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SIEWX SunAmerica International Div Strat W

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Fund SIEWX SunAmerica International Div Strat W IQDY FlexShares Intl Qual Div Dynamic ETF RTR Oppenheimer ADR Revenue ETF  
100% 92% 85%
Annual Fees
(1.70% Exp. Ratio)
(0.47% Exp. Ratio)
(0.49% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.65% annual return
$31,070.29 $45,119.04 $44,847.84
Est. savings over 30 yrs +$14,048.75 +$13,777.55
As of 12/31/16
1 YR RETURN 7.97%
3 YR -7.54%
5 YR -1.56%
10 YR -4.32%
1 YR RETURN 10.77%
3 YR -0.83%
5 YR --
10 YR --
1 YR RETURN 14.48%
3 YR -2.79%
5 YR 3.58%
10 YR --
The investment seeks total return (including capital appreciation and current income). The fund's principal investment strategies are value and international investing. The value oriented philosophy to which the fund partly subscribes is that of investing in securities believed to be undervalued in the market. The selection criteria are usually calculated to identify stocks of companies with solid financial strength that have attractive valuations (e.g., as measured by low price earnings ratios) and that may have been generally overlooked by the market.
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.
The investment seeks to outperform the total return performance of the S&P ADR Index, the fund's benchmark index. The fund seeks to achieve its investment objective by attempting to replicate the portfolio of the OFI Revenue Weighted ADR Index™ (the "underlying index"). The underlying index is constructed by re-weighting the constituent securities of the benchmark index according to the revenue earned by the companies in the benchmark index, subject to certain asset diversification requirements. It 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.


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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