Investment Test Drive

YCGEX YCG Enhanced

10 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund YCGEX YCG Enhanced STFGX State Farm Growth DGRW WisdomTree US Quality Dividend Gr ETF  
100% 86% 85%
Annual Fees
(1.19% Exp. Ratio)
(0.12% Exp. Ratio)
(0.28% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$37,067.06 $51,205.56 $48,801.05
Est. savings over 30 yrs +$14,138.50 +$11,734.00
As of 9/30/16
1 YR RETURN 13.06%
3 YR 9.54%
5 YR --
10 YR --
1 YR RETURN 15.60%
3 YR 9.81%
5 YR 13.15%
10 YR 6.47%
1 YR RETURN 15.29%
3 YR 10.75%
5 YR --
10 YR --
The investment seeks to maximize long-term capital appreciation consistent with reasonable investment risk. The fund invests primarily in equity securities without regard to market capitalization that the Adviser believes will produce high, risk-adjusted, forward rates of return. It may also write put options and covered call options on a substantial portion of the fund's long equity portfolio as a means to generate additional income and to tax-efficiently enter and exit positions. It is non-diversified.
The investment seeks long-term growth of capital, which may be supplemented by income. The fund normally invests at least 80% of its assets in common stocks and other income-producing equity securities. Although there is no restriction on the size of the companies in which the fund invests, ordinarily most of the fund's investments are in companies with market capitalizations of at least $1.5 billion at the time of investment.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Quality Dividend Growth Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that consists of dividend-paying U.S. common stocks with growth characteristics. 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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