Investment Test Drive

AMUB UBS ETRACS Alerian MLP ETN Series B

4 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund AMUB UBS ETRACS Alerian MLP ETN Series B MLPX Global X MLP & Energy Infrastructure ETF TPYP Tortoise North American Pipeline Fund  
Similarity
?
100% 95% 87%
Annual Fees
?
$84.54
(0.80% Exp. Ratio)
$47.55
(0.45% Exp. Ratio)
$42.27
(0.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.67% annual return
$41,098.64 $45,678.85 $46,372.17
Est. savings over 30 yrs +$4,580.22 +$5,273.53
Return
As of 10/31/16
1 YR RETURN -2.28%
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.94%
3 YR 0.51%
5 YR --
10 YR --
1 YR RETURN 10.39%
3 YR --
5 YR --
10 YR --
Description
The ETRACS Alerian MLP Index ETN Series B due July 18, 2042 (the “Securities”) is senior unsecured debt securities issued by UBS that provide exposure to potential price appreciation in the Alerian MLP Index (the “index”). The index measures the composite performance of energy master limited partnerships (“MLPs”), and is calculated by S&P Dow Jones Indices using a float-adjusted, capitalization-weighted methodology.
The investment seeks to provide investment results that correspond generally to the price and yield performance of the Solactive MLP & Energy Infrastructure Index ("underlying index"). The fund invests at least 80% of its total assets in the securities of the underlying index. It also invests at least 80% of its total assets in securities of master limited partnerships and energy infrastructure corporations. The fund's 80% investment policies are non-fundamental and require 60 days' prior written notice to shareholders before they can be changed. The underlying index tracks the performance of MLPs and energy infrastructure corporations. It is non-diversified.
The investment seeks investment results that correspond (before fees and expenses) generally to the price and distribution rate (total return) performance of the Tortoise North American Pipeline Index (the "underlying index"). The fund will normally invest at least 80% of its total assets in securities that comprise the underlying index (or depository receipts based on such securities). The underlying index is a proprietary rules-based, capitalization weighted, float adjusted index designed to track the overall performance of equity securities of North American Pipeline Companies. 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.

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.

+

Your Feedback has been sent successfully!