ARKG vs IZRL

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Quick Verdict

IZRL has a lower expense ratio. IZRL delivered stronger 1-year returns. IZRL offers more diversification with 65 holdings.

Side-by-Side Comparison

MetricARKGIZRL
Fund FamilyArk InvestArk Invest
Expense Ratio0.75%0.49%
AUM$1.3B$127M
Dividend Yield0.00%2.83%
Holdings Count3565
Inception Date2014-10-312017-12-04
Investment StyleSmall Cap BlendSmall Cap Growth
1-Month Return-1.48%+2.42%
YTD Return+2.60%+1.88%
1-Year Return+22.24%+27.23%
3-Year Return-0.54%+17.68%
5-Year Return-20.24%-1.17%
10-Year Return+7.57%-
Buy Score6868
Momentum Score5853
Value Score6070

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, ARKG or IZRL?

ARKG has an expense ratio of 0.75% while IZRL charges 0.49%. IZRL is the cheaper option, saving you money on management fees over time.

Do ARKG and IZRL hold the same stocks?

ARKG and IZRL share 0 common holdings with a 0.0% weight overlap. They hold 0 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ARKG or IZRL?

Over the past year, ARKG returned +22.24% while IZRL returned +27.23%. IZRL outperformed over this period. Past performance does not guarantee future results.