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LVHI Legg Mason Intl Low Volatil Hi Div ETF

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Fund LVHI Legg Mason Intl Low Volatil Hi Div ETF IVLU iShares Edge MSCI Intl Value Factor VIHAX Vanguard Intl Hi Div Yld Idx Adm  
Similarity
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100% 90% 88%
Annual Fees
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$42.25
(0.40% Exp. Ratio)
$31.68
(0.30% Exp. Ratio)
$31.68
(0.30% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$45,679.46 $47,075.57 $47,075.57
Est. savings over 30 yrs +$1,396.11 +$1,396.11
Return
As of 11/30/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN -1.44%
3 YR --
5 YR --
10 YR --
1 YR RETURN --
3 YR --
5 YR --
10 YR --
Description
The investment seeks to track the investment results of the QS International Low Volatility High Dividend Hedged Index. The fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in securities that compose its underlying index. The underlying index seeks to provide more stable income through investments in stocks of profitable companies in developed markets outside of the United States with relatively high dividend yields or anticipated dividend yields and lower price and earnings volatility, while mitigating exposure to exchange-rate fluctuations between the USD and other international currencies.
The investment seeks to track the investment results of the MSCI World ex USA Enhanced Value 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 to track the performance of FTSE All-World ex U.S. High Dividend Yield Index that measures the investment return of non-U.S. companies that are characterized by high dividend yield. The fund invests by sampling the index, meaning that it holds a broadly diversified collection of securities that, in the aggregate, approximates the full index in terms of key characteristics. The index focuses on companies located in developed and emerging markets, excluding the United States, that are forecasted to have above-average dividend yields.

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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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