Investment Test Drive

IYE iShares US Energy

2 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 IYE iShares US Energy FENY Fidelity® MSCI Energy ETF XLE Energy Select Sector SPDR® ETF  
Similarity
?
100% 99% 98%
Annual Fees
?
$46.52
(0.44% Exp. Ratio)
$8.88
(0.08% Exp. Ratio)
$14.80
(0.14% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$46,428.07 $51,675.56 $50,813.70
Est. savings over 30 yrs +$5,247.49 +$4,385.63
Return
As of 11/30/16
1 YR RETURN 10.53%
3 YR -3.70%
5 YR 2.35%
10 YR 3.36%
1 YR RETURN 11.30%
3 YR -3.68%
5 YR --
10 YR --
1 YR RETURN 12.74%
3 YR -2.44%
5 YR 3.23%
10 YR 4.04%
Description
The investment seeks to track the investment results of the Dow Jones U.S. Oil & Gas Index composed of U.S. equities in the energy sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the oil and gas sector of the U.S. equity market. The fund is non-diversified.
The investment seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the MSCI USA IMI Energy Index. The fund invests at least 80% of assets in securities included in the fund's underlying index. The fund's underlying index is the MSCI USA IMI Energy Index, which represents the performance of the energy sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Energy Index. The fund is non-diversified.
The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Energy Select Sector Index. In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: oil, gas and consumable fuels; and energy equipment and services. 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!