FFDI vs FITZ

Comparison between FIDELITY FUNDAMENTAL DEVELOPED INTERNATIONAL ETF (FFDI, ETF) and Fitz-Gerald Must Have Portfolio (FITZ, ETF).

FFDI vs FITZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FFDI(ETF)	FITZ(ETF)
Net Assets	$23M	$23M
Expense Ratio	0.55%	0.75%
Max Drawdown	14.54%	6.62%
Sharpe Ratio	0.52	-6.14
5Y Beta	0.83	1.00

Net Assets

FFDI

$23M

FITZ

$23M

Expense Ratio

Winner

FFDI

0.55%

FITZ

0.75%

Max Drawdown

FFDI

14.54%

Winner

FITZ

6.62%

Sharpe Ratio

Winner

FFDI

0.52

FITZ

-6.14

5Y Beta

Winner

FFDI

0.83

FITZ

1.00

FFDI vs FITZ - Historical Returns

Returns include dividend reinvestment.

Period	FFDI	FITZ
1 month	+2.27%	N/A
3 months	+8.39%	N/A
6 months	+9.08%	N/A
1 year	+12.22%	N/A
Max(CAGR)	+20.51%	-68.41%

FFDI

+2.27%

FITZ

N/A

FFDI

+8.39%

FITZ

N/A

FFDI

+9.08%

FITZ

N/A

FFDI

+12.22%

FITZ

N/A

Max(CAGR)

Winner

FFDI

+20.51%

FITZ

-68.41%

FFDI vs FITZ - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	FFDI	FITZ
2026	+6.84%	-4.62%
2025	+26.87%	N/A
2024	-2.09%	N/A

FFDI vs FITZ Drawdown Comparison

The maximum drawdown for FFDI was -14.39%, occurring on Apr 8, 2025. Recovery took 26 trading sessions.

The maximum drawdown for FITZ was -6.62%, occurring on Jun 10, 2026. This drawdown has not yet recovered.

The current FITZ drawdown is -4.92%.

Rank	FFDI	FITZ
#1	-14.39% Mar 19, 2025 - Apr 25, 2025	-6.62% May 29, 2026 - Jun 10, 2026
#2	-11.85% Feb 25, 2026 - May 6, 2026	N/A
#3	-6.43% Oct 6, 2025 - Jan 2, 2026	N/A
#4	-6.23% Dec 5, 2024 - Jan 24, 2025	N/A
#5	-4.53% Jul 23, 2025 - Sep 11, 2025	N/A
#6	-4.48% May 6, 2026 - Jun 12, 2026	N/A
#7	-3.74% Mar 5, 2025 - Mar 19, 2025	N/A
#8	-3.66% Jan 27, 2026 - Feb 9, 2026	N/A
#9	-2.77% Jun 12, 2025 - Jun 26, 2025	N/A
#10	-2.70% Feb 18, 2025 - Mar 5, 2025	N/A
#11	-2.31% Jul 9, 2025 - Jul 23, 2025	N/A
#12	-2.01% Sep 15, 2025 - Oct 1, 2025	N/A
#13	-1.89% Jan 30, 2025 - Feb 6, 2025	N/A
#14	-1.74% Jan 12, 2026 - Jan 26, 2026	N/A
#15	-1.54% Feb 11, 2026 - Feb 20, 2026	N/A

Correlation

Correlation between FFDI and FITZ is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-1.00

-101