INCE vs IZRL

vs

Quick Verdict

INCE has a lower expense ratio. IZRL delivered stronger 1-year returns. IZRL offers more diversification with 62 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
103
Total Unique

Sector Allocation

Loading chart...

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 103 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.