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