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HFXJ IQ 50 Percent Hedged FTSE Japan ETF

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Fund HFXJ IQ 50 Percent Hedged FTSE Japan ETF QJPN SPDR® MSCI Japan StrategicFactors ETF JPMV iShares Edge MSCI Min Vol Japan  
Similarity
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100% 96% 95%
Annual Fees
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$48.67
(0.46% Exp. Ratio)
$31.74
(0.30% Exp. Ratio)
$31.74
(0.30% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.80% annual return
$47,208.35 $49,538.69 $49,538.69
Est. savings over 30 yrs +$2,330.34 +$2,330.34
Return
As of 11/30/16
1 YR RETURN -2.93%
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.56%
3 YR --
5 YR --
10 YR --
1 YR RETURN 3.69%
3 YR --
5 YR --
10 YR --
Description
The investment seeks investment results that correspond (before fees and expenses) generally to the price and yield performance of its underlying index, the FTSE Japan 50% Hedged to USD Index (the "underlying index"). The underlying index is an equity benchmark for Japan, with approximately half of the underlying index's exposure to the Japanese yen "hedged" against the U.S. dollar on a monthly basis. The fund invests, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the securities and other instruments included in its underlying index.
The investment seeks to track the performance of the MSCI Japan Factor Mix A-Series Capped Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in American Depositary Receipts ("ADRs") or Global Depositary Receipts ("GDRs") based on securities comprising the index. The index is designed to measure the equity market performance of large- and mid-cap companies across the Japanese equity market. The fund is non-diversified.
The investment seeks to track the investment results of the MSCI Japan Minimum Volatility (USD) Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index measures the performance of Japanese equity securities that, in the aggregate, have lower volatility characteristics relative to the broader Japanese equity markets. 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.

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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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