FTKI vs IZRL

Quick Verdict

IZRL has a lower expense ratio. FTKI delivered stronger 1-year returns. FTKI offers more diversification with 144 holdings.

Lower Fees: IZRLHigher Returns: FTKIMore Diversified: FTKI

Side-by-Side Comparison

MetricFTKIIZRLWinner
Expense Ratio0.85%0.49%
AUM$25M$142M
Dividend Yield12.53%2.55%
Holdings17063
YTD Return+13.43%-1.29%
1Y Return+20.96%+13.22%
3Y Return (annualized)-+15.22%
5Y Return (annualized)--0.14%
Volatility (annualized)10.3%23.5%
Max Drawdown-15.2%-60.0%
Fund FamilyFirst Trust Portfolios (US)Ark Invest
CategoryEquityEquity
InceptionFeb 26, 2025Dec 4, 2017

FTKI vs IZRL Performance

First Trust Small Cap BuyWrite Income ETF (FTKI) is a ETF from First Trust Portfolios (US) and ARK Israel Innovative Technology ETF (IZRL) is a ETF from Ark Invest. Over the past year FTKI returned +20.96% while IZRL returned +13.22%. Year to date, FTKI is up 13.43% versus a loss of 1.29% for IZRL.

Risk: Volatility and Drawdowns

IZRL has been the more volatile fund, with annualized monthly volatility of 23.5% compared with 10.3% for FTKI. 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 -15.2% for FTKI 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 0.02. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FTKI charges 0.85% per year while IZRL charges 0.49%. On a $10,000 position that is $85 vs $49 annually, a gap of $36 per year that compounds over a long holding period. On income, FTKI currently yields 12.53% against 2.55% for IZRL.

Holdings Overlap

0.6%overlap

FTKI and IZRL share 1 holdings out of 209 unique holdings combined, representing a 0.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FTKIWeight in IZRLDifference
ETOR:IL0.60%1.56%0.96%

Frequently Asked Questions

Which is cheaper, FTKI or IZRL?

FTKI has an expense ratio of 0.85% while IZRL charges 0.49%. IZRL is the cheaper option. On a $10,000 investment, that is $36 per year of difference.

Which performed better, FTKI or IZRL?

Over the past year FTKI returned +20.96% vs +13.22% for IZRL, so FTKI leads on 1-year performance. Over the longest common window we track (2 years), FTKI annualized +12.86% vs +5.32% for IZRL. Past performance does not guarantee future results.

Which is riskier, FTKI or IZRL?

IZRL has been the more volatile fund at 23.5% annualized versus 10.3% for FTKI. Worst drawdown: FTKI -15.2% vs IZRL -60.0%.

Should I hold both FTKI and IZRL?

FTKI and IZRL have a monthly-return correlation of 0.02, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FTKI and IZRL?

FTKI and IZRL share 1 common holdings with a 0.6% weight overlap. Combined, they hold 209 unique securities.

Which pays a higher dividend, FTKI or IZRL?

FTKI yields 12.53% while IZRL yields 2.55%, so FTKI currently pays the higher dividend yield.

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