UCIB vs FITZ
Comparison between UBS AG London Branch (UCIB, ETF) and Fitz-Gerald Must Have Portfolio (FITZ, ETF).
UCIB vs FITZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UCIB
$23M
Winner
FITZ
$23M
Expense Ratio
Winner
UCIB
0.55%
FITZ
0.75%
Max Drawdown
UCIB
36.94%
Winner
FITZ
6.62%
Sharpe Ratio
Winner
UCIB
0.79
FITZ
-5.84
5Y Beta
Winner
UCIB
0.20
FITZ
0.99
UCIB vs FITZ - Historical Returns
Returns include dividend reinvestment.
1M
UCIB
-5.87%
FITZ
N/A
3M
UCIB
+2.96%
FITZ
N/A
6M
UCIB
+21.38%
FITZ
N/A
1Y
UCIB
+23.55%
FITZ
N/A
5Y(CAGR)
UCIB
+11.73%
FITZ
N/A
10Y(CAGR)
UCIB
+10.14%
FITZ
N/A
Max(CAGR)
Winner
UCIB
+8.40%
FITZ
-50.41%
UCIB vs FITZ - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | UCIB | FITZ |
|---|---|---|
| 2026 | +19.70% | -3.40% |
| 2025 | +8.19% | N/A |
| 2024 | +7.41% | N/A |
| 2023 | -0.80% | N/A |
| 2022 | +17.79% | N/A |
| 2021 | +36.53% | N/A |
| 2020 | +1.47% | N/A |
| 2019 | +11.23% | N/A |
| 2018 | -9.48% | N/A |
| 2017 | +5.85% | N/A |
| 2016 | +17.06% | N/A |
| 2015 | -13.55% | N/A |
UCIB vs FITZ Drawdown Comparison
The maximum drawdown for UCIB was -36.94%, occurring on Apr 21, 2020. Recovery took 681 trading sessions.
The maximum drawdown for FITZ was -6.62%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The current UCIB drawdown is -16.71%. The current FITZ drawdown is -3.70%.
| Rank | UCIB | FITZ |
|---|---|---|
| #1 | -36.94% May 23, 2018 - Feb 5, 2021 | -6.62% May 29, 2026 - Jun 10, 2026 |
| #2 | -29.15% Jan 13, 2017 - May 8, 2018 | N/A |
| #3 | -21.49% Oct 9, 2015 - Dec 7, 2016 | N/A |
| #4 | -20.95% Mar 8, 2022 - Apr 18, 2022 | N/A |
| #5 | -19.77% Jun 9, 2022 - Feb 12, 2025 | N/A |
| #6 | -17.46% May 12, 2026 - Jun 8, 2026 | N/A |
| #7 | -14.57% Feb 19, 2025 - Jan 12, 2026 | N/A |
| #8 | -14.25% Apr 23, 2026 - May 1, 2026 | N/A |
| #9 | -11.17% Jan 29, 2026 - Mar 12, 2026 | N/A |
| #10 | -7.76% Apr 18, 2022 - Jun 8, 2022 | N/A |
| #11 | -7.67% Oct 20, 2021 - Jan 5, 2022 | N/A |
| #12 | -5.71% Feb 24, 2021 - Apr 21, 2021 | N/A |
| #13 | -5.57% Jul 29, 2021 - Sep 15, 2021 | N/A |
| #14 | -5.27% Jun 10, 2021 - Jul 26, 2021 | N/A |
| #15 | -4.94% May 1, 2026 - May 11, 2026 | N/A |
Correlation
Correlation between UCIB and FITZ is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
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