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 330 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 Score2952
Value Score-70

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
392
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 392 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.