FITZ vs FXB
Comparison between Fitz-Gerald Must Have Portfolio (FITZ, ETF) and Invesco CurrencyShares British Pound Sterling Trust (FXB, ETF).
FITZ vs FXB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FITZ
$76M
Winner
FXB
$77M
Expense Ratio
FITZ
0.75%
Winner
FXB
0.40%
Max Drawdown
Winner
FITZ
7.37%
FXB
51.34%
Sharpe Ratio
FITZ
-1.69
Winner
FXB
-0.25
5Y Beta
FITZ
0.83
Winner
FXB
0.08
P/E Ratio
FITZ
37.69
FXB
N/A
Forward P/E
FITZ
25.59
FXB
N/A
PEG Ratio
FITZ
0.44
FXB
N/A
5Y EPS CAGR
FITZ
26.01%
FXB
N/A
Debt to Equity
FITZ
38.31%
FXB
N/A
P/S Ratio
FITZ
4.92
FXB
N/A
P/B Ratio
FITZ
6.75
FXB
N/A
FITZ vs FXB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FITZ
+1.86%
FXB
+1.19%
3M
FITZ
N/A
FXB
-0.25%
6M
FITZ
N/A
FXB
+0.71%
1Y
FITZ
N/A
FXB
+1.37%
5Y(CAGR)
FITZ
N/A
FXB
+1.44%
10Y(CAGR)
FITZ
N/A
FXB
+0.96%
Max(CAGR)
FITZ
-19.36%
Winner
FXB
-0.70%
FITZ vs FXB - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | FITZ | FXB |
|---|---|---|
| 2026 | -3.13% | +0.58% |
| 2025 | N/A | +11.60% |
| 2024 | N/A | +2.33% |
| 2023 | N/A | +9.38% |
| 2022 | N/A | -10.15% |
| 2021 | N/A | -0.75% |
| 2020 | N/A | +3.70% |
| 2019 | N/A | +4.98% |
| 2018 | N/A | -6.43% |
| 2017 | N/A | +9.95% |
| 2016 | N/A | -16.53% |
| 2015 | N/A | -4.18% |
| 2014 | N/A | -5.54% |
| 2013 | N/A | +1.60% |
| 2012 | N/A | +3.52% |
| 2011 | N/A | +0.12% |
| 2010 | N/A | -2.99% |
| 2009 | N/A | +11.30% |
| 2008 | N/A | -23.57% |
| 2007 | N/A | +6.90% |
| 2006 | N/A | +9.67% |
FITZ vs FXB 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 FXB was -48.97%, occurring on Sep 26, 2022. This drawdown has not yet recovered.
The current FITZ drawdown is -3.44%. The current FXB drawdown is -29.52%.
| Rank | FITZ | FXB |
|---|---|---|
| #1 | -7.37% May 29, 2026 - Jun 25, 2026 | -48.97% Nov 8, 2007 - Sep 26, 2022 |
| #2 | N/A | -3.54% Jul 24, 2007 - Sep 28, 2007 |
| #3 | N/A | -2.49% Jan 23, 2007 - Mar 21, 2007 |
| #4 | N/A | -2.37% Sep 21, 2006 - Oct 27, 2006 |
| #5 | N/A | -2.10% Dec 1, 2006 - Jan 17, 2007 |
| #6 | N/A | -2.06% Sep 1, 2006 - Sep 21, 2006 |
| #7 | N/A | -1.68% Jul 7, 2006 - Jul 21, 2006 |
| #8 | N/A | -1.44% Apr 17, 2007 - Jun 20, 2007 |
| #9 | N/A | -1.29% Aug 4, 2006 - Aug 30, 2006 |
| #10 | N/A | -1.08% Nov 10, 2006 - Nov 22, 2006 |
| #11 | N/A | -1.01% Oct 19, 2007 - Oct 25, 2007 |
| #12 | N/A | -0.94% Jul 21, 2006 - Jul 28, 2006 |
| #13 | N/A | -0.77% Apr 2, 2007 - Apr 12, 2007 |
| #14 | N/A | -0.65% Sep 28, 2007 - Oct 15, 2007 |
| #15 | N/A | -0.62% Nov 1, 2006 - Nov 10, 2006 |
Correlation
Correlation between FITZ and FXB is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
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