IZRL vs SPGM

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Quick Verdict

SPGM has a lower expense ratio. IZRL delivered stronger 1-year returns. SPGM offers more diversification with 2954 holdings.

Side-by-Side Comparison

MetricIZRLSPGM
Fund FamilyArk InvestSPDR State Street Global Advisors
Expense Ratio0.49%0.09%
AUM$127M$1.5B
Dividend Yield2.83%1.80%
Holdings Count652,954
Inception Date2017-12-042012-02-27
Investment StyleSmall Cap GrowthLarge Cap Blend
1-Month Return+2.42%+3.34%
YTD Return+1.88%+2.71%
1-Year Return+27.23%+23.81%
3-Year Return+17.68%+19.04%
5-Year Return-1.17%+12.35%
10-Year Return-+5.47%
Buy Score6876
Momentum Score5359
Value Score7071

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 SPGM?

IZRL has an expense ratio of 0.49% while SPGM charges 0.09%. SPGM is the cheaper option, saving you money on management fees over time.

Do IZRL and SPGM hold the same stocks?

IZRL and SPGM 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 SPGM?

Over the past year, IZRL returned +27.23% while SPGM returned +23.81%. IZRL outperformed over this period. Past performance does not guarantee future results.