Investment Test Drive

SVDHX Savos Dynamic Hedging

7 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund SVDHX Savos Dynamic Hedging VSMGX Vanguard LifeStrategy Moderate Gr Inv SWBGX Schwab MarketTrack Balanced  
100% 85% 87%
Annual Fees
(1.60% Exp. Ratio)
(0.14% Exp. Ratio)
(0.64% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.18% annual return
$21,086.10 $32,801.24 $28,215.70
Est. savings over 30 yrs +$11,715.13 +$7,129.60
As of 9/30/16
1 YR RETURN 8.18%
3 YR --
5 YR --
10 YR --
1 YR RETURN 10.26%
3 YR 6.24%
5 YR 9.30%
10 YR 5.28%
1 YR RETURN 10.17%
3 YR 5.51%
5 YR 9.06%
10 YR 4.87%
The investment seeks to partially offset extreme declines in the equity markets while also seeking to provide positive total returns in rising markets. The fund invests primarily in equity securities that broadly represent the U.S. equities market; derivative instruments related to the U.S. equities market (futures contracts, options and swaps on U.S. equity indexes and equity-related indexes such as the CBOE Volatility Index (the "VIX Index")); and fixed-income securities (including money market and other short-term or variable-rate, high quality securities and related ETFs). It is non-diversified.
The investment seeks capital appreciation and a low to moderate level of current income. The fund invests in other Vanguard mutual funds according to a fixed formula that reflects an allocation of approximately 60% of the fund's assets to common stocks and 40% to bonds. Its indirect bond holdings are a diversified mix of short-, intermediate-, and long-term U.S. government, U.S. agency, and investment-grade U.S. corporate bonds; mortgage-backed and asset-backed securities; and government, agency, corporate, and securitized investment-grade foreign bonds issued in currencies other than the U.S. dollar.
The investment seeks both capital growth and income. To pursue its goal, the portfolio maintains a defined asset allocation. The portfolio's target allocation includes bond, stock and cash investments. The portfolio's allocation is weighted toward stock investments, while including substantial bond investments in seeking to add income and reduce the portfolio's volatility. The portfolio seeks to remain close to the target allocations of 60% equity, 35% fixed income and 5% cash and cash equivalents (including money market funds) and typically does not change its target allocation.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.


Your Feedback has been sent successfully!