Investment Test Drive

IYC iShares US Consumer Services

2 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund IYC iShares US Consumer Services XLY Consumer Discret Sel Sect SPDR® ETF RTH VanEck Vectors Retail ETF  
100% 96% 93%
Annual Fees
(0.44% Exp. Ratio)
(0.14% Exp. Ratio)
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.80% annual return
$47,516.64 $52,005.10 $48,822.30
Est. savings over 30 yrs +$4,488.46 +$1,305.65
As of 9/30/16
1 YR RETURN 7.98%
3 YR 11.30%
5 YR 19.42%
10 YR 10.13%
1 YR RETURN 9.48%
3 YR 11.33%
5 YR 19.85%
10 YR 10.28%
1 YR RETURN 8.46%
3 YR 13.50%
5 YR --
10 YR --
The investment seeks to track the investment results of the Dow Jones U.S. Consumer Services Index composed of U.S. equities in the consumer services sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the consumer services sector of the U.S. equity market.
The investment seeks investment results that, before expenses, correspond to the price and yield performance of publicly traded equities of companies in the Consumer Discretionary Select Sector Index. The fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: media; retail; hotels, restaurants and leisure; textiles, apparel and luxury goods; household durables; automobiles; auto components; distributors; leisure products; and diversified consumer services. It is non-diversified.
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Market Vectors® US Listed Retail 25 Index (the "Retail Index"). The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The Retail Index is comprised of common stocks and depositary receipts of U.S. exchange-listed companies that derive at least 50% of their revenues (or, in certain circumstances, have at least 50% of their assets) from retail. 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.


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!