Investment Test Drive

IMOM MomentumShares Intl Quant Mom ETF

4 lower fee alternatives found

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Fund IMOM MomentumShares Intl Quant Mom ETF IDMO PowerShares S&P Intl Dev Momentum ETF INTF iShares Edge MSCI Multifactor Intl  
Similarity
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100% 85% 85%
Annual Fees
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$83.44
(0.79% Exp. Ratio)
$27.46
(0.26% Exp. Ratio)
$31.68
(0.30% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$40,607.32 $47,645.48 $47,075.57
Est. savings over 30 yrs +$7,038.16 +$6,468.25
Return
As of 12/31/16
1 YR RETURN -9.72%
3 YR --
5 YR --
10 YR --
1 YR RETURN 0.09%
3 YR -6.23%
5 YR --
10 YR --
1 YR RETURN -0.21%
3 YR --
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation. Under normal circumstances, the fund seeks to achieve its investment objective by investing primarily-generally greater than 80%, but at least 65% of its net assets, plus any borrowings for investment purposes-in equity securities of international companies that Empowered Funds, LLC ("the Adviser") believes, based on quantitative analysis, have positive momentum. A "momentum" style of investing emphasizes investing in securities that have had higher recent total return performance compared to other securities. It is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P Momentum Developed ex-U.S. & South Korea LargeMidCap IndexTM. The fund will invest at least 90% of its total assets in the securities of companies that comprise the underlying index. The index is composed of stocks that represent the top 85% of float-adjusted market capitalization companies in each developed country (excluding the United States and South Korea) represented in that index. It is non-diversified.
The investment seeks to track the investment results of the MSCI World ex USA Diversified Multiple-Factor Index. 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 select equity securities from the MSCI World ex USA Index (the "parent index") that have high exposure to four investment style factors: value, quality, momentum and low size, while maintaining a level of risk similar to that of the parent 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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