IGBH vs IZRL

vs

Quick Verdict

IGBH has a lower expense ratio. IZRL delivered stronger 1-year returns. IGBH offers more diversification with 274 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 Score4153
Value Score6370

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
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 0 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.