ELCV vs IZRL

ELCV vs IZRL
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Quick Verdict

ELCV delivered stronger 1-year returns. IZRL offers more diversification with 67 holdings.

Lower Fees: TiedHigher Returns: ELCVMore Diversified: IZRL

Side-by-Side Comparison

MetricELCVIZRLWinner
Expense Ratio0.49%0.49%
AUM$262M$137M
Dividend Yield2.15%2.63%
Holdings4767
YTD Return+19.72%-4.16%
1Y Return+25.23%+8.19%
3Y Return (annualized)-+15.16%
5Y Return (annualized)--0.04%
Volatility (annualized)13.8%23.5%
Max Drawdown-18.4%-60.0%
Fund FamilyEventideArk Invest
CategoryEquityEquity
InceptionSep 30, 2024Dec 4, 2017

ELCV vs IZRL Performance

Eventide High Dividend ETF (ELCV) is a ETF from Eventide and ARK Israel Innovative Technology ETF (IZRL) is a ETF from Ark Invest. Over the past year ELCV returned +25.23% while IZRL returned +8.19%. Year to date, ELCV is up 19.72% versus a loss of 4.16% for IZRL.

Risk: Volatility and Drawdowns

IZRL has been the more volatile fund, with annualized monthly volatility of 23.5% compared with 13.8% for ELCV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -18.4% for ELCV and -60.0% for IZRL. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.28. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ELCV charges 0.49% per year while IZRL charges 0.49%. On a $10,000 position that is $49 vs $49 annually. On income, ELCV currently yields 2.15% against 2.63% for IZRL.

Holdings Overlap

0.0%overlap

ELCV and IZRL share 0 holdings out of 112 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, ELCV or IZRL?

ELCV has an expense ratio of 0.49% while IZRL charges 0.49%. They cost the same. On a $10,000 investment, that is $0 per year of difference.

Which performed better, ELCV or IZRL?

Over the past year ELCV returned +25.23% vs +8.19% for IZRL, so ELCV leads on 1-year performance. Over the longest common window we track (2 years), ELCV annualized +15.47% vs +4.95% for IZRL. Past performance does not guarantee future results.

Which is riskier, ELCV or IZRL?

IZRL has been the more volatile fund at 23.5% annualized versus 13.8% for ELCV. Worst drawdown: ELCV -18.4% vs IZRL -60.0%.

Should I hold both ELCV and IZRL?

ELCV and IZRL have a monthly-return correlation of 0.28, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ELCV and IZRL?

ELCV and IZRL share 0 common holdings with a 0.0% weight overlap. Combined, they hold 112 unique securities.

Which pays a higher dividend, ELCV or IZRL?

ELCV yields 2.15% while IZRL yields 2.63%, so IZRL currently pays the higher dividend yield.

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