Investment Test Drive

BBIEX Bridge Builder International Equity

15 lower fee alternatives found

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Fund BBIEX Bridge Builder International Equity SCHF Schwab International Equity ETF™ FSGDX Fidelity® Global ex US Index Premium  
Similarity
?
100% 93% 93%
Annual Fees
?
$49.64
(0.47% Exp. Ratio)
$7.39
(0.07% Exp. Ratio)
$11.62
(0.11% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$44,726.09 $50,444.92 $49,842.66
Est. savings over 30 yrs +$5,718.83 +$5,116.57
Return
As of 12/31/16
1 YR RETURN 2.69%
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.88%
3 YR -1.38%
5 YR 6.16%
10 YR --
1 YR RETURN 4.64%
3 YR -1.94%
5 YR 4.85%
10 YR --
Description
The investment seeks to provide capital appreciation. The fund invests, under normal market conditions, at least 80% of its net assets (plus the amount of borrowings for investment purposes) in equity securities and other instruments, such as derivative instruments, with economic characteristics similar to equity securities, and certain investment companies that seek to track the performance of equity securities. It will primarily invest in non-U.S. dollar denominated securities of large capitalization companies that derive a majority of their revenues or profits from a country or countries other than the United States.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the FTSE Developed ex US Index. The fund will invest at least 90% of its net assets in stocks, including depositary receipts representing securities of the index; such depository receipts may be in the form of American Depositary receipts, Global Depositary receipts and European Depositary receipts. The index is comprised of large and mid capitalization companies in developed countries outside the United States, as defined by the index provider. The index defines the large and mid capitalization universe as approximately the top 90% of the eligible universe.
The investment seeks to provide investment results that correspond to the total return of foreign developed and emerging stock markets. The fund invests at least 80% of assets in securities included in the MSCI ACWI (All Country World Index) ex USA Index and in depository receipts representing securities included in the index. The advisor uses statistical sampling techniques based on such factors as capitalization, industry exposures, dividend yield, price/earnings (P/E) ratio, price/book (P/B) ratio, earnings growth, country weightings, and the effect of foreign taxes to attempt to replicate the returns of the MSCI ACWI (All Country World Index) ex USA Index.

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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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