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 71 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
0
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 0 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.