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BSCP Guggenheim BulletShrs 2025 Corp Bd ETF

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Fund BSCP Guggenheim BulletShrs 2025 Corp Bd ETF IBDP iShares iBonds Dec 2024 Term Corporate IBDQ iShares iBonds Dec 2025 Term Corporate  
Similarity
?
100% 98% 97%
Annual Fees
?
$24.59
(0.24% Exp. Ratio)
$10.24
(0.10% Exp. Ratio)
$10.24
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.44% annual return
$19,166.32 $19,989.88 $19,989.88
Est. savings over 30 yrs +$823.56 +$823.56
Return
As of 11/30/16
1 YR RETURN 3.81%
3 YR --
5 YR --
10 YR --
1 YR RETURN 4.67%
3 YR --
5 YR --
10 YR --
1 YR RETURN 4.66%
3 YR --
5 YR --
10 YR --
Description
The investment seeks investment results that correspond generally to the performance of the Nasdaq BulletShares® USD Corporate Bond 2025 Index. The fund will invest 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 2025. The fund is non-diversified.
The investment seeks to track the investment results of the Bloomberg Barclays December 2024 Maturity Corporate Index which composed of U.S. dollar-denominated, investment-grade corporate bonds maturing in 2024. The fund generally will invest at least 90% of its assets in the component securities of the underlying index. The underlying index is composed of U.S. dollar-denominated, taxable, investment-grade corporate bonds scheduled to mature after December 31, 2023 and before January 1, 2025. The fund is non-diversified.
The investment seeks to track the investment results of the Bloomberg Barclays December 2025 Maturity Corporate Index which composed of U.S. dollar-denominated, investment-grade corporate bonds maturing in 2025. The fund generally will invest at least 90% of its assets in the component securities of the underlying index. The underlying index is composed of U.S. dollar-denominated, taxable, investment-grade corporate bonds scheduled to mature after December 31, 2024 and before January 1, 2026. 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.

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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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