Investment Test Drive

DVP Deep Value ETF

4 lower fee alternatives found

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Fund DVP Deep Value ETF SDOG ALPS Sector Dividend Dogs ETF CAPE Barclays ETN+ Shiller Capet  
100% 86% 89%
Annual Fees
(0.80% Exp. Ratio)
(0.40% Exp. Ratio)
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$40,781.29 $46,014.10 $45,326.14
Est. savings over 30 yrs +$5,232.81 +$4,544.85
As of 9/30/16
1 YR RETURN 21.94%
3 YR --
5 YR --
10 YR --
1 YR RETURN 27.09%
3 YR 12.98%
5 YR --
10 YR --
1 YR RETURN 24.74%
3 YR 14.64%
5 YR --
10 YR --
The investment seeks to track the price and total return performance, before fees and expenses, of the TWM Deep Value Index. The index is composed of the common stock of typically 20 companies included in the S&P 500® Index that have been selected through a proprietary ranking system developed by Tiedemann Wealth Management, LLC, that evaluates the earnings and cash flows of each company to create a final universe of companies that are deeply undervalued as compared to the S&P 500® Index overall. Under normal circumstances, at least 80% of the fund's total assets will be invested in the component securities of the index. 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 Shiller Barclays CAPETM US Core Sector Index. The index seeks to provide a notional long exposure to the top four relatively undervalued US equity sectors that also exhibit relatively strong price momentum. It incorporates the CAPE (Cyclically Adjusted Price Earnings) ratio to assess equity market valuations of nine sectors on a monthly basis and to identify the relatively undervalued sectors represented in the S&P 500®.

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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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