Investment Test Drive

BERCX Berwyn Cornerstone

2 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund BERCX Berwyn Cornerstone SDOG ALPS Sector Dividend Dogs ETF DOD ELEMENTS Dogs of Dow DJ HY Sel 10 TR ETN  
100% 85% 95%
Annual Fees
(1.27% Exp. Ratio)
(0.40% Exp. Ratio)
(0.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$35,318.74 $45,952.72 $41,347.24
Est. savings over 30 yrs +$10,633.98 +$6,028.50
As of 10/31/16
1 YR RETURN 12.64%
3 YR 0.58%
5 YR 8.94%
10 YR 4.58%
1 YR RETURN 13.34%
3 YR 9.96%
5 YR --
10 YR --
1 YR RETURN 14.08%
3 YR 10.19%
5 YR 14.59%
10 YR --
The investment seeks to achieve long-term capital appreciation; current income is a secondary consideration. The advisor intends to achieve its investment objective through investments in equity and fixed income securities, such as common stocks, preferred stocks and corporate bonds, which the advisor believes are undervalued and offer potential for long-term capital appreciation. The fund will invest primarily in equity securities, the majority of which will be issued by large-capitalization and mid-capitalization companies. It is non-diversified.
The investment seeks investment results that replicate as closely as possible, before fees and expenses, the performance of the S-Network® Sector Dividend Dogs Index. The underlying index is a rules-based index intended to give investors a means of tracking the overall performance of the highest dividend paying stocks in the S&P 500 on a sector-by-sector basis. The fund generally will invest in all of the securities that comprise the underlying index in proportion to their weightings in the underlying index. However, under various circumstances, it may not be possible or practicable to purchase all of the securities in the underlying index in those weightings.
The investment seeks to replicate, net of expenses, the Dow Jones High Yield Select 10 Total Return Index. The index tracks the stocks with the highest dividend yield in Dow Jones Industrial Average.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.


Your Feedback has been sent successfully!