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DAIYX Dreyfus Inflation Adjusted Sec Y

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Fund DAIYX Dreyfus Inflation Adjusted Sec Y SCHP Schwab US TIPS ETF™ FSIQX Fidelity® Inflation-Prot Bd Idx Inv  
100% 92% 97%
Annual Fees
(0.41% Exp. Ratio)
(0.07% Exp. Ratio)
(0.19% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.03% annual return
$16,170.74 $17,911.61 $17,277.45
Est. savings over 30 yrs +$1,740.87 +$1,106.71
As of 9/30/16
1 YR RETURN 4.51%
3 YR 1.37%
5 YR 1.17%
10 YR 4.00%
1 YR RETURN 6.50%
3 YR 2.33%
5 YR 1.84%
10 YR --
1 YR RETURN 6.61%
3 YR 2.30%
5 YR --
10 YR --
The investment seeks returns that exceed the rate of inflation. To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in inflation-indexed securities. These are fixed-income securities designed to protect investors from a loss of value due to inflation by periodically adjusting their principal and/or coupon according to the rate of inflation. The inflation-indexed securities issued by the U.S. Treasury and some foreign government issuers. It primarily invests in high quality, U.S. dollar-denominated, inflation-indexed securities.
The investment seeks to track as closely as possible, before fees and expenses, the price and yield performance of the Barclays U.S. Treasury Inflation Protected Securities (TIPS) Index (Series L). The fund will invest at least 90% of its net assets in securities included in the index. The index includes all publicly-issued U.S. TIPS that have at least one year remaining to maturity, are rated investment grade and have $250 million or more of outstanding face value. The TIPS in the index must be denominated in U.S. dollars and must be fixed-rate and non-convertible. It may invest up to 10% of its net assets in securities not included in its index.
The investment seeks to provide investment results that correspond to the total return of the inflation-protected sector of the United States Treasury market. The fund normally invests at least 80% of assets in inflation-protected debt securities included in the Barclays® U.S. Treasury Inflation-Protected Securities (TIPS) Index (Series-L). It engages in transactions that have a leveraging effect on the fund, including investments in derivatives - such as swaps (interest rate, total return, and credit default) and futures contracts - and forward-settling securities, to adjust the fund's risk exposure.

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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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