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SRAAX SEI Real Return A (SIMT)

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Fund SRAAX SEI Real Return A (SIMT) SCHP Schwab US TIPS ETF™ STIP iShares 0-5 Year TIPS Bond  
100% 97% 88%
Annual Fees
(0.45% Exp. Ratio)
(0.07% Exp. Ratio)
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$16,170.75 $18,128.79 $17,966.23
Est. savings over 30 yrs +$1,958.04 +$1,795.48
As of 12/31/16
1 YR RETURN 2.54%
3 YR 0.13%
5 YR 0.04%
10 YR --
1 YR RETURN 4.59%
3 YR 2.18%
5 YR 0.81%
10 YR --
1 YR RETURN 2.77%
3 YR 0.45%
5 YR 0.36%
10 YR --
The investment seeks total return exceeding the rate of inflation. Under normal circumstances, the fund will invest a significant portion of its assets in investment grade fixed income securities, including inflation-indexed bonds of varying maturities issued by the U.S. Treasury, other U.S. government agencies and instrumentalities. It seeks to produce a return similar to that of the Barclays 1-5 Year U.S. Treasury Inflation-Protected Securities (TIPS) Index, which is the fund's benchmark index.
The investment seeks to track as closely as possible, before fees and expenses, the price and yield performance of the Bloomberg 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 track the investment results of the Bloomberg Barclays U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index (Series-L). The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index measures the performance of the inflation-protected public obligations of the U.S. Treasury, commonly known as "TIPS," that have a remaining maturity of less than five years.

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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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