IZRL vs KF

Quick Verdict

KF delivered stronger 1-year returns. IZRL offers more diversification with 66 holdings.

Lower Fees: TiedHigher Returns: KFMore Diversified: IZRL

Side-by-Side Comparison

MetricIZRLKFWinner
Expense Ratio0.49%-
AUM$142M$285M
Dividend Yield2.55%1.57%
Holdings6352
YTD Return+0.27%+64.67%
1Y Return+11.14%+130.85%
3Y Return (annualized)+15.81%+44.19%
5Y Return (annualized)+0.21%+17.31%
Volatility (annualized)23.5%43.4%
Max Drawdown-60.0%-77.0%
Fund FamilyArk InvestThe Korea Fund, Inc. (KF)
CategoryEquityEquity
InceptionDec 4, 2017Aug 29, 1984

IZRL vs KF Performance

ARK Israel Innovative Technology ETF (IZRL) is a ETF from Ark Invest and The Korea Fund, Inc. (KF) is a ETF from The Korea Fund, Inc. (KF). Over the past year IZRL returned +11.14% while KF returned +130.85%. Year to date, IZRL is up 0.27% versus a gain of 64.67% for KF.

Over three years, IZRL compounded at +15.81% per year against +44.19% for KF; over five years the annualized figures are +0.21% and +17.31% respectively. Across the full 9-year window we track, KF has the edge at +16.48% annualized vs +5.51%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KF has been the more volatile fund, with annualized monthly volatility of 43.4% compared with 23.5% for IZRL. 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 -60.0% for IZRL and -77.0% for KF. 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 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.

Holdings Overlap

0.0%overlap

IZRL and KF share 0 holdings out of 115 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which performed better, IZRL or KF?

Over the past year IZRL returned +11.14% vs +130.85% for KF, so KF leads on 1-year performance. Over the longest common window we track (9 years), IZRL annualized +5.51% vs +16.48% for KF. Past performance does not guarantee future results.

Which is riskier, IZRL or KF?

KF has been the more volatile fund at 43.4% annualized versus 23.5% for IZRL. Worst drawdown: IZRL -60.0% vs KF -77.0%.

Should I hold both IZRL and KF?

IZRL and KF have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IZRL and KF?

IZRL and KF share 0 common holdings with a 0.0% weight overlap. Combined, they hold 115 unique securities.

Which pays a higher dividend, IZRL or KF?

IZRL yields 2.55% while KF yields 1.57%, so IZRL currently pays the higher dividend yield.

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