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
62
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 62 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.