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HDMV First Trust Hrzn MgdVolatil Dev Intl ETF

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Fund HDMV First Trust Hrzn MgdVolatil Dev Intl ETF IEFA iShares Core MSCI EAFE FSIVX Fidelity® International Index Premium  
100% 90% 90%
Annual Fees
(0.80% Exp. Ratio)
(0.08% Exp. Ratio)
(0.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$40,348.08 $50,123.97 $50,123.97
Est. savings over 30 yrs +$9,775.89 +$9,775.89
As of 9/30/16
3 YR --
5 YR --
10 YR --
1 YR RETURN 7.48%
3 YR 1.18%
5 YR --
10 YR --
1 YR RETURN 6.59%
3 YR 0.63%
5 YR 7.69%
10 YR 1.97%
The investment seeks to provide capital appreciation. The fund seeks to achieve its investment objective by investing at least 80% of its net assets in common stocks of domestic companies listed and traded on U.S. national securities exchanges that the sub-advisor believes exhibit low future expected volatility. To implement this strategy, the sub-advisor employs volatility forecasting models to forecast future expected volatility. The strategy is largely quantitative and rules-based, but also includes multiple parameters over which the sub-advisor may exercise discretion in connection with its active management of the fund. The fund is non-diversified.
The investment seeks to track the investment results of the MSCI EAFE IMI composed of large-, mid- and small-capitalization developed market equities, excluding the U.S. and Canada. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is designed to measure large-, mid- and small-capitalization equity market performance and includes stocks from Europe, Australasia and the Far East.
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.


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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