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VADRX Invesco Equally-Wtd S&P 500 R

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Fund VADRX Invesco Equally-Wtd S&P 500 R JKD iShares Morningstar Large-Cap SPHB PowerShares S&P 500 High Beta ETF  
100% 88% 90%
Annual Fees
(0.79% Exp. Ratio)
(0.20% Exp. Ratio)
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$41,897.82 $50,054.63 $49,307.74
Est. savings over 30 yrs +$8,156.80 +$7,409.92
As of 11/30/16
1 YR RETURN 10.00%
3 YR 8.46%
5 YR 14.34%
10 YR 7.31%
1 YR RETURN 10.38%
3 YR 9.17%
5 YR 15.41%
10 YR 8.00%
1 YR RETURN 16.87%
3 YR 8.68%
5 YR 14.71%
10 YR --
The investment seeks total return through growth of capital and current income. The fund invests in a diversified portfolio of common stocks represented in the Standard & Poor's® 500 Composite Stock Price Index (S&P 500 Index). It generally invests in each common stock included in the S&P 500 Index in approximately equal proportions. The fund's investment adviser will adjust the fund's investment securities on a quarterly basis to maintain an approximately equal weighting of each S&P 500 Index stock.
The investment seeks to track the investment results of the Morningstar® Large Core IndexSM composed of large-capitalization U.S. equities. 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. The underlying index measures the performance of stocks issued by large-capitalization companies that have exhibited average "growth" and "value" characteristics as determined by Morningstar, Inc.'s ("Morningstar" or the "index provider") proprietary index methodology.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500® High Beta Index (the "underlying index"). The fund generally invests at least 90% of its total assets in common stocks that comprise the underlying index. S&P Dow Jones Indices LLC compiles maintains and calculates the underlying index. The fund is non-diversified.

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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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