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HEMV iShares Edge MSCI Min Vol EM Ccy Hdg

6 lower fee alternatives found

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund HEMV iShares Edge MSCI Min Vol EM Ccy Hdg IEMG iShares Core MSCI Emerging Markets SCHE Schwab Emerging Markets Equity ETF™  
Similarity
?
100% 91% 89%
Annual Fees
?
$29.56
(0.28% Exp. Ratio)
$14.78
(0.14% Exp. Ratio)
$13.72
(0.13% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$46,547.26 $48,548.17 $48,694.23
Est. savings over 30 yrs +$2,000.91 +$2,146.97
Return
As of 11/30/16
1 YR RETURN 3.05%
3 YR --
5 YR --
10 YR --
1 YR RETURN 7.75%
3 YR -2.90%
5 YR --
10 YR --
1 YR RETURN 9.69%
3 YR -1.91%
5 YR 1.20%
10 YR --
Description
The investment seeks to track the results of the MSCI Emerging Markets Minimum Volatility (USD) 100% Hedged to USD Index. The fund will invest at least 90% of its assets in the component securities and other instruments of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index. The index is an equity benchmark which represents the performance of equity securities in global emerging markets that, in the aggregate, have lower volatility with the currency risk inherent in the securities included in the index hedged to the U.S. dollar on a monthly basis. The fund is non-diversified.
The investment seeks to track the investment results of the MSCI Emerging Markets Investable Market Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is designed to measure large-, mid- and small-cap equity market performance in the global emerging markets.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the FTSE Emerging Index. The fund invests at least 90% of net assets in stocks that are included in the index. The index is comprised of large- and mid- capitalization companies in emerging market countries, as defined by the index provider. It will concentrate its investments (i.e., hold 25% or more of its total assets) in a particular industry, group of industries or sector to approximately the same extent that the index is so concentrated.

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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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