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CFA Victory CEMP US 500 Volatility Wtd ETF

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Fund CFA Victory CEMP US 500 Volatility Wtd ETF DGRO iShares Core Dividend Growth SIZE iShares Edge MSCI USA Size Factor  
Similarity
?
100% 91% 97%
Annual Fees
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$37.00
(0.35% Exp. Ratio)
$8.46
(0.08% Exp. Ratio)
$15.86
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$47,749.86 $51,787.60 $50,710.17
Est. savings over 30 yrs +$4,037.74 +$2,960.31
Return
As of 10/31/16
1 YR RETURN 4.95%
3 YR --
5 YR --
10 YR --
1 YR RETURN 6.67%
3 YR --
5 YR --
10 YR --
1 YR RETURN 5.65%
3 YR 8.98%
5 YR --
10 YR --
Description
The investment seeks to provide investment results that track the performance of the CEMP US Large Cap 500 Volatility Weighted Index before fees and expenses. The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its net assets directly or indirectly in the stock of the issuers included in the CEMP US Large Cap 500 Volatility Weighted Index, an unmanaged, volatility weighted index created by the Adviser. The index identifies the 500 largest U.S. stocks by market capitalization measured at the time the index's constituent securities are determined.
The investment seeks to track the investment results of the Morningstar® US Dividend Growth IndexSM. The fund generally will invest at least 90% of its assets in the component securities of the underlying index. The underlying index is a subset of the Morningstar® US Market IndexSM, which is a diversified broad market index that represents approximately 97% of the market capitalization of publicly-traded U.S. stocks.
The investment seeks to track the investment results of the MSCI USA Risk Weighted Index composed of U.S. large- and mid-capitalization stocks with relatively smaller average market capitalization. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is based on a traditional market capitalization-weighted parent index, the MSCI USA Index (the "parent index"). The parent index includes U.S. large- and mid- capitalization stocks.

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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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