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IDV iShares International Select Dividend

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Fund IDV iShares International Select Dividend IQDY FlexShares Intl Qual Div Dynamic ETF  
Similarity
?
100% 90%
Annual Fees
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$52.81
(0.50% Exp. Ratio)
$49.64
(0.47% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$44,323.42 $44,726.09
Est. savings over 30 yrs +$402.67
Return
As of 11/30/16
1 YR RETURN 2.63%
3 YR -3.90%
5 YR 4.10%
10 YR --
1 YR RETURN 3.53%
3 YR -1.79%
5 YR --
10 YR --
Description
The investment seeks to track the investment results of the Dow Jones EPAC Select Dividend Index composed of relatively high dividend paying equities in non-U.S. developed markets. 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 underlying index measures the performance of a select group of equity securities issued by companies that have provided relatively high dividend yields on a consistent basis over time.
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Northern Trust International Quality Dividend Dynamic IndexSM. The fund will invest at least 80% of its total assets in the securities of the index and in ADRs and GDRs based on the securities in the index. The index is designed to provide exposure to a high-quality, income-oriented portfolio of international equity securities issued by non-U.S.-based companies, with an emphasis on long-term capital growth and a targeted overall volatility that is greater than that of the Northern Trust International Large Cap IndexSM.

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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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