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 61 holdings.

Side-by-Side Comparison

MetricIZRLTYO
Fund FamilyArk InvestDirexion Shares ETF Trust
Expense Ratio0.49%1.00%
AUM$152M$12M
Dividend Yield2.55%2.62%
Holdings Count636
Inception Date2017-12-042009-04-16
Investment StyleSmall Cap GrowthTrading-Inverse Debt
1-Month Return-6.80%+0.32%
YTD Return+1.94%+6.59%
1-Year Return+15.44%+7.10%
3-Year Return+18.48%+6.09%
5-Year Return-0.35%+12.78%
10-Year Return-+2.24%
Buy Score5363
Momentum Score3749
Value Score75-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
63
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 63 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 +15.44% while TYO returned +7.10%. IZRL outperformed over this period. Past performance does not guarantee future results.