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DHRYX Diamond Hill Core Bond Y

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund DHRYX Diamond Hill Core Bond Y SCHZ Schwab US Aggregate Bond ETF™ VBILX Vanguard Interm-Term Bond Index Adm  
Similarity
?
100% 95% 92%
Annual Fees
?
$39.81
(0.39% Exp. Ratio)
$4.08
(0.04% Exp. Ratio)
$9.19
(0.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.09% annual return
$16,528.74 $18,362.80 $18,089.24
Est. savings over 30 yrs +$1,834.06 +$1,560.50
Return
As of 12/31/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.49%
3 YR 2.98%
5 YR 2.11%
10 YR --
1 YR RETURN 2.83%
3 YR 3.66%
5 YR 2.85%
10 YR 5.37%
Description
The investment seeks to maximize total return consistent with the preservation of capital. The fund seeks to provide total return by investing at least 80% of its net assets (plus any amounts borrowed for investment purposes) in a diversified portfolio of investment grade, fixed income securities, including bonds, debt securities and other similar U.S. dollar-denominated instruments issued by various U.S. public- or private-sector entities, by foreign corporations or U.S. affiliates of foreign corporations. It may invest a significant portion or all of its assets in mortgage-related and mortgage-backed securities at the discretion of the Adviser.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays U.S. Aggregate Bond Index. The fund will invest at least 90% of its net assets in securities included in the index. The index is a broad-based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.
The investment seeks the performance of a market-weighted bond index with an intermediate-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays U.S. 5-10 Year Government/Credit Float Adjusted Index. The index includes all medium and larger issues of U.S. government, investment-grade corporate and investment-grade international dollar-denominated bonds that have maturities between 5 and 10 years and are publicly issued. All of its investments will be selected through the sampling process, and at least 80% of its assets will be invested in bonds held in the index.

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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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