Investment Test Drive

SWASX Schwab Global Real Estate

2 lower fee alternatives found

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Fund SWASX Schwab Global Real Estate GQRE FlexShares Glbl Quality Real Estate ETF GFMRX Gerstein Fisher Mlt-Ftr Gl Rl Est Sec  
Similarity
?
100% 94% 92%
Annual Fees
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$110.91
(1.05% Exp. Ratio)
$47.53
(0.45% Exp. Ratio)
$105.62
(1.00% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$37,622.79 $45,103.99 $38,197.31
Est. savings over 30 yrs +$7,481.20 +$574.53
Return
As of 12/31/16
1 YR RETURN 3.64%
3 YR 6.63%
5 YR 8.94%
10 YR --
1 YR RETURN 3.97%
3 YR 7.98%
5 YR --
10 YR --
1 YR RETURN 6.53%
3 YR 8.77%
5 YR --
10 YR --
Description
The investment seeks capital growth and income consistent with prudent investment management. The fund invests at least 80% of its net assets in securities of real estate companies and companies related to the real estate industry. It invests in equity securities, primarily common stocks. The fund may invest a significant portion of its total assets in real estate investment trusts (REITs) and other similar REIT-like structures. It may invest in derivative securities, such as swaps, options, futures and options on futures, which are principally tied to the real estate industry, for hedging purposes and to seek returns on the fund's otherwise uninvested cash.
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Northern Trust Global Quality Real Estate IndexSM. The fund normally will invest at least 80% of its total assets in the securities of the underlying index and in ADRs and GDRs based on the securities in the underlying index. The index is designed to measure the performance of companies that exhibit certain quality, valuation and momentum characteristics within a universe of publicly-traded equity securities of U.S. and non-U.S. real estate investment trusts and real estate companies. The fund is non-diversified.
The investment seeks total return. Under normal market conditions, at least 80% of the fund's net assets will be invested in income-producing common stocks and other real estate securities, including real estate investment trusts ("REITs"). It invests in securities of issuers from at least three different countries (including the United States), with at least 40% of the fund's net assets invested in foreign securities. The fund may invest up to 20% of its net assets in debt securities of any rating or maturity, including high yield debt securities (otherwise known as "junk bonds"), that are issued or guaranteed by real estate and other companies.

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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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