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ISZE iShares Edge MSCI Intl Size Factor

3 lower fee alternatives found

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Fund ISZE iShares Edge MSCI Intl Size Factor FXEP PowerShares Dev EuroPac Ccy Hdgd Lw Vltl IDLV PowerShares S&P Intl Dev Low Volatil ETF  
Similarity
?
100% 93% 92%
Annual Fees
?
$31.69
(0.30% Exp. Ratio)
$26.41
(0.25% Exp. Ratio)
$26.41
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$47,139.79 $47,854.20 $47,854.20
Est. savings over 30 yrs +$714.41 +$714.41
Return
As of 10/31/16
1 YR RETURN 1.54%
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.04%
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.56%
3 YR 0.88%
5 YR --
10 YR --
Description
The investment seeks to track the investment results of the MSCI World ex USA Risk Weighted 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 and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index. The index is based on a traditional market capitalization-weighted parent index, the MSCI World ex USA Index. The fund is non-diversified.
The investment seeks investment results that generally correspond to the price and yield of the S&P EPAC Ex. Korea Low Volatility USD Hedged Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to measure the performance of the 200 least volatile stocks in the S&P EPAC Ex-Korea LargeMidCap Index, while also employing a currency-hedged strategy to mitigate exposure to fluctuations between the value of the U.S. dollar and the currencies of the countries in which the component securities of the underlying index are domiciled. The fund is non-diversified.
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

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