FITZ vs FEDM
Comparison between Fitz-Gerald Must Have Portfolio (FITZ, ETF) and FLEXSHARES ESG & CLIMATE DEVELOPED MARKETS EX-US CORE INDEX FUND (FEDM, ETF).
FITZ vs FEDM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FITZ vs FEDM - Holdings Comparison
FITZ and FEDM have 1 common holdings. Overlap is 0.00%
FITZ's top 25 holdings weight is 94.91%. FEDM's top 25 holdings weight is 34.27%.
| Rank | FITZ | FEDM |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 5.72% | ASML HOLDING NV (n/a) - 3.63% |
| #2 | NVIDIA CORP (NVDA) - 5.51% | ROYAL BANK OF CANADA (n/a) - 2.04% |
| #3 | APPLE INC (AAPL) - 5.25% | SIEMENS AG (n/a) - 1.68% |
| #4 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 5.14% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.60% |
| #5 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 5.00% | ASTRAZENECA PLC (AZN:XLON) - 1.53% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 4.91% | SCHNEIDER ELECTRIC SE (n/a) - 1.51% |
| #7 | TESLA INC (TSLA) - 4.67% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.42% |
| #8 | RTX CORP (RTX) - 4.41% | SHELL PLC (n/a) - 1.39% |
| #9 | ELI LILLY AND CO (LLY) - 4.22% | ADVANTEST CORP (n/a) - 1.36% |
| #10 | ABBVIE INC (ABBV) - 4.08% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 1.33% |
| #11 | CHEVRON CORP (CVX) - 3.99% | RECRUIT HOLDINGS CO LTD (n/a) - 1.24% |
| #12 | LOCKHEED MARTIN CORP (LMT) - 3.98% | ZURICH INSURANCE GROUP AG (n/a) - 1.22% |
| #13 | WALMART INC (WMT) - 3.88% | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 1.21% |
| #14 | BROADCOM INC (AVGO) - 3.80% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.20% |
| #15 | GE VERNOVA INC (GEV) - 3.47% | ENBRIDGE INC (n/a) - 1.20% |
| #16 | GILEAD SCIENCES INC (GILD) - 3.44% | NESTLE SA (n/a) - 1.17% |
| #17 | CARETRUST REIT INC (CTRE) - 3.44% | HITACHI LTD (n/a) - 1.15% |
| #18 | WASTE MANAGEMENT INC (WM) - 3.34% | INTESA SANPAOLO (n/a) - 1.14% |
| #19 | MICROSOFT CORP (MSFT) - 3.29% | MANULIFE FINANCIAL CORP (MFC) - 1.07% |
| #20 | IONQ INC (IONQ) - 2.83% | ALLIANZ SE (n/a) - 1.07% |
| #21 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.48% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.04% |
| #22 | COSTCO WHOLESALE CORP (COST) - 2.25% | BANCO SANTANDER SA (n/a) - 1.04% |
| #23 | KINDER MORGAN INC CLASS P (KMI) - 2.01% | CANADIAN NATIONAL RAILWAY CO (n/a) - 1.04% |
| #24 | AMAZON.COM INC (AMZN) - 1.91% | SAP SE (n/a) - 1.03% |
| #25 | ALPHABET INC CLASS C (GOOG) - 1.89% | RELX PLC (n/a) - 0.96% |
| Total Holdings | 33 | 235 |
FITZ vs FEDM - Historical Returns
Returns include dividend reinvestment.
FITZ vs FEDM - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | FITZ | FEDM |
|---|---|---|
| 2026 | -3.13% | +7.21% |
| 2025 | N/A | +27.64% |
| 2024 | N/A | +4.06% |
| 2023 | N/A | +16.79% |
| 2022 | N/A | -15.61% |
| 2021 | N/A | +1.88% |
FITZ vs FEDM Drawdown Comparison
The maximum drawdown for FITZ was -7.37%, occurring on Jun 25, 2026. This drawdown has not yet recovered.
The maximum drawdown for FEDM was -29.36%, occurring on Sep 27, 2022. Recovery took 583 trading sessions.
The current FITZ drawdown is -3.44%. The current FEDM drawdown is -0.55%.
| Rank | FITZ | FEDM |
|---|---|---|
| #1 | -7.37% May 29, 2026 - Jun 25, 2026 | -29.36% Nov 8, 2021 - Mar 6, 2024 |
| #2 | N/A | -14.24% Sep 26, 2024 - May 2, 2025 |
| #3 | N/A | -11.91% Feb 25, 2026 - Jul 6, 2026 |
| #4 | N/A | -7.09% Jul 12, 2024 - Aug 21, 2024 |
| #5 | N/A | -4.97% Oct 21, 2025 - Dec 23, 2025 |
| #6 | N/A | -4.87% Mar 27, 2024 - May 9, 2024 |
| #7 | N/A | -4.41% Jul 23, 2025 - Aug 18, 2025 |
| #8 | N/A | -3.77% Sep 23, 2021 - Oct 20, 2021 |
| #9 | N/A | -3.66% Jun 6, 2024 - Jul 10, 2024 |
| #10 | N/A | -3.18% Aug 30, 2024 - Sep 19, 2024 |
| #11 | N/A | -3.17% Oct 6, 2025 - Oct 15, 2025 |
| #12 | N/A | -2.80% Jun 12, 2025 - Jun 30, 2025 |
| #13 | N/A | -2.79% Aug 22, 2025 - Sep 11, 2025 |
| #14 | N/A | -2.33% May 15, 2024 - Jun 5, 2024 |
| #15 | N/A | -2.20% Jan 12, 2026 - Jan 26, 2026 |
Correlation
Correlation between FITZ and FEDM is -0.68 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
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