HCOM vs IZRL

Quick Verdict

IZRL has a lower expense ratio. IZRL delivered stronger 1-year returns. IZRL offers more diversification with 66 holdings.

Lower Fees: IZRLHigher Returns: IZRLMore Diversified: IZRL

Side-by-Side Comparison

MetricHCOMIZRLWinner
Expense Ratio0.59%0.49%
AUM$9M$142M
Dividend Yield10.95%2.55%
Holdings5563
YTD Return+0.71%-0.27%
1Y Return-4.90%+13.01%
3Y Return (annualized)-6.95%+15.44%
5Y Return (annualized)-+0.04%
Volatility (annualized)14.7%23.5%
Max Drawdown-28.8%-60.0%
Fund FamilyHartford FundsArk Invest
CategoryCommodityEquity
InceptionSep 14, 2021Dec 4, 2017

HCOM vs IZRL Performance

Hartford Schroders Commodity Strategy ETF (HCOM) is a ETF from Hartford Funds and ARK Israel Innovative Technology ETF (IZRL) is a ETF from Ark Invest. Over the past year HCOM returned -4.90% while IZRL returned +13.01%. Year to date, HCOM is up 0.71% versus a loss of 0.27% for IZRL.

Over three years, HCOM compounded at -6.95% per year against +15.44% for IZRL. Across the full 4-year window we track, IZRL has the edge at +5.46% annualized vs +0.68%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IZRL has been the more volatile fund, with annualized monthly volatility of 23.5% compared with 14.7% for HCOM. 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 -28.8% for HCOM 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 -0.05. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

HCOM charges 0.59% per year while IZRL charges 0.49%. On a $10,000 position that is $59 vs $49 annually, a gap of $10 per year that compounds over a long holding period. On income, HCOM currently yields 10.95% against 2.55% for IZRL.

Frequently Asked Questions

Which is cheaper, HCOM or IZRL?

HCOM has an expense ratio of 0.59% while IZRL charges 0.49%. IZRL is the cheaper option. On a $10,000 investment, that is $10 per year of difference.

Which performed better, HCOM or IZRL?

Over the past year HCOM returned -4.90% vs +13.01% for IZRL, so IZRL leads on 1-year performance. Over the longest common window we track (4 years), HCOM annualized +0.68% vs +5.46% for IZRL. Past performance does not guarantee future results.

Which is riskier, HCOM or IZRL?

IZRL has been the more volatile fund at 23.5% annualized versus 14.7% for HCOM. Worst drawdown: HCOM -28.8% vs IZRL -60.0%.

Should I hold both HCOM and IZRL?

HCOM and IZRL have a monthly-return correlation of -0.05, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, HCOM or IZRL?

HCOM yields 10.95% while IZRL yields 2.55%, so HCOM currently pays the higher dividend yield.

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