FTGS 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

MetricFTGSIZRL
Fund FamilyFirst Trust Portfolios (US)Ark Invest
Expense Ratio0.60%0.49%
AUM$1.2B$127M
Dividend Yield0.16%2.83%
Holdings Count5165
Inception Date2022-10-252017-12-04
Investment StyleLarge Cap GrowthSmall Cap Growth
1-Month Return+1.50%+2.42%
YTD Return+1.44%+1.88%
1-Year Return+10.72%+27.23%
3-Year Return+18.08%+17.68%
5-Year Return--1.17%
10-Year Return--
Buy Score7168
Momentum Score4753
Value Score6670

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, FTGS or IZRL?

FTGS has an expense ratio of 0.60% while IZRL charges 0.49%. IZRL is the cheaper option, saving you money on management fees over time.

Do FTGS and IZRL hold the same stocks?

FTGS 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, FTGS or IZRL?

Over the past year, FTGS returned +10.72% while IZRL returned +27.23%. IZRL outperformed over this period. Past performance does not guarantee future results.