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IBVIX Invesco Intl Core Equity R5

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Fund IBVIX Invesco Intl Core Equity R5 IDLV PowerShares S&P Intl Dev Low Volatil ETF  
Similarity
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100% 87%
Annual Fees
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$108.79
(1.03% Exp. Ratio)
$26.41
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$37,850.51 $47,901.79
Est. savings over 30 yrs +$10,051.28
Return
As of 11/30/16
1 YR RETURN -0.76%
3 YR 0.14%
5 YR 4.50%
10 YR 0.40%
1 YR RETURN 0.68%
3 YR 0.26%
5 YR --
10 YR --
Description
The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in equity securities and depositary receipts of foreign issuers. The fund will provide exposure to investments that are economically tied to at least three different countries outside of the U.S. It may invest up to 100% of its net assets in foreign securities.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P BMI International Developed Low Volatility IndexTM. The fund invests at least 90% of its total assets in the securities of companies that comprise the underlying index. S&P Dow Jones Indices ("S&P DJI" or the "index provider") compiles, maintains and calculates the underlying index, which is designed to measure the performance of 200 of the least volatile stocks of the S&P Developed ex US and South Korea LargeMidCap 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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