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GIVE AdvisorShares Global Echo ETF

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Fund GIVE AdvisorShares Global Echo ETF PAXWX Pax Balanced Individual Investor NCBGX New Covenant Balanced Growth  
100% 92% 88%
Annual Fees
(1.51% Exp. Ratio)
(0.91% Exp. Ratio)
(1.06% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$22,082.39 $26,495.78 $25,318.57
Est. savings over 30 yrs +$4,413.40 +$3,236.18
As of 12/31/16
1 YR RETURN 1.15%
3 YR 0.67%
5 YR --
10 YR --
1 YR RETURN 5.79%
3 YR 4.36%
5 YR 8.03%
10 YR 4.05%
1 YR RETURN 5.87%
3 YR 4.21%
5 YR 7.79%
10 YR 3.87%
The investment seeks to achieve long-term capital appreciation with an emphasis on absolute (positive) returns and low sensitivity to traditional financial market indices, such as the S&P 500 Index, over a full market cycle. The fund is a multi-manager, multi-strategy, broadly diversified, actively managed exchange-traded fund ("ETF") with a focus on Sustainable Investing. It invests primarily in U.S. and foreign equity securities, American Depositary Receipts ("ADRs"), fixed income securities, including municipal bonds, and affiliated and unaffiliated ETFs.
The investment seeks income and conservation of principal; as a secondary investment objective, the Balanced Fund seeks long-term growth of capital. The fund follows a sustainable investing approach, combining rigorous financial analysis with equally rigorous environmental, social and governance (ESG) analysis in order to identify investments. The adviser normally expects to invest approximately 60-75% of its assets in equity securities and 25-40% of its assets in debt securities (including but not limited to debt securities convertible into equity securities).
The investment seeks to produce capital appreciation with less risk than would be present in a portfolio of only common stocks. The fund invests primarily in shares of the New Covenant Growth Fund (the "growth fund") and the New Covenant Income Fund (the "income fund"), with a majority of its assets generally invested in shares of the growth fund. Between 45% and 75% of the fund's net assets (with a "neutral" position of approximately 60% of the fund's net assets) are invested in shares of the growth fund, with the balance of its net assets invested in shares of the income fund or cash or cash equivalents.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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