Investment Test Drive

EEDFX AllianzGI Europe Equity Dividend A

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund EEDFX AllianzGI Europe Equity Dividend A HEDJ WisdomTree Europe Hedged Equity ETF OEUH O'Shares FTSE Europe Qual Div Hdgd ETF  
100% 87% 85%
Annual Fees
(1.20% Exp. Ratio)
(0.58% Exp. Ratio)
(0.68% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.67% annual return
$36,402.92 $43,917.81 $42,611.74
Est. savings over 30 yrs +$7,514.89 +$6,208.81
As of 9/30/16
1 YR RETURN 8.45%
3 YR --
5 YR --
10 YR --
1 YR RETURN 8.62%
3 YR 6.50%
5 YR 11.13%
10 YR --
1 YR RETURN 10.42%
3 YR --
5 YR --
10 YR --
The investment seeks long-term capital appreciation. The fund will normally invest at least 80% of its net assets (plus borrowings made for investment purposes) in equity securities and equity-related instruments. It will also normally invest at least 80% of its net assets (plus borrowings made for investment purposes) in securities of European issuers or in cash equivalents or fixed income securities denominated in euros or other European currencies. The fund's portfolio will normally consist of 30-60 securities.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Europe Hedged Equity Index. The fund invests at least 95% of its total assets (exclusive of collateral held from securities lending) in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index provides exposure to European equity securities, particularly shares of European exporters, while at the same time neutralizing exposure to fluctuations between the value of the U.S. dollar and the euro. The fund is non-diversified.
The investment seeks to track the performance of its target index, the Europe Qual / Vol / Yield Factor 5% Capped Hedged 100% to USD Index. Normally, the fund will invest at least 80% of its total assets in the components of the Europe Hedged Target Index, including indirectly through the O'Shares FTSE Europe Quality Dividend ETF. The Europe Hedged Target Index is designed to measure the performance of publicly-listed large-capitalization and mid-capitalization dividend-paying issuers in Europe that meet certain market capitalization, liquidity, high quality, low volatility and dividend yield thresholds, as determined by the index provider.

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.


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!