FTCB vs IZRL

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Quick Verdict

IZRL has a lower expense ratio. IZRL delivered stronger 1-year returns. FTCB offers more diversification with 671 holdings.

Side-by-Side Comparison

MetricFTCBIZRL
Fund FamilyFirst Trust Portfolios (US)Ark Invest
Expense Ratio0.56%0.49%
AUM$2.2B$127M
Dividend Yield4.94%2.83%
Holdings Count67165
Inception Date2023-11-072017-12-04
Investment StyleInvestment Grade BondSmall Cap Growth
1-Month Return-0.05%+2.42%
YTD Return+0.00%+1.88%
1-Year Return+7.44%+27.23%
3-Year Return-+17.68%
5-Year Return--1.17%
10-Year Return--
Buy Score5568
Momentum Score2953
Value Score5670

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, FTCB or IZRL?

FTCB has an expense ratio of 0.56% while IZRL charges 0.49%. IZRL is the cheaper option, saving you money on management fees over time.

Do FTCB and IZRL hold the same stocks?

FTCB 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, FTCB or IZRL?

Over the past year, FTCB returned +7.44% while IZRL returned +27.23%. IZRL outperformed over this period. Past performance does not guarantee future results.