FAAR 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

MetricFAARIZRL
Fund FamilyFirst Trust Portfolios (US)Ark Invest
Expense Ratio0.97%0.49%
AUM$165M$127M
Dividend Yield10.44%2.83%
Holdings Count3065
Inception Date2016-05-182017-12-04
Investment StyleCommoditiesSmall Cap Growth
1-Month Return+3.07%+2.42%
YTD Return+11.28%+1.88%
1-Year Return+19.40%+27.23%
3-Year Return+6.43%+17.68%
5-Year Return+7.18%-1.17%
10-Year Return--
Buy Score6568
Momentum Score8653
Value Score5570

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, FAAR or IZRL?

FAAR has an expense ratio of 0.97% while IZRL charges 0.49%. IZRL is the cheaper option, saving you money on management fees over time.

Do FAAR and IZRL hold the same stocks?

FAAR 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, FAAR or IZRL?

Over the past year, FAAR returned +19.40% while IZRL returned +27.23%. IZRL outperformed over this period. Past performance does not guarantee future results.