HCOM 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

MetricHCOMIZRL
Fund FamilyHartford FundsArk Invest
Expense Ratio0.59%0.49%
AUM$9M$127M
Dividend Yield10.95%2.83%
Holdings Count5565
Inception Date2021-09-142017-12-04
Investment StyleCommoditiesSmall Cap Growth
1-Month Return-1.05%+2.42%
YTD Return+4.57%+1.88%
1-Year Return+2.31%+27.23%
3-Year Return-5.19%+17.68%
5-Year Return--1.17%
10-Year Return--
Buy Score6068
Momentum Score5553
Value Score6570

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, HCOM or IZRL?

HCOM has an expense ratio of 0.59% while IZRL charges 0.49%. IZRL is the cheaper option, saving you money on management fees over time.

Do HCOM and IZRL hold the same stocks?

HCOM 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, HCOM or IZRL?

Over the past year, HCOM returned +2.31% while IZRL returned +27.23%. IZRL outperformed over this period. Past performance does not guarantee future results.