Investment Test Drive

JLPSX JPMorgan US Large Cap Core Plus Select

11 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund JLPSX JPMorgan US Large Cap Core Plus Select SCHB Schwab US Broad Market ETF™ VOO Vanguard 500 ETF  
100% 89% 90%
Annual Fees
(1.00% Exp. Ratio)
(0.03% Exp. Ratio)
(0.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$39,268.25 $52,611.00 $52,296.15
Est. savings over 30 yrs +$13,342.74 +$13,027.89
As of 9/30/16
1 YR RETURN 11.64%
3 YR 9.89%
5 YR 16.23%
10 YR 8.81%
1 YR RETURN 14.84%
3 YR 10.43%
5 YR 16.28%
10 YR --
1 YR RETURN 15.39%
3 YR 11.12%
5 YR 16.33%
10 YR --
The investment seeks to provide a high total return from a portfolio of selected equity securities. Under normal circumstances, at least 80% of the value of the fund's assets, which are expected to include both long and short positions, will consist of different U.S. securities, selected from a universe of publicly traded large capitalization securities with characteristics similar to those comprising the Russell 1000 and the S&P 500 Indices.
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 to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the Standard & Poor's 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

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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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