IZRL vs TYLG

IZRL vs TYLG
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Quick Verdict

IZRL has a lower expense ratio. TYLG delivered stronger 1-year returns. TYLG offers more diversification with 78 holdings.

Lower Fees: IZRLHigher Returns: TYLGMore Diversified: TYLG

Side-by-Side Comparison

MetricIZRLTYLGWinner
Expense Ratio0.49%0.60%
AUM$137M$15M
Dividend Yield2.63%8.89%
Holdings6778
YTD Return-3.33%+21.18%
1Y Return+7.20%+35.64%
3Y Return (annualized)+15.13%+23.66%
5Y Return (annualized)-0.29%-
Volatility (annualized)23.5%15.8%
Max Drawdown-60.0%-24.5%
Fund FamilyArk InvestGlobal X by mirae Asset
CategoryEquityAlternative
InceptionDec 4, 2017Nov 21, 2022

IZRL vs TYLG Performance

ARK Israel Innovative Technology ETF (IZRL) is a ETF from Ark Invest and Global X Information Technology Covered Call & Growth ETF (TYLG) is a ETF from Global X by mirae Asset. Over the past year IZRL returned +7.20% while TYLG returned +35.64%. Year to date, IZRL is down 3.33% versus a gain of 21.18% for TYLG.

Over three years, IZRL compounded at +15.13% per year against +23.66% for TYLG. Across the full 4-year window we track, TYLG has the edge at +25.12% annualized vs +5.06%. 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 15.8% for TYLG. 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 -24.5% for TYLG. 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IZRL charges 0.49% per year while TYLG charges 0.60%. On a $10,000 position that is $49 vs $60 annually, a gap of $11 per year that compounds over a long holding period. On income, IZRL currently yields 2.63% against 8.89% for TYLG.

Holdings Overlap

0.0%overlap

IZRL and TYLG share 0 holdings out of 140 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, IZRL or TYLG?

IZRL has an expense ratio of 0.49% while TYLG charges 0.60%. IZRL is the cheaper option. On a $10,000 investment, that is $11 per year of difference.

Which performed better, IZRL or TYLG?

Over the past year IZRL returned +7.20% vs +35.64% for TYLG, so TYLG leads on 1-year performance. Over the longest common window we track (4 years), IZRL annualized +5.06% vs +25.12% for TYLG. Past performance does not guarantee future results.

Which is riskier, IZRL or TYLG?

IZRL has been the more volatile fund at 23.5% annualized versus 15.8% for TYLG. Worst drawdown: IZRL -60.0% vs TYLG -24.5%.

Should I hold both IZRL and TYLG?

IZRL and TYLG have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IZRL and TYLG?

IZRL and TYLG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 140 unique securities.

Which pays a higher dividend, IZRL or TYLG?

IZRL yields 2.63% while TYLG yields 8.89%, so TYLG currently pays the higher dividend yield.

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