Investment Test Drive

IAK iShares US Insurance

5 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund IAK iShares US Insurance FNCL Fidelity® MSCI Financials ETF KBWP PowerShares KBW Prpty & Casualty Ins ETF  
Similarity
?
100% 93% 95%
Annual Fees
?
$46.54
(0.44% Exp. Ratio)
$8.88
(0.08% Exp. Ratio)
$37.02
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.77% annual return
$47,099.39 $52,422.75 $48,393.58
Est. savings over 30 yrs +$5,323.36 +$1,294.19
Return
As of 10/31/16
1 YR RETURN 3.56%
3 YR 7.67%
5 YR 14.83%
10 YR 1.98%
1 YR RETURN 4.79%
3 YR 8.05%
5 YR --
10 YR --
1 YR RETURN 6.63%
3 YR 12.25%
5 YR 17.84%
10 YR --
Description
The investment seeks to track the investment results of the Dow Jones U.S. Select Insurance Index composed of U.S. equities in the insurance 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 insurance 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 Financials 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 Financials Index, which represents the performance of the financial sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Financials Index. The fund is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the KBW Nasdaq Property & Casualty Index (the "underlying index"). The fund generally invests at least 90% of its total assets in the securities of property and casualty insurance companies that comprise the underlying index. It generally invests in all of the securities comprising the underlying index in proportion to their weightings in the underlying index. 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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