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GQIRX Goldman Sachs US Tax-Managed Eq IR

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Fund GQIRX Goldman Sachs US Tax-Managed Eq IR MMTM SPDR® S&P 1500 Momentum Tilt ETF VTCLX Vanguard Tax-Managed Capital App Adm  
100% 95% 93%
Annual Fees
(0.92% Exp. Ratio)
(0.12% Exp. Ratio)
(0.11% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$40,284.00 $51,275.35 $51,429.59
Est. savings over 30 yrs +$10,991.35 +$11,145.59
As of 11/30/16
1 YR RETURN 5.07%
3 YR 7.85%
5 YR 14.45%
10 YR 6.06%
1 YR RETURN 5.44%
3 YR 8.12%
5 YR --
10 YR --
1 YR RETURN 7.90%
3 YR 8.93%
5 YR 14.51%
10 YR 7.12%
The investment seeks to provide long-term after-tax growth of capital through tax-sensitive participation in a broadly diversified portfolio of U.S. equity securities. The fund invests, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) ("Net Assets") in equity investments in U.S. issuers, including foreign issuers that are traded in the United States. The fund will seek to maintain risk, style, capitalization and industry characteristics similar to the Russell 3000® Index.
The investment seeks investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 1500 Positive Momentum Tilt Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index applies an alternative weighting methodology to the S&P Composite 1500 Index so that stocks with relatively high momentum are overweight relative to the S&P Composite 1500 Index and stocks with relatively low momentum are underweight. The fund is non-diversified.
The investment seeks to provide a tax-efficient investment return consisting of long-term capital appreciation. The fund purchases stocks that pay lower dividends and are included in the Russell 1000 Index-an index that is made up of the stocks of large- and mid-capitalization U.S. companies. It uses statistical methods to "sample" the index, aiming to minimize taxable dividends while approximating the other characteristics of the index. The expected result is a portfolio that will loosely track the total return performance of the index, but with lower taxable income distributions.

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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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