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CDC Victory CEMP US EQ Inc Enh Vol Wtd ETF

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund CDC Victory CEMP US EQ Inc Enh Vol Wtd ETF SPYD SPDR® S&P 500 High Dividend ETF SPHD PowerShares S&P 500® High Div Low VolETF  
Similarity
?
100% 93% 94%
Annual Fees
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$36.97
(0.35% Exp. Ratio)
$12.68
(0.12% Exp. Ratio)
$31.69
(0.30% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$46,651.17 $49,991.88 $47,358.53
Est. savings over 30 yrs +$3,340.71 +$707.36
Return
As of 11/30/16
1 YR RETURN 15.77%
3 YR --
5 YR --
10 YR --
1 YR RETURN 22.95%
3 YR --
5 YR --
10 YR --
1 YR RETURN 20.76%
3 YR 15.12%
5 YR --
10 YR --
Description
The investment seeks to provide investment results that track the performance of the CEMP US Large Cap High Dividend 100 Long/Cash Volatility Weighted Index before fees and expenses. The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its net assets directly or indirectly in the stock of the issuers included in the CEMP US Large Cap 100 High Dividend Long/Cash Volatility Weighted Index, an unmanaged, volatility weighted index created by the Adviser. The index identifies the 100 highest dividend yielding stocks in the CEMP US Large Cap 500 Volatility Weighted Index.
The investment seeks to track the performance of the S&P 500 High Dividend Index. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the top 80 dividend-paying securities listed on the S&P 500® Index, based on dividend yield. The S&P 500 Index focuses on the large capitalization U.S. equity market, including common stock and real estate investment trusts ("REITs"). The fund is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500® Low Volatility High Dividend Index. The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. S&P Dow Jones Indices LLC compiles maintains and calculates the underlying index, which is composed of 50 securities in the S&P 500® Index that historically have provided high dividend yields with lower volatility.

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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.

Similarity

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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