FQAL vs IZRL

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Quick Verdict

FQAL has a lower expense ratio. FQAL delivered stronger 1-year returns. FQAL offers more diversification with 124 holdings.

Side-by-Side Comparison

MetricFQALIZRL
Fund FamilyFidelity Investments (US)Ark Invest
Expense Ratio0.15%0.49%
AUM$1.4B$152M
Dividend Yield1.17%2.55%
Holdings Count12963
Inception Date2016-09-122017-12-04
Investment StyleLarge Cap BlendSmall Cap Growth
1-Month Return+0.04%-6.80%
YTD Return+7.80%+1.94%
1-Year Return+17.86%+15.44%
3-Year Return+18.53%+18.48%
5-Year Return+11.89%-0.35%
10-Year Return--
Buy Score6953
Momentum Score5637
Value Score7375

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
185
Total Unique

Frequently Asked Questions

Which has lower fees, FQAL or IZRL?

FQAL has an expense ratio of 0.15% while IZRL charges 0.49%. FQAL is the cheaper option, saving you money on management fees over time.

Do FQAL and IZRL hold the same stocks?

FQAL and IZRL share 0 common holdings with a 0.0% weight overlap. They hold 185 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FQAL or IZRL?

Over the past year, FQAL returned +17.86% while IZRL returned +15.44%. FQAL outperformed over this period. Past performance does not guarantee future results.