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VSBPX Vanguard Structured Broad Mkt InstlPlus

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Fund VSBPX Vanguard Structured Broad Mkt InstlPlus LGLV SPDR® Russell 1000 Low Volatility ETF SIZE iShares Edge MSCI USA Size Factor  
Similarity
?
100% 92% 90%
Annual Fees
?
$16.92
(0.16% Exp. Ratio)
$12.69
(0.12% Exp. Ratio)
$15.86
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$50,558.03 $51,169.25 $50,710.17
Est. savings over 30 yrs +$611.21 +$152.14
Return
As of 10/31/16
1 YR RETURN 0.69%
3 YR 8.95%
5 YR 14.30%
10 YR 6.88%
1 YR RETURN 6.54%
3 YR 9.54%
5 YR --
10 YR --
1 YR RETURN 5.65%
3 YR 8.98%
5 YR --
10 YR --
Description
The investment seeks to provide long-term capital appreciation. The fund invests in domestic stocks that span the capitalization of the overall market based on the advisor's assessment of the relative return potential of the securities. The advisor selects securities that the advisor believes offer an appropriate balance between strong growth prospects and reasonable valuations relative to their industry peers. It does this by using a quantitative process to evaluate all of the securities in the fund's benchmark, the Russell 3000 Index, while seeking to maintain a risk profile similar to that of the index.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Russell 1000® Low Volatility Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index includes large cap U.S. equity securities and is designed to capture stocks with low volatility. Volatility is a measure of a security's variability in total returns based on its historic behavior. The fund is non-diversified.
The investment seeks to track the investment results of the MSCI USA Risk Weighted Index composed of U.S. large- and mid-capitalization stocks with relatively smaller average market capitalization. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is based on a traditional market capitalization-weighted parent index, the MSCI USA Index (the "parent index"). The parent index includes U.S. large- and mid- capitalization stocks.

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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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