IZRL vs SAWS

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Quick Verdict

IZRL has a lower expense ratio. IZRL delivered stronger 1-year returns. SAWS offers more diversification with 70 holdings.

Side-by-Side Comparison

MetricIZRLSAWS
Fund FamilyArk InvestAdvisors Asset Management, Inc.
Expense Ratio0.49%0.55%
AUM$127M$6M
Dividend Yield2.83%0.02%
Holdings Count6571
Inception Date2017-12-042024-07-30
Investment StyleSmall Cap GrowthSmall Cap Growth
1-Month Return+2.42%+4.06%
YTD Return+1.88%+3.70%
1-Year Return+27.23%+8.69%
3-Year Return+17.68%-
5-Year Return-1.17%-
10-Year Return--
Buy Score6866
Momentum Score5361
Value Score7049

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
132
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, IZRL or SAWS?

IZRL has an expense ratio of 0.49% while SAWS charges 0.55%. IZRL is the cheaper option, saving you money on management fees over time.

Do IZRL and SAWS hold the same stocks?

IZRL and SAWS share 0 common holdings with a 0.0% weight overlap. They hold 132 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, IZRL or SAWS?

Over the past year, IZRL returned +27.23% while SAWS returned +8.69%. IZRL outperformed over this period. Past performance does not guarantee future results.