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WCHIX Waddell & Reed High-Income C

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Fund WCHIX Waddell & Reed High-Income C ANGL VanEck Vectors Fallen Angel HiYld Bd ETF BSJI Guggenheim BulletShrs 2018 HY CorpBd ETF  
100% 88% 93%
Annual Fees
(1.79% Exp. Ratio)
(0.35% Exp. Ratio)
(0.43% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.01% annual return
$10,571.71 $16,360.37 $15,970.89
Est. savings over 30 yrs +$5,788.66 +$5,399.18
As of 9/30/16
1 YR RETURN 7.49%
3 YR 2.80%
5 YR 7.64%
10 YR 6.47%
1 YR RETURN 19.49%
3 YR 9.19%
5 YR --
10 YR --
1 YR RETURN 7.91%
3 YR 3.30%
5 YR --
10 YR --
The investment seeks to provide total return through a combination of high current income and capital appreciation. The fund primarily invests in a diversified portfolio of high-yield, high-risk, fixed-income securities. It may invest up to 100% of its total assets in non-investment grade debt securities, commonly called junk bonds, which include debt securities rated BB+ or lower by S&P or comparably rated by another NRSRO or, if unrated, determined by WRIMCO to be of comparable quality.
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the BofA Merrill Lynch US Fallen Angel High Yield Index (the "Fallen Angel Index"). The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The index is comprised of below investment grade corporate bonds denominated in U.S. dollars that were rated investment grade at the time of issuance.
The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of a high yield corporate bond index called the Nasdaq BulletShares® USD High Yield Corporate Bond 2018 Index. The fund invests at least 80% of its total assets in component securities that comprise the index. It will invest at least 80% of its net assets in high yield securities. The index is designed to represent the performance of a held-to-maturity portfolio of U.S. dollar-denominated high yield corporate bonds with effective maturities in 2018. The fund 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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