HUSV vs IZRL

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Quick Verdict

IZRL has a lower expense ratio. IZRL delivered stronger 1-year returns. HUSV offers more diversification with 102 holdings.

Side-by-Side Comparison

MetricHUSVIZRL
Fund FamilyFirst Trust Portfolios (US)Ark Invest
Expense Ratio0.70%0.49%
AUM$75M$127M
Dividend Yield1.31%2.83%
Holdings Count10265
Inception Date2016-08-242017-12-04
Investment StyleLarge Cap BlendSmall Cap Growth
1-Month Return+1.97%+2.42%
YTD Return+2.44%+1.88%
1-Year Return+3.07%+27.23%
3-Year Return+7.82%+17.68%
5-Year Return+8.85%-1.17%
10-Year Return--
Buy Score6868
Momentum Score4653
Value Score4870

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, HUSV or IZRL?

HUSV has an expense ratio of 0.70% while IZRL charges 0.49%. IZRL is the cheaper option, saving you money on management fees over time.

Do HUSV and IZRL hold the same stocks?

HUSV 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, HUSV or IZRL?

Over the past year, HUSV returned +3.07% while IZRL returned +27.23%. IZRL outperformed over this period. Past performance does not guarantee future results.