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DPDEX Delaware Pooled Large-Cap Value Equity

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Fund DPDEX Delaware Pooled Large-Cap Value Equity SPHD PowerShares S&P 500® High Div Low VolETF QDF FlexShares Quality Dividend ETF  
Similarity
?
100% 90% 90%
Annual Fees
?
$68.67
(0.65% Exp. Ratio)
$31.69
(0.30% Exp. Ratio)
$39.09
(0.37% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$42,644.52 $47,389.47 $46,401.39
Est. savings over 30 yrs +$4,744.95 +$3,756.87
Return
As of 11/30/16
1 YR RETURN 11.05%
3 YR 9.18%
5 YR 14.96%
10 YR 7.14%
1 YR RETURN 20.76%
3 YR 15.12%
5 YR --
10 YR --
1 YR RETURN 12.35%
3 YR 9.26%
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation. Under normal circumstances, at least 80% of the Portfolio's net assets, plus any borrowings for investment purposes, will be invested in equity securities of large-capitalization companies. It invests primarily in securities of large-capitalization companies that the Manager believes have long-term capital appreciation potential. The fund adviser currently defines large-capitalization stocks as those with market capitalizations of $5 billion or greater at the time of purchase.
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.
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Northern Trust Quality Dividend IndexSM. Under normal circumstances, the fund will invest at least 80% of its total assets in the securities of the underlying index. The underlying index is designed to provide exposure to a high-quality, income-oriented portfolio of U.S. equity securities, with an emphasis on long-term capital growth and a targeted overall volatility similar to that of the Northern Trust 1250 IndexSM.

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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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