Investment Test Drive

WBIL WBI Tactical LCS Shares ETF

15 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund WBIL WBI Tactical LCS Shares ETF INDEX Index Funds S&P 500 Equal Weight No Load POMIX T. Rowe Price Total Equity Market Idx  
Similarity
?
100% 85% 85%
Annual Fees
?
$111.01
(1.05% Exp. Ratio)
$31.72
(0.30% Exp. Ratio)
$31.72
(0.30% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$38,648.00 $48,473.88 $48,473.88
Est. savings over 30 yrs +$9,825.88 +$9,825.88
Return
As of 10/31/16
1 YR RETURN -6.37%
3 YR --
5 YR --
10 YR --
1 YR RETURN 5.18%
3 YR --
5 YR --
10 YR --
1 YR RETURN 4.26%
3 YR 7.98%
5 YR 13.25%
10 YR 6.73%
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 that WBI Investments, Inc., the sub-advisor ("Sub-Advisor") to the fund and an affiliate of Millington Securities Inc., the advisor ("Advisor"), believes display an attractive financial condition and prospects for ongoing financial stability, and in other tactical investment opportunities. It may invest up to 50% of its net assets in the securities of issuers in emerging markets.
The investment seeks to replicate, before fees and expenses, the total return of the S&P 500 Equal Weight Index. The fund will invest, under normal circumstances, at least 80% of its net assets and borrowings for investment purposes in securities of issuers included in the index. The index is designed to measure the performance of approximately 500 U.S. issuers chosen for market size, liquidity and industry grouping, among other factors.
The investment seeks to match the performance of the entire U.S. stock market. Under normal conditions, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in stocks that are held in its benchmark index. The fund seeks to match the performance of the entire U.S. stock market. The fund uses the S&P Total Market Index (S&P Index) as its benchmark index to represent the U.S. stock market as a whole.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!