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BIZD VanEck Vectors BDC Income ETF

8 lower fee alternatives found

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Fund BIZD VanEck Vectors BDC Income ETF PSCF PowerShares S&P SmallCap Financials ETF KBWR PowerShares KBW Regional Banking ETF  
Similarity
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100% 88% 90%
Annual Fees
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$972.91
(9.20% Exp. Ratio)
$30.67
(0.29% Exp. Ratio)
$37.01
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.75% annual return
$2,959.10 $49,062.00 $48,184.00
Est. savings over 30 yrs +$46,102.90 +$45,224.90
Return
As of 12/31/16
1 YR RETURN 25.36%
3 YR 3.55%
5 YR --
10 YR --
1 YR RETURN 32.07%
3 YR 12.58%
5 YR 17.06%
10 YR --
1 YR RETURN 38.51%
3 YR 14.26%
5 YR 19.77%
10 YR --
Description
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the MVISä US Business Development Companies Index. The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The index is comprised of BDCs. BDCs are vehicles whose principal business is to invest in, lend capital to or provide services to privately-held companies or thinly traded U.S. public companies.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P SmallCap 600® Capped Financials Index. The fund generally will invest at least 90% of its total assets in common stocks of small capitalization U.S. financial service companies that comprise the underlying index. These companies are principally engaged in the business of providing financial services and products, including banking, investment services, insurance and real estate finance services.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the KBW Nasdaq Regional Banking Index. The fund generally invests at least 90% of its total assets in securities of publicly traded mid-capitalization companies that do business as regional banks and thrifts listed on U.S. stock markets and that comprise the underlying index. The index provider compiles, maintains and calculates the underlying index, which is a modified-market capitalization-weighted index comprised of securities of 50 mid-cap banking companies that are publicly listed in the United States. The fund is non-diversified.

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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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