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HILO Columbia EM Quality Dividend ETF

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Fund HILO Columbia EM Quality Dividend ETF ADRE BLDRS Emerging Markets 50 ADR ETF PXH PowerShares FTSE RAFI Emerging Mkts ETF  
Similarity
?
100% 88% 86%
Annual Fees
?
$89.71
(0.85% Exp. Ratio)
$31.66
(0.30% Exp. Ratio)
$51.71
(0.49% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.54% annual return
$38,978.50 $46,014.88 $43,455.56
Est. savings over 30 yrs +$7,036.38 +$4,477.06
Return
As of 10/31/16
1 YR RETURN 12.95%
3 YR -6.32%
5 YR -2.02%
10 YR --
1 YR RETURN 16.46%
3 YR -0.45%
5 YR -0.48%
10 YR 2.61%
1 YR RETURN 25.08%
3 YR -1.56%
5 YR -0.15%
10 YR --
Description
The investment seeks investment results that correspond (before fees and expenses) to the price and yield performance of the Beta AdvantageSM Emerging Markets Quality Dividend Index. The fund will invest at least 80% of its net assets in developing market companies included in the HILO underlying index and the advisor generally expects to be substantially invested at such times, with at least 95% of its net assets invested in these securities. The HILO underlying index is an equal-weighted index designed to represent a portfolio of approximately 50 companies in developing markets.
The investment seeks to provide investment results that correspond generally, before fees and expenses, to the price and yield performance of the Bank of New York Emerging Markets 50 ADR Index. The fund typically invests substantially all of its assets in the securities that make up the index.The index is intended to give investors a benchmark for tracking the price and yield performance of Emerging Markets Depositary Receipts. the fund is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the FTSE RAFI Emerging Markets Index. The fund will invest at least 90% of its total assets in securities of companies domiciled in countries that are classified as emerging markets within the country classification definition of FTSE International Limited that comprise the underlying index, as well as ADRs and GDRs that are based on the securities in the index. The index is designed to track the performance of securities of companies domiciled in emerging market countries with the highest ranking cumulative score ("Fundamental Value").

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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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