITZ have 1 common holdings. Overlap is 0.00%
FEDM's top 25 holdings weight is 34.27%. FITZ's top 25 holdings weight is 94.91%.
| Rank | FEDM | FITZ |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 3.63% | JPMORGAN CHASE & CO (JPM) - 5.72% |
| #2 | ROYAL BANK OF CANADA (n/a) - 2.04% | NVIDIA CORP (NVDA) - 5.51% |
| #3 | SIEMENS AG (n/a) - 1.68% | APPLE INC (AAPL) - 5.25% |
| #4 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.60% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 5.14% |
| #5 | ASTRAZENECA PLC (AZN:XLON) - 1.53% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 5.00% |
| #6 | SCHNEIDER ELECTRIC SE (n/a) - 1.51% | ADVANCED MICRO DEVICES INC (AMD) - 4.91% |
| #7 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.42% | TESLA INC (TSLA) - 4.67% |
| #8 | SHELL PLC (n/a) - 1.39% | RTX CORP (RTX) - 4.41% |
| #9 | ADVANTEST CORP (n/a) - 1.36% | ELI LILLY AND CO (LLY) - 4.22% |
| #10 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 1.33% | ABBVIE INC (ABBV) - 4.08% |
| #11 | RECRUIT HOLDINGS CO LTD (n/a) - 1.24% | CHEVRON CORP (CVX) - 3.99% |
| #12 | ZURICH INSURANCE GROUP AG (n/a) - 1.22% | LOCKHEED MARTIN CORP (LMT) - 3.98% |
| #13 | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 1.21% | WALMART INC (WMT) - 3.88% |
| #14 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.20% | BROADCOM INC (AVGO) - 3.80% |
| #15 | ENBRIDGE INC (n/a) - 1.20% | GE VERNOVA INC (GEV) - 3.47% |
| #16 | NESTLE SA (n/a) - 1.17% | GILEAD SCIENCES INC (GILD) - 3.44% |
| #17 | HITACHI LTD (n/a) - 1.15% | CARETRUST REIT INC (CTRE) - 3.44% |
| #18 | INTESA SANPAOLO (n/a) - 1.14% | WASTE MANAGEMENT INC (WM) - 3.34% |
| #19 | MANULIFE FINANCIAL CORP (MFC) - 1.07% | MICROSOFT CORP (MSFT) - 3.29% |
| #20 | ALLIANZ SE (n/a) - 1.07% | IONQ INC (IONQ) - 2.83% |
| #21 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.04% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.48% |
| #22 | BANCO SANTANDER SA (n/a) - 1.04% | COSTCO WHOLESALE CORP (COST) - 2.25% |
| #23 | CANADIAN NATIONAL RAILWAY CO (n/a) - 1.04% | KINDER MORGAN INC CLASS P (KMI) - 2.01% |
| #24 | SAP SE (n/a) - 1.03% | AMAZON.COM INC (AMZN) - 1.91% |
| #25 | RELX PLC (n/a) - 0.96% | ALPHABET INC CLASS C (GOOG) - 1.89% |
| Total Holdings | 235 | 33 |
FEDM vs FITZ - Historical Returns
Returns include dividend reinvestment.
FEDM vs FITZ - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | FEDM | FITZ |
|---|---|---|
| 2026 | +5.99% | -4.07% |
| 2025 | +27.64% | N/A |
| 2024 | +4.06% | N/A |
| 2023 | +16.79% | N/A |
| 2022 | -15.61% | N/A |
| 2021 | +1.88% | N/A |
FEDM vs FITZ Drawdown Comparison
The maximum drawdown for FEDM was -29.36%, occurring on Sep 27, 2022. Recovery took 583 trading sessions.
The maximum drawdown for FITZ was -7.37%, occurring on Jun 25, 2026. This drawdown has not yet recovered.
The current FEDM drawdown is -1.68%. The current FITZ drawdown is -4.37%.
| Rank | FEDM | FITZ |
|---|---|---|
| #1 | -29.36% Nov 8, 2021 - Mar 6, 2024 | -7.37% May 29, 2026 - Jun 25, 2026 |
| #2 | -14.24% Sep 26, 2024 - May 2, 2025 | N/A |
| #3 | -11.91% Feb 25, 2026 - Jul 6, 2026 | N/A |
| #4 | -7.09% Jul 12, 2024 - Aug 21, 2024 | N/A |
| #5 | -4.97% Oct 21, 2025 - Dec 23, 2025 | N/A |
| #6 | -4.87% Mar 27, 2024 - May 9, 2024 | N/A |
| #7 | -4.41% Jul 23, 2025 - Aug 18, 2025 | N/A |
| #8 | -3.77% Sep 23, 2021 - Oct 20, 2021 | N/A |
| #9 | -3.66% Jun 6, 2024 - Jul 10, 2024 | N/A |
| #10 | -3.18% Aug 30, 2024 - Sep 19, 2024 | N/A |
| #11 | -3.17% Oct 6, 2025 - Oct 15, 2025 | N/A |
| #12 | -2.80% Jun 12, 2025 - Jun 30, 2025 | N/A |
| #13 | -2.79% Aug 22, 2025 - Sep 11, 2025 | N/A |
| #14 | -2.33% May 15, 2024 - Jun 5, 2024 | N/A |
| #15 | -2.20% Jan 12, 2026 - Jan 26, 2026 | N/A |
Correlation
Correlation between FEDM and FITZ is -0.99 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.
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