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SPXKX Shelton S&P 500 Index K

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Fund SPXKX Shelton S&P 500 Index K IVV iShares Core S&P 500 SCHX Schwab US Large-Cap ETF™  
Similarity
?
100% 99% 98%
Annual Fees
?
$90.93
(0.86% Exp. Ratio)
$4.23
(0.04% Exp. Ratio)
$3.17
(0.03% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$41,022.31 $52,521.85 $52,679.71
Est. savings over 30 yrs +$11,499.55 +$11,657.41
Return
As of 11/30/16
1 YR RETURN 7.40%
3 YR 8.28%
5 YR 13.56%
10 YR 6.22%
1 YR RETURN 8.00%
3 YR 9.01%
5 YR 14.38%
10 YR 6.83%
1 YR RETURN 7.84%
3 YR 8.85%
5 YR 14.28%
10 YR --
Description
The investment seeks to replicate the total return of the U.S. stock market as measured by the S&P 500 Composite Stock Price Index. The S&P 500 Index includes the common stocks of 500 leading U.S. companies from a broad range of industries. The fund is passively managed. It invests primarily in the stocks that make up the index so that the weighting of each stock in the portfolio approximates the index. The fund normally invests at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in the underlying stocks of the 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.
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.

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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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