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ARIDX AMG River Road Dividend All Cap Value I

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Fund ARIDX AMG River Road Dividend All Cap Value I VYM Vanguard High Dividend Yield ETF SCHD Schwab US Dividend Equity ETF™  
100% 91% 89%
Annual Fees
(0.85% Exp. Ratio)
(0.09% Exp. Ratio)
(0.07% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$40,158.86 $50,497.34 $50,801.48
Est. savings over 30 yrs +$10,338.49 +$10,642.63
As of 9/30/16
1 YR RETURN 17.82%
3 YR 8.53%
5 YR 13.73%
10 YR 7.31%
1 YR RETURN 18.79%
3 YR 11.23%
5 YR 15.84%
10 YR --
1 YR RETURN 21.06%
3 YR 11.07%
5 YR --
10 YR --
The investment seeks to provide high current income and, secondarily, long-term capital appreciation. Under normal conditions, the fund invests at least 80% of its assets in equity securities. The fund invests in a diversified, all-cap portfolio of income-producing equity securities with yields that the subadviser believes will exceed that of the Russell 3000 Value Index. The fund invests primarily in dividend paying common stocks, publicly traded partnerships ("PTPs"), and real estate investment trusts ("REITs").
The investment seeks to track the performance of a benchmark index that measures the investment return of common stocks of companies that are characterized by high dividend yield. The fund employs an indexing investment approach designed to track the performance of the FTSE High Dividend Yield Index, which consists of common stocks of companies that pay dividends that generally are higher than average. The adviser attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100™Index. The fund invests at least 90% of its net assets in stocks that are included in the index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios.

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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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