ELCV vs IZRL

vs

Quick Verdict

ELCV delivered stronger 1-year returns. IZRL offers more diversification with 61 holdings.

Side-by-Side Comparison

MetricELCVIZRL
Fund FamilyEventideArk Invest
Expense Ratio0.49%0.49%
AUM$254M$152M
Dividend Yield2.06%2.55%
Holdings Count4763
Inception Date2024-09-302017-12-04
Investment StyleLarge Cap ValueSmall Cap Growth
1-Month Return+4.88%-6.80%
YTD Return+23.23%+1.94%
1-Year Return+32.26%+15.44%
3-Year Return-+18.48%
5-Year Return--0.35%
10-Year Return--
Buy Score7753
Momentum Score9037
Value Score-75

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
107
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, ELCV or IZRL?

ELCV has an expense ratio of 0.49% while IZRL charges 0.49%. They charge the same expense ratio.

Do ELCV and IZRL hold the same stocks?

ELCV and IZRL share 0 common holdings with a 0.0% weight overlap. They hold 107 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ELCV or IZRL?

Over the past year, ELCV returned +32.26% while IZRL returned +15.44%. ELCV outperformed over this period. Past performance does not guarantee future results.