Investment Test Drive

GQLOX GMO Quality VI

7 lower fee alternatives found

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Fund GQLOX GMO Quality VI SCHB Schwab US Broad Market ETF™ USMV iShares Edge MSCI Min Vol USA  
Similarity
?
100% 86% 87%
Annual Fees
?
$41.23
(0.39% Exp. Ratio)
$3.17
(0.03% Exp. Ratio)
$15.86
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$47,274.67 $52,678.22 $50,813.88
Est. savings over 30 yrs +$5,403.55 +$3,539.21
Return
As of 11/30/16
1 YR RETURN 8.12%
3 YR 7.99%
5 YR 12.06%
10 YR 7.29%
1 YR RETURN 8.18%
3 YR 8.64%
5 YR 14.32%
10 YR --
1 YR RETURN 8.49%
3 YR 10.28%
5 YR 13.57%
10 YR --
Description
The investment seeks total return. The fund is permitted to invest directly and indirectly (e.g., through underlying funds or derivatives) in equities of companies tied economically to any country in the world, including emerging countries. The term "equities" refers to direct and indirect investments in common and preferred stocks and other stock-related securities, such as convertible securities, depositary receipts, and equity real estate investment trust (REITs) and income trusts. It is non-diversified.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Broad Stock Market Index. The fund will invest at least 90% of its net assets in stocks that are included in the index. The index includes the largest 2,500 publicly traded U.S. companies for which pricing information is readily available. The index is a float-adjusted market capitalization weighted index that reflects the shares of securities actually available to investors in the marketplace.
The investment seeks the investment results of the MSCI USA Minimum Volatility (USD) Index. The fund will invest at least 90% of its assets in the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index measures the performance of equity securities in the top 85% by market capitalization of equity securities listed on stock exchanges in the USA that, in the aggregate, have lower volatility relative to the broader U.S. equity market.

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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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