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JPUS JPMorgan Diversified Return US Eq ETF

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Fund JPUS JPMorgan Diversified Return US Eq ETF VDADX Vanguard Dividend Apprec Idx Admiral VIG Vanguard Dividend Appreciation ETF  
Similarity
?
100% 92% 92%
Annual Fees
?
$30.66
(0.29% Exp. Ratio)
$9.52
(0.09% Exp. Ratio)
$9.52
(0.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$48,718.00 $51,736.47 $51,736.47
Est. savings over 30 yrs +$3,018.46 +$3,018.46
Return
As of 11/30/16
1 YR RETURN 8.97%
3 YR --
5 YR --
10 YR --
1 YR RETURN 9.73%
3 YR 6.77%
5 YR 11.64%
10 YR 7.03%
1 YR RETURN 9.74%
3 YR 6.78%
5 YR 11.64%
10 YR 7.03%
Description
The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Russell 1000 Diversified Factor Index. The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index is comprised of U.S. equity securities selected to represent a diversified set of factor characteristics, originally developed by the adviser. Holdings in the underlying index are selected by the index provider primarily from the constituents of the Russell 1000 Index, a larger Russell index, which is comprised of large- and mid-cap equity securities in the United States.
The investment seeks to track the performance of a benchmark index that measures the investment return of common stocks of companies that have a record of increasing dividends over time. The fund employs an indexing investment approach designed to track the performance of the NASDAQ US Dividend Achievers Select Index, which consists of common stocks of companies that have a record of increasing dividends over time. The adviser 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.
The investment seeks to track the performance of a benchmark index that measures the investment return of common stocks of companies that have a record of increasing dividends over time. The fund employs an indexing investment approach designed to track the performance of the NASDAQ US Dividend Achievers Select Index, which consists of common stocks of companies that have a record of increasing dividends over time. The adviser 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.

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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