Investment Test Drive

FSDAX Fidelity® Select Defense & Aero Port

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund FSDAX Fidelity® Select Defense & Aero Port XAR SPDR® S&P Aerospace & Defense ETF ITA iShares US Aerospace & Defense  
Similarity
?
100% 92% 92%
Annual Fees
?
$84.63
(0.80% Exp. Ratio)
$37.03
(0.35% Exp. Ratio)
$46.55
(0.44% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.79% annual return
$42,569.16 $48,760.04 $47,456.05
Est. savings over 30 yrs +$6,190.87 +$4,886.89
Return
As of 11/30/16
1 YR RETURN 18.03%
3 YR 9.69%
5 YR 16.51%
10 YR 9.59%
1 YR RETURN 21.03%
3 YR 11.97%
5 YR 20.71%
10 YR --
1 YR RETURN 20.69%
3 YR 12.87%
5 YR 20.27%
10 YR 11.79%
Description
The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests at least 80% of assets in securities of companies principally engaged in the research, manufacture, or sale of products or services related to the defense or aerospace industries. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Aerospace & Defense Select Industry Index. In seeking to track the performance of the S&P Aerospace & Defense Select Industry Index (the "index"), the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the aerospace and defense segment of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.
The investment seeks to track the investment results of the Dow Jones U.S. Select Aerospace & Defense Index composed of U.S. equities in the aerospace and defense sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the aerospace and defense sector of the U.S. equity market. Aerospace companies include manufacturers, assemblers and distributors of aircraft and aircraft parts. The fund is non-diversified.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!