Investment Test Drive

IVTBX Ivy Managed Intl Opportunities B

13 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund IVTBX Ivy Managed Intl Opportunities B EFAV iShares Edge MSCI Min Vol EAFE SICNX Schwab® International Core Equity  
100% 86% 85%
Annual Fees
(2.48% Exp. Ratio)
(0.20% Exp. Ratio)
(0.86% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$24,154.59 $48,317.58 $39,596.46
Est. savings over 30 yrs +$24,162.99 +$15,441.87
As of 9/30/16
1 YR RETURN 5.58%
3 YR 2.12%
5 YR 6.18%
10 YR --
1 YR RETURN 11.32%
3 YR 6.60%
5 YR --
10 YR --
1 YR RETURN 5.77%
3 YR 2.55%
5 YR 9.77%
10 YR --
The investment seeks to provide capital growth and appreciation. The fund is a "fund-of-funds" that seeks to achieve its objective by providing investors a diversified portfolio of international stocks, as well as a modest amount of bonds, by investing primarily in Class I shares of certain Ivy Funds global/international mutual funds. By owning shares of the underlying funds, it indirectly holds primarily equity securities of international, including emerging market and, to a lesser extent, U.S. companies of any size as well as a modest amount of fixed-income securities.
The investment seeks 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 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 measures the performance of international equity securities that in the aggregate have lower relative volatility.
The investment seeks long-term capital appreciation. The fund invests primarily in the stocks of publicly traded companies located in developed countries excluding the United States. It invests at least 80% of its net assets in equity securities. The fund typically invests a majority of its assets in the stocks of large-cap and mid-cap companies, but may invest a portion of its assets in small-cap companies. For temporary defensive purposes during unusual economic or market conditions or for liquidity purposes, it may invest up to 100% of its assets in cash, money market instruments, repurchase agreements and other short-term obligations.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.


Your Feedback has been sent successfully!