ARKG vs TLI

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Quick Verdict

ARKG offers more diversification with 35 holdings.

Side-by-Side Comparison

MetricARKGTLI
Fund FamilyArk InvestWestern Asset Corporate Loan Fund Inc.
Expense Ratio0.75%-
AUM$1.3B$108M
Dividend Yield0.00%-
Holdings Count35-
Inception Date2014-10-31-
Investment StyleSmall Cap Blend-
1-Month Return-1.48%-
YTD Return+2.60%-
1-Year Return+22.24%-
3-Year Return-0.54%-
5-Year Return-20.24%-
10-Year Return+7.57%-
Buy Score68-
Momentum Score58-
Value Score60-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
28
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, ARKG or TLI?

Expense ratio data is not currently available.

Do ARKG and TLI hold the same stocks?

ARKG and TLI share 0 common holdings with a 0.0% weight overlap. They hold 28 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ARKG or TLI?

Historical return data is not currently available for comparison.