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STEYX AB International Strat Eqs Adv

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Fund STEYX AB International Strat Eqs Adv SCHF Schwab International Equity ETF™ VTIAX Vanguard Total Intl Stock Index Admiral  
Similarity
?
100% 89% 92%
Annual Fees
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$100.33
(0.95% Exp. Ratio)
$7.39
(0.07% Exp. Ratio)
$12.67
(0.12% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$38,676.92 $50,430.59 $49,679.07
Est. savings over 30 yrs +$11,753.68 +$11,002.15
Return
As of 12/31/16
1 YR RETURN 2.00%
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.88%
3 YR -1.38%
5 YR 6.16%
10 YR --
1 YR RETURN 4.67%
3 YR -1.34%
5 YR 5.50%
10 YR 0.91%
Description
The investment seeks to provide long-term growth of capital. The Portfolio invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities or other securities or instruments with similar economic characteristics, including derivatives related to equity securities. The Manager will invest the assets of the Portfolio primarily (under normal circumstances, at least 65% of net assets) in equity securities of issuers in countries that make up the MSCI ACWI ex-US Index, which includes both developed and emerging market countries.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the FTSE Developed ex US Index. The fund will invest at least 90% of its net assets in stocks, including depositary receipts representing securities of the index; such depository receipts may be in the form of American Depositary receipts, Global Depositary receipts and European Depositary receipts. The index is comprised of large and mid capitalization companies in developed countries outside the United States, as defined by the index provider. The index defines the large and mid capitalization universe as approximately the top 90% of the eligible universe.
The investment seeks to track the performance of a benchmark index that measures the investment return of stocks issued by companies located in developed and emerging markets, excluding the United States. The fund employs an indexing investment approach designed to track the performance of the FTSE Global All Cap ex US Index, a float-adjusted market-capitalization-weighted index designed to measure equity market performance of companies located in developed and emerging markets, excluding the United States. The index includes approximately 5,715 stocks of companies located in 45 countries.

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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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