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ICHKX Guinness Atkinson China & Hong Kong

5 lower fee alternatives found

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund ICHKX Guinness Atkinson China & Hong Kong CXSE WisdomTree China ex-State-Owd Entpr ETF QQQC Global X NASDAQ China Technology ETF  
Similarity
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100% 88% 86%
Annual Fees
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$164.76
(1.56% Exp. Ratio)
$55.98
(0.53% Exp. Ratio)
$68.65
(0.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.61% annual return
$32,129.50 $43,905.54 $42,344.00
Est. savings over 30 yrs +$11,776.04 +$10,214.51
Return
As of 10/31/16
1 YR RETURN 4.72%
3 YR 0.39%
5 YR 2.30%
10 YR 5.23%
1 YR RETURN 5.34%
3 YR 1.91%
5 YR --
10 YR --
1 YR RETURN 6.20%
3 YR 4.38%
5 YR 9.25%
10 YR --
Description
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of companies that are either primarily traded on the China or Hong Kong exchanges or that derive at least 50% of their revenues from business activities in China and/or Hong Kong, but which may be listed and traded elsewhere. It invests at least 65% of its total assets in companies included in the Hang Seng Composite Index. The Advisor will invest the fund's assets in securities of all market capitalization companies, including companies in emerging markets. The fund is non-diversified.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree China ex-State-Owned Enterprises Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a float-adjusted market cap weighted index that consists of common stocks in China, excluding common stocks of "state-owned enterprises." The fund is non-diversified.
The investment seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the NASDAQ OMX China Technology Index. The fund invests at least 80% of its total assets in the securities of the underlying index and in American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") based on the securities in the underlying index. The underlying index is designed to track the performance of the technology sector in China. The fund is non-diversified.

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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.

Similarity

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

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