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BSCK Guggenheim BulletShrs 2020 Corp Bd ETF

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Fund BSCK Guggenheim BulletShrs 2020 Corp Bd ETF IBCE iShares iBonds Mar 2023 Term Corp exFncl IBDD iShares iBonds Mar 2023 Term Corporate  
Similarity
?
100% 93% 93%
Annual Fees
?
$24.50
(0.24% Exp. Ratio)
$10.21
(0.10% Exp. Ratio)
$10.21
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.10% annual return
$17,372.45 $18,118.93 $18,118.93
Est. savings over 30 yrs +$746.48 +$746.48
Return
As of 10/31/16
1 YR RETURN 4.08%
3 YR 3.84%
5 YR --
10 YR --
1 YR RETURN 6.24%
3 YR 5.00%
5 YR --
10 YR --
1 YR RETURN 6.99%
3 YR 5.22%
5 YR --
10 YR --
Description
The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an investment grade corporate bond index called the Nasdaq BulletShares® USD Corporate Bond 2020 Index. The fund normally invests at least 80% of its total assets in component securities that comprise the index. Under normal circumstances, it will invest at least 80% of its net assets in corporate bonds. The index is designed to represent the performance of a held-to-maturity portfolio of U.S. dollar-denominated investment-grade corporate bonds with effective maturities in the year 2020. The fund is non-diversified.
The investment seeks to track the investment results of Bloomberg Barclays 2023 Maturity High Quality Corporate Index which composed of U.S. dollar-denominated, investment-grade corporate bonds, excluding financials, maturing after March 31, 2022 and before April 1, 2023. The fund generally will invest at least 90% of its assets in the component securities of the underlying index, and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which BFA believes will help the fund track the underlying index. It is non-diversified.
The investment seeks to track the investment results of Bloomberg Barclays 2023 Maturity Corporate Index which composed of U.S. dollar-denominated, investment-grade corporate bonds maturing after March 31, 2022 and before April 1, 2023. The fund generally will invest at least 90% of its assets in the component securities (including indirect investments through the underlying fund) of the underlying index, and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index. It 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

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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