INCE vs IZRL

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Quick Verdict

INCE has a lower expense ratio. IZRL delivered stronger 1-year returns. INCE offers more diversification with 81 holdings.

Side-by-Side Comparison

MetricINCEIZRL
Fund FamilyFranklin Templeton Investments (US)Ark Invest
Expense Ratio0.29%0.49%
AUM$108M$127M
Dividend Yield4.95%2.83%
Holdings Count8165
Inception Date2016-09-202017-12-04
Investment StyleLarge Cap ValueSmall Cap Growth
1-Month Return+4.05%+2.42%
YTD Return+9.87%+1.88%
1-Year Return+21.86%+27.23%
3-Year Return+17.31%+17.68%
5-Year Return+13.21%-1.17%
10-Year Return--
Buy Score7868
Momentum Score8853
Value Score5970

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, INCE or IZRL?

INCE has an expense ratio of 0.29% while IZRL charges 0.49%. INCE is the cheaper option, saving you money on management fees over time.

Do INCE and IZRL hold the same stocks?

INCE 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, INCE or IZRL?

Over the past year, INCE returned +21.86% while IZRL returned +27.23%. IZRL outperformed over this period. Past performance does not guarantee future results.