FITZ vs FFDI

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

FITZ vs FFDI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

FITZ

$23M

FFDI

$23M

Expense Ratio

FITZ

0.75%

Winner

FFDI

0.55%

Max Drawdown

Winner

FITZ

6.62%

FFDI

14.54%

Sharpe Ratio

FITZ

-6.14

Winner

FFDI

0.52

5Y Beta

FITZ

1.00

Winner

FFDI

0.83

FITZ vs FFDI - Historical Returns

Returns include dividend reinvestment.

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

FITZ

N/A

FFDI

+2.27%

FITZ

N/A

FFDI

+8.39%

FITZ

N/A

FFDI

+9.08%

FITZ

N/A

FFDI

+12.22%

Max(CAGR)

FITZ

-68.41%

Winner

FFDI

+20.51%

FITZ vs FFDI - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

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

FITZ vs FFDI Drawdown Comparison

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

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

The current FITZ drawdown is -4.92%.

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

Correlation

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

-1.00

-101