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BHGSX Baird LargeCap Inv

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Fund BHGSX Baird LargeCap Inv VTI Vanguard Total Stock Market ETF THRK SPDR® Russell 3000 ETF  
100% 94% 93%
Annual Fees
(1.00% Exp. Ratio)
(0.05% Exp. Ratio)
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$39,313.97 $52,357.03 $51,576.95
Est. savings over 30 yrs +$13,043.06 +$12,262.99
As of 12/31/16
1 YR RETURN 12.67%
3 YR 7.45%
5 YR 13.22%
10 YR 6.65%
1 YR RETURN 12.68%
3 YR 8.39%
5 YR 14.63%
10 YR 7.23%
1 YR RETURN 12.79%
3 YR 8.42%
5 YR 14.52%
10 YR 7.11%
The investment seeks to provide long-term growth of capital. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in the equity securities of large-capitalization companies, principally common stocks and American Depositary Receipts ("ADRs") that are traded on major U.S. exchanges. Although the fund principally invests in U.S. companies, the fund may invest up to 15% of its total assets in equity securities (consisting of common stocks, ordinary shares and ADRs) of foreign companies.
The investment seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The fund employs an indexing investment approach designed to track the performance of the CRSP US Total Market Index, which represents approximately 100% of the investable U.S. stock market and includes large-, mid-, small-, and micro-cap stocks regularly traded on the New York Stock Exchange and Nasdaq. It invests by sampling the index, meaning that it holds a broadly diversified collection of securities that, in the aggregate, approximates the full index in terms of key characteristics.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Russell 3000 Index that tracks a broad universe of exchange traded U.S. equity securities. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index measures the performance of the largest 3,000 U.S. companies, representing approximately 98% of the investable U.S. equity market. It may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments. 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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