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BIEVX BlackRock Min Vol EAFE Index Instl

15 lower fee alternatives found

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund BIEVX BlackRock Min Vol EAFE Index Instl FLEU Barclays ETN+ FI Enhanced Europe 50 B FSIVX Fidelity® International Index Premium  
Similarity
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100% 90% 93%
Annual Fees
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$24.29
(0.23% Exp. Ratio)
$0.00
(0.00% Exp. Ratio)
$8.45
(0.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$48,077.29 $51,515.84 $50,293.70
Est. savings over 30 yrs +$3,438.55 +$2,216.41
Return
As of 12/31/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.30%
3 YR -1.66%
5 YR 6.59%
10 YR 0.83%
Description
The investment seeks to track the investment results of the MSCI EAFE Minimum Volatility (USD) Index composed of developed market equities that, in the aggregate, have lower volatility characteristics relative to the broader developed equity markets, excluding the United States and Canada. The fund generally invests at least 80% of its assets, plus the amount of any borrowing for investment purposes, in securities of the underlying index and in investments that have economic characteristics that are substantially similar to the component securities of the underlying index (i.e., depositary receipts representing securities of the underlying index).
The investment seeks a return linked to a leveraged participation in the quarterly performance of the STOXX Europe 50® USD (Gross Return) Index (the "index"). The index is composed of 50 European blue-chip companies (the "index constituents") selected from within the STOXX Europe 600 Index.
The investment seeks to provide investment results that correspond to the total return of foreign stock markets. The fund normally invests at least 80% of assets in common stocks included in the MSCI EAFE Index, which represents the performance of foreign stock markets. It 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, and country weightings to attempt to replicate the returns of the MSCI EAFE 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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