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WBIF WBI Tactical LCV Shares ETF

13 lower fee alternatives found

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund WBIF WBI Tactical LCV Shares ETF SIZE iShares Edge MSCI USA Size Factor SCIU Global X Scientific Beta US ETF  
Similarity
?
100% 85% 85%
Annual Fees
?
$111.01
(1.05% Exp. Ratio)
$15.86
(0.15% Exp. Ratio)
$20.09
(0.19% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$38,723.74 $50,809.56 $50,202.46
Est. savings over 30 yrs +$12,085.82 +$11,478.72
Return
As of 11/30/16
1 YR RETURN 4.79%
3 YR --
5 YR --
10 YR --
1 YR RETURN 9.42%
3 YR 9.86%
5 YR --
10 YR --
1 YR RETURN 7.37%
3 YR --
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation and the potential for current income, while also seeking to protect principal during unfavorable market conditions. The fund will seek to invest in the equity securities of large capitalization domestic and foreign companies. These securities will be selected on the basis of the Sub-Advisor's proprietary selection process ("Selection Process"). Cash and cash equivalents are considered some of the investment opportunities evaluated by Selection Process. It may invest up to 50% of its net assets in the securities of issuers in emerging markets.
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.
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Scientific Beta United States Multi-Beta Multi-Strategy Equal Risk Contribution Index. The fund invests at least 80% of its total assets in the securities of the underlying index. The underlying index generally comprises approximately 500 or less U.S. listed common stocks selected based on a proprietary methodology developed by EDHEC Risk Institute Asia Ltd. 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.

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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