Investment Test Drive

FTGC First Trust Global Tact Cmdty Strat ETF

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ?
Fund FTGC First Trust Global Tact Cmdty Strat ETF CMCYX VanEck CM Commodity Index Y  
Similarity
?
100% 92%
Annual Fees
?
$96.03
(0.95% Exp. Ratio)
$70.76
(0.70% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.08% annual return
$10,374.76 $11,189.77
Est. savings over 30 yrs +$815.01
Return
As of 12/31/16
1 YR RETURN 0.53%
3 YR -11.80%
5 YR --
10 YR --
1 YR RETURN 15.24%
3 YR -11.42%
5 YR -8.18%
10 YR --
Description
The investment seeks to provide total return by providing investors with commodity exposure while seeking a relatively stable risk profile. The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve attractive risk adjusted return by investing in commodity futures contracts and exchange-traded commodity linked instruments (collectively, "Commodities Instruments") through a wholly-owned subsidiary of the fund organized under the laws of the Cayman Islands (the "Subsidiary"). The advisor expects to gain exposure to these investments exclusively by investing in the Subsidiary. It is non-diversified.
The investment seeks to track, before fees and expenses, the performance of the UBS Bloomberg Constant Maturity Commodity Total Return Index. The fund invests in instruments that derive their value from the performance of the UBS Bloomberg Constant Maturity Commodity Total Return Index, and in bonds, debt securities and other fixed income instruments issued by various U.S. public-sector or private-sector entities. It invests in commodity-linked derivative instruments, including commodity index-linked notes, swap agreements, commodity futures contracts and options on futures contracts. The fund is non-diversified.

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.

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

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!