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SEQUX Sequoia

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Fund SEQUX Sequoia SCHG Schwab US Large-Cap Growth ETF™ VDEQX Vanguard Diversified Equity Inv  
100% 85% 86%
Annual Fees
(1.03% Exp. Ratio)
(0.06% Exp. Ratio)
(0.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$38,006.70 $50,925.28 $45,976.22
Est. savings over 30 yrs +$12,918.58 +$7,969.52
As of 9/30/16
1 YR RETURN -18.27%
3 YR -0.74%
5 YR 9.46%
10 YR 5.94%
1 YR RETURN 12.11%
3 YR 11.81%
5 YR 17.05%
10 YR --
1 YR RETURN 11.64%
3 YR 9.16%
5 YR 15.93%
10 YR 6.95%
The investment seeks long-term growth of capital. The fund's investment objective is long-term growth of capital. In pursuing this objective, it focuses on investing in equity securities that the advisor believes are undervalued at the time of purchase and have the potential for growth. The fund normally invests in equity securities of U.S. and non-U.S. companies. It may invest in securities of issuers with any market capitalization. The fund is non-diversified.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. To pursue its goal, the fund generally invests in stocks that are included in the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. The index includes the large-cap growth portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "growth" based on a number of factors.
The investment seeks long-term capital appreciation and dividend income. As a "fund of funds," the fund invests in a diversified group of other Vanguard equity mutual funds, rather than in individual securities. The underlying funds' holdings mainly consist of large-, mid-, and small-capitalization equity securities of domestic companies.

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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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