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 62 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 Score5352
Value Score6570

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
62
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 62 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.