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IYG iShares US Financial Services

4 lower fee alternatives found

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Fund IYG iShares US Financial Services FNCL Fidelity® MSCI Financials ETF KIE SPDR® S&P Insurance ETF  
Similarity
?
100% 97% 89%
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 0.79%
3 YR 6.99%
5 YR 15.61%
10 YR -2.00%
1 YR RETURN 4.79%
3 YR 8.05%
5 YR --
10 YR --
1 YR RETURN 6.25%
3 YR 9.37%
5 YR 17.21%
10 YR 5.02%
Description
The investment seeks to track the investment results of the Dow Jones U.S. Financial Services Index composed of U.S. equities in the financial services 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 financial services 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 to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies in the insurance industry. In seeking to track the performance of the S&P Insurance Select Industry Index (the "index"), the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the insurance segment of the S&P Total Market Index ("S&P TMI"). 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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