IG vs IZRL

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Quick Verdict

IG has a lower expense ratio. IZRL delivered stronger 1-year returns. IG offers more diversification with 231 holdings.

Side-by-Side Comparison

MetricIGIZRL
Fund FamilyPrincipal FundsArk Invest
Expense Ratio0.19%0.49%
AUM$166M$127M
Dividend Yield4.97%2.83%
Holdings Count23165
Inception Date2018-04-182017-12-04
Investment StyleLong Term Mid QualitySmall Cap Growth
1-Month Return+0.38%+2.42%
YTD Return+0.43%+1.88%
1-Year Return+7.39%+27.23%
3-Year Return+4.29%+17.68%
5-Year Return-0.34%-1.17%
10-Year Return--
Buy Score7068
Momentum Score3553
Value Score5870

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, IG or IZRL?

IG has an expense ratio of 0.19% while IZRL charges 0.49%. IG is the cheaper option, saving you money on management fees over time.

Do IG and IZRL hold the same stocks?

IG 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, IG or IZRL?

Over the past year, IG returned +7.39% while IZRL returned +27.23%. IZRL outperformed over this period. Past performance does not guarantee future results.