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UTBCX UBS Total Return Bond C

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Fund UTBCX UBS Total Return Bond C SCHZ Schwab US Aggregate Bond ETF™ BNDS SPDR® Barclays Aggregate Bond ETF  
100% 86% 85%
Annual Fees
(1.25% Exp. Ratio)
(0.04% Exp. Ratio)
(0.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$12,477.02 $17,979.81 $17,765.21
Est. savings over 30 yrs +$5,502.79 +$5,288.20
As of 9/30/16
1 YR RETURN 3.84%
3 YR 2.27%
5 YR 2.83%
10 YR 5.15%
1 YR RETURN 5.08%
3 YR 3.97%
5 YR 2.97%
10 YR --
1 YR RETURN 5.17%
3 YR 3.96%
5 YR 2.97%
10 YR --
The investment seeks to maximize total return, consisting of capital appreciation and current income. The fund invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in bonds and/or instruments that provide exposure to bond markets. It will invest at least 75% of its net assets in securities that, at the time of purchase, are rated investment grade by an independent rating agency (or, if unrated, are deemed to be of comparable quality by the Advisor), but may invest up to 25% in securities rated below investment grade (also known as lower-rated or "junk bonds").
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 provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Barclays U.S. Aggregate Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to measure the performance of the U.S. dollar denominated investment grade bond market. The fund is non-diversified.

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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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