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DUGRX Delaware Core Plus Bond R

15 lower fee alternatives found

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Fund DUGRX Delaware Core Plus Bond R SCHZ Schwab US Aggregate Bond ETF™ IIBWX Voya Intermediate Bond W  
100% 88% 90%
Annual Fees
(1.15% Exp. Ratio)
(0.04% Exp. Ratio)
(0.41% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$12,862.82 $17,981.40 $16,088.22
Est. savings over 30 yrs +$5,118.58 +$3,225.40
As of 9/30/16
1 YR RETURN 3.80%
3 YR 3.46%
5 YR 2.96%
10 YR 4.97%
1 YR RETURN 5.08%
3 YR 3.97%
5 YR 2.97%
10 YR --
1 YR RETURN 6.37%
3 YR 4.88%
5 YR 4.80%
10 YR 5.11%
The investment seeks maximum long-term total return, consistent with reasonable risk. Under normal circumstances, the fund will invest at least 80% of the fund's net assets, plus the amount of any borrowings for investment purposes, in fixed income securities (80% policy). It will invest at least 50% of its net assets in domestic (U.S.) investment grade debt securities (the "core" portion of the portfolio). The fund may invest no more than 30% of its net assets in high yield securities and no more than 30% of its net assets in foreign securities.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the 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 to maximize total return through income and capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in a portfolio of bonds, including but not limited to corporate, government and mortgage bonds, which, at the time of purchase, are rated investment-grade (e.g., rated at least BBB- by Standard & Poor's Ratings Services or Baa3 by Moody's Investors Service, Inc.) or have an equivalent rating by a nationally recognized statistical rating organization ("NRSRO"), or are of comparable quality if unrated.

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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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