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 98 holdings.

Side-by-Side Comparison

MetricIZRLSCHQ
Fund FamilyArk InvestCharles Schwab Asset Management
Expense Ratio0.49%0.03%
AUM$152M$774M
Dividend Yield2.55%4.73%
Holdings Count6398
Inception Date2017-12-042019-10-10
Investment StyleSmall Cap GrowthLong Term Government Bond
1-Month Return+9.05%+0.50%
YTD Return+9.38%-0.04%
1-Year Return+34.13%+4.36%
3-Year Return+22.15%-0.85%
5-Year Return+1.10%-5.19%
10-Year Return--
Buy Score6261
Momentum Score6121
Value Score69-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
61
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 61 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 +34.13% while SCHQ returned +4.36%. IZRL outperformed over this period. Past performance does not guarantee future results.