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DWUGX Scotia Dynamic U.S. Growth I

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Fund DWUGX Scotia Dynamic U.S. Growth I IUSG iShares Core Russell US Growth ONEQ Fidelity® Nasdaq Composite Tr Stk ETF  
100% 85% 85%
Annual Fees
(0.84% Exp. Ratio)
(0.07% Exp. Ratio)
(0.21% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$40,257.67 $50,772.64 $48,681.48
Est. savings over 30 yrs +$10,514.97 +$8,423.81
As of 9/30/16
1 YR RETURN 0.50%
3 YR 6.29%
5 YR 12.42%
10 YR --
1 YR RETURN 13.62%
3 YR 11.31%
5 YR 16.40%
10 YR 8.62%
1 YR RETURN 16.47%
3 YR 13.37%
5 YR 18.40%
10 YR 9.92%
The investment seeks long-term capital appreciation. The fund invests normally at least 80% of its assets in equity securities of U.S. companies chosen according to a growth oriented investment approach. It may invest in companies of any size, including small and mid-capitalization companies, in order to achieve its objective. The fund may from time to time have significant exposure in one or more sectors of the economy, especially the more growth-oriented sectors, such as the information technology, consumer discretionary and health care sectors. It is non-diversified.
The investment seeks to track the investment results of the Russell 3000 Growth Index (the "underlying 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. The underlying index measures the performance of equity securities of Russell 3000 Index issuers with relatively higher price-to-book ratios and higher forecasted growth.
The investment seeks to provide investment returns that closely correspond to the price and yield performance of the Nasdaq Composite Index®. The fund normally invests at least 80% of assets in common stocks included in the index. It uses statistical sampling techniques that take into account such factors as capitalization, industry exposures, dividend yield, price/earnings (P/E) ratio, price/book (P/B) ratio, and earnings growth to create a portfolio of securities listed in the Nasdaq Composite Index that have a similar investment profile to the entire 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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