Investment Test Drive

INDEX Index Funds S&P 500 Equal Weight No Load

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Fund INDEX Index Funds S&P 500 Equal Weight No Load DGRO iShares Core Dividend Growth STFGX State Farm Growth  
Similarity
?
100% 90% 87%
Annual Fees
?
$26.43
(0.25% Exp. Ratio)
$8.46
(0.08% Exp. Ratio)
$12.69
(0.12% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$49,397.36 $51,986.36 $51,365.63
Est. savings over 30 yrs +$2,589.00 +$1,968.27
Return
As of 12/31/16
1 YR RETURN 14.41%
3 YR --
5 YR --
10 YR --
1 YR RETURN 15.27%
3 YR --
5 YR --
10 YR --
1 YR RETURN 15.39%
3 YR 7.52%
5 YR 11.61%
10 YR 6.31%
Description
The investment seeks to replicate, before fees and expenses, the total return of the S&P 500 Equal Weight Index. The fund will invest, under normal circumstances, at least 80% of its net assets and borrowings for investment purposes in securities of issuers included in the index. The index is designed to measure the performance of 500 U.S. companies chosen for market size, liquidity and industry grouping, among other factors. In some instances, one or more of the 500 companies may have more than one share class included in the index.
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 long-term growth of capital, which may be supplemented by income. The fund normally invests at least 80% of its assets in common stocks and other income-producing equity securities. Although there is no restriction on the size of the companies in which the fund invests, ordinarily most of the fund's investments are in companies with market capitalizations of at least $1.5 billion at the time of investment.

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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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