IZRL vs SBIO

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Quick Verdict

IZRL has a lower expense ratio. SBIO delivered stronger 1-year returns. SBIO offers more diversification with 90 holdings.

Side-by-Side Comparison

MetricIZRLSBIO
Fund FamilyArk InvestALPS Advisors
Expense Ratio0.49%0.50%
AUM$127M$139M
Dividend Yield2.83%0.00%
Holdings Count6590
Inception Date2017-12-042014-12-30
Investment StyleSmall Cap GrowthSmall Cap Growth
1-Month Return+2.42%+0.62%
YTD Return+1.88%+2.63%
1-Year Return+27.23%+64.54%
3-Year Return+17.68%+20.94%
5-Year Return-1.17%-0.63%
10-Year Return-+10.30%
Buy Score6868
Momentum Score5359
Value Score7067

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 SBIO?

IZRL has an expense ratio of 0.49% while SBIO charges 0.50%. IZRL is the cheaper option, saving you money on management fees over time.

Do IZRL and SBIO hold the same stocks?

IZRL and SBIO 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 SBIO?

Over the past year, IZRL returned +27.23% while SBIO returned +64.54%. SBIO outperformed over this period. Past performance does not guarantee future results.