IGBH vs IZRL

vs

Quick Verdict

IGBH has a lower expense ratio. IZRL delivered stronger 1-year returns. IZRL offers more diversification with 62 holdings.

Side-by-Side Comparison

MetricIGBHIZRL
Fund FamilyiShares by BlackRock (US)Ark Invest
Expense Ratio0.14%0.49%
AUM$174M$127M
Dividend Yield6.09%2.83%
Holdings Count27465
Inception Date2015-07-222017-12-04
Investment StyleUltrashort Term BondSmall Cap Growth
1-Month Return+0.89%+2.42%
YTD Return+0.85%+1.88%
1-Year Return+7.33%+27.23%
3-Year Return+7.78%+17.68%
5-Year Return+5.04%-1.17%
10-Year Return+4.61%-
Buy Score6068
Momentum Score4052
Value Score-70

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
64
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, IGBH or IZRL?

IGBH has an expense ratio of 0.14% while IZRL charges 0.49%. IGBH is the cheaper option, saving you money on management fees over time.

Do IGBH and IZRL hold the same stocks?

IGBH and IZRL share 0 common holdings with a 0.0% weight overlap. They hold 64 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, IGBH or IZRL?

Over the past year, IGBH returned +7.33% while IZRL returned +27.23%. IZRL outperformed over this period. Past performance does not guarantee future results.