IZRL vs TYO

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Quick Verdict

IZRL has a lower expense ratio. IZRL delivered stronger 1-year returns. IZRL offers more diversification with 65 holdings.

Side-by-Side Comparison

MetricIZRLTYO
Fund FamilyArk InvestDirexion Shares ETF Trust
Expense Ratio0.49%1.00%
AUM$127M$9M
Dividend Yield2.83%3.85%
Holdings Count656
Inception Date2017-12-042009-04-16
Investment StyleSmall Cap GrowthTrading-Inverse Debt
1-Month Return+2.42%+1.89%
YTD Return+1.88%+1.51%
1-Year Return+27.23%-5.33%
3-Year Return+17.68%+7.45%
5-Year Return-1.17%+12.86%
10-Year Return-+0.23%
Buy Score6855
Momentum Score5341
Value Score7036

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 TYO?

IZRL has an expense ratio of 0.49% while TYO charges 1.00%. IZRL is the cheaper option, saving you money on management fees over time.

Do IZRL and TYO hold the same stocks?

IZRL and TYO 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 TYO?

Over the past year, IZRL returned +27.23% while TYO returned -5.33%. IZRL outperformed over this period. Past performance does not guarantee future results.