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WFIVX Wilshire 5000 Index Invmt

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Fund WFIVX Wilshire 5000 Index Invmt SCHB Schwab US Broad Market ETF™ ITOT iShares Core S&P Total US Stock Mkt  
100% 99% 99%
Annual Fees
(0.64% Exp. Ratio)
(0.03% Exp. Ratio)
(0.03% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$43,788.28 $52,613.98 $52,613.98
Est. savings over 30 yrs +$8,825.70 +$8,825.70
As of 9/30/16
1 YR RETURN 14.58%
3 YR 10.05%
5 YR 15.61%
10 YR 6.79%
1 YR RETURN 14.84%
3 YR 10.43%
5 YR 16.28%
10 YR --
1 YR RETURN 15.31%
3 YR 10.82%
5 YR 16.30%
10 YR 7.29%
The investment seeks to replicate as closely as possible the performance of the Wilshire 5000 IndexSM before the deduction of index fund expenses. The fund invests at least 80% of its assets in the common stock of companies included in the index that are representative of the index. It uses enhanced "stratified sampling" techniques in an attempt to replicate the performance of the index. The fund normally holds stocks representing at least 90% of the index's total market value, which ranges between 1,000 and 2,500 stocks.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Broad Stock Market Index. The fund will invest at least 90% of its net assets in stocks that are included in the index. The index includes the largest 2,500 publicly traded U.S. companies for which pricing information is readily available. The index is a float-adjusted market capitalization weighted index that reflects the shares of securities actually available to investors in the marketplace.
The investment seeks to track the investment results of the S&P Total Market Index™ (TMI), which is comprised of the common equities included in the S&P 500® and the S&P Completion Index™. 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, including shares of money market funds advised by BFA or its affiliates, as well as in securities not included in the underlying 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.


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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