Investment Test Drive

IEOIX Ivy European Opportunities I

2 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund IEOIX Ivy European Opportunities I HEDJ WisdomTree Europe Hedged Equity ETF FIEUX Fidelity® Europe  
100% 89% 90%
Annual Fees
(1.18% Exp. Ratio)
(0.58% Exp. Ratio)
(1.03% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.67% annual return
$36,618.41 $43,910.33 $38,323.14
Est. savings over 30 yrs +$7,291.93 +$1,704.73
As of 9/30/16
1 YR RETURN -0.36%
3 YR 1.72%
5 YR 8.49%
10 YR 1.44%
1 YR RETURN 8.62%
3 YR 6.50%
5 YR 11.13%
10 YR --
1 YR RETURN 5.22%
3 YR 1.94%
5 YR 10.30%
10 YR 2.86%
The investment seeks to provide growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets in the equity securities of European companies. It typically invests in companies located in the more developed markets of Europe and may invest up to 100% of its total assets in foreign securities. The fund may use a range of derivative instruments to hedge various market risks, including management of the fund's exposure to various foreign currencies and the U.S. dollar through the use of forward contracts.
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 growth of capital over the long term. The fund normally invests at least 80% of assets in securities of European issuers and other investments that are tied economically to Europe. It normally invests primarily in common stocks and allocates investment across different European countries. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

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!