IZRL vs SCHQ

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Quick Verdict

SCHQ has a lower expense ratio. IZRL delivered stronger 1-year returns. SCHQ offers more diversification with 97 holdings.

Side-by-Side Comparison

MetricIZRLSCHQ
Fund FamilyArk InvestCharles Schwab Asset Management
Expense Ratio0.49%0.03%
AUM$127M$923M
Dividend Yield2.83%4.43%
Holdings Count6597
Inception Date2017-12-042019-10-10
Investment StyleSmall Cap GrowthLong Term Government Bond
1-Month Return+2.42%-0.06%
YTD Return+1.88%+0.09%
1-Year Return+27.23%+4.22%
3-Year Return+17.68%-1.99%
5-Year Return-1.17%-6.92%
10-Year Return--
Buy Score6861
Momentum Score5325
Value Score7073

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 SCHQ?

IZRL has an expense ratio of 0.49% while SCHQ charges 0.03%. SCHQ is the cheaper option, saving you money on management fees over time.

Do IZRL and SCHQ hold the same stocks?

IZRL and SCHQ 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 SCHQ?

Over the past year, IZRL returned +27.23% while SCHQ returned +4.22%. IZRL outperformed over this period. Past performance does not guarantee future results.