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SMEZ SPDR® EURO STOXX Small Cap ETF

3 lower fee alternatives found

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Fund SMEZ SPDR® EURO STOXX Small Cap ETF FXEU PowerShares Europe Currency Hdgd Lw Vltl IEUS iShares MSCI Europe Small-Cap  
Similarity
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100% 88% 89%
Annual Fees
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$47.58
(0.45% Exp. Ratio)
$26.43
(0.25% Exp. Ratio)
$42.29
(0.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$46,393.57 $49,272.78 $47,097.74
Est. savings over 30 yrs +$2,879.20 +$704.16
Return
As of 10/31/16
1 YR RETURN -5.83%
3 YR --
5 YR --
10 YR --
1 YR RETURN -2.00%
3 YR --
5 YR --
10 YR --
1 YR RETURN -3.71%
3 YR 2.09%
5 YR 8.02%
10 YR --
Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of small capitalization Eurozone equity securities. In seeking to track the performance of the EURO STOXX Small Index (the "index"), the fund employs a sampling strategy, which means that the fund is not required to purchase all of the securities represented in the index. The index is designed to provide a representation of small companies across the Eurozone. The Eurozone consists of European Union countries that have adopted the Euro as their currency. It is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P Eurozone Low Volatility USD Hedged Index. The fund invests at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to measure the performance of the 80 least volatile stocks in the S&P Eurozone BMI Index, while also employing a currency-hedged strategy to mitigate exposure to fluctuations between the value of the U.S. dollar and the currencies of the countries in which the component securities of the underlying index are domiciled. The fund is non-diversified.
The investment seeks to track the investment results of the MSCI Europe Small Cap Index composed of small-capitalization developed market equities in Europe. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is a free float-adjusted, market capitalization-weighted index that captures small-capitalization representation across the 15 developed market countries in Europe.

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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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