IZRL vs PHDG
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IZRL vs PHDG
ARK Israel Innovative Technology ETF vs Invesco S&P 500 Downside Hedged ETF
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Quick Verdict
PHDG has a lower expense ratio. IZRL delivered stronger 1-year returns. PHDG offers more diversification with 484 holdings.
Side-by-Side Comparison
| Metric | IZRL | PHDG |
|---|---|---|
| Fund Family | Ark Invest | Invesco (US) |
| Expense Ratio | 0.49% | 0.39% |
| AUM | $127M | $65M |
| Dividend Yield | 2.83% | 2.06% |
| Holdings Count | 65 | 513 |
| Inception Date | 2017-12-04 | 2012-12-05 |
| Investment Style | Small Cap Growth | All Cap Blend |
| 1-Month Return | +2.42% | +0.30% |
| YTD Return | +1.88% | +1.71% |
| 1-Year Return | +27.23% | +3.17% |
| 3-Year Return | +17.68% | +7.51% |
| 5-Year Return | -1.17% | +4.00% |
| 10-Year Return | - | +6.36% |
| Buy Score | 68 | 71 |
| Momentum Score | 53 | 41 |
| Value Score | 70 | 57 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
546
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, IZRL or PHDG?
IZRL has an expense ratio of 0.49% while PHDG charges 0.39%. PHDG is the cheaper option, saving you money on management fees over time.
Do IZRL and PHDG hold the same stocks?
IZRL and PHDG share 0 common holdings with a 0.0% weight overlap. They hold 546 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, IZRL or PHDG?
Over the past year, IZRL returned +27.23% while PHDG returned +3.17%. IZRL outperformed over this period. Past performance does not guarantee future results.