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SBSPX QS S&P 500 Index A

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Fund SBSPX QS S&P 500 Index A SCHX Schwab US Large-Cap ETF™ IVV iShares Core S&P 500  
100% 99% 99%
Annual Fees
(0.59% Exp. Ratio)
(0.03% Exp. Ratio)
(0.04% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$44,449.14 $52,608.01 $52,450.37
Est. savings over 30 yrs +$8,158.87 +$8,001.23
As of 9/30/16
1 YR RETURN 14.82%
3 YR 10.52%
5 YR 15.73%
10 YR 6.67%
1 YR RETURN 14.89%
3 YR 10.75%
5 YR 16.21%
10 YR --
1 YR RETURN 15.37%
3 YR 11.10%
5 YR 16.30%
10 YR 7.18%
The investment seeks to provide investment results that, before fees and expenses, correspond to the price and yield performance of the S&P 500® Index. The fund invests at least 80% of its net assets, plus borrowings for investment purposes, in equity securities, or other investments with similar economic characteristics, included in the index. It generally is fully invested in stocks included in the index. The fund holds a broadly diversified portfolio of common stocks that is comparable to the index in terms of economic sector weightings, market capitalization and liquidity.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index. To pursue its goal, the fund generally invests in stocks that are included in the Dow Jones U.S. Large-Cap Total Stock Market Index. The index includes the large-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Total Stock Market Index includes the components ranked 1-750 by full market capitalization. The index is a float-adjusted market capitalization weighted index.
The investment seeks to track the investment results of the S&P 500® (the "underlying index"), which measures the performance of the large-capitalization sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying 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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