Investment Test Drive

OYEIX Oppenheimer Equity Income Y

15 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund OYEIX Oppenheimer Equity Income Y SCHV Schwab US Large-Cap Value ETF™ VYM Vanguard High Dividend Yield ETF  
100% 89% 88%
Annual Fees
(0.76% Exp. Ratio)
(0.06% Exp. Ratio)
(0.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$41,302.13 $50,997.64 $50,540.38
Est. savings over 30 yrs +$9,695.52 +$9,238.26
As of 9/30/16
1 YR RETURN 7.99%
3 YR 5.18%
5 YR 13.18%
10 YR 6.57%
1 YR RETURN 17.55%
3 YR 9.69%
5 YR 15.31%
10 YR --
1 YR RETURN 18.79%
3 YR 11.23%
5 YR 15.84%
10 YR --
The investment seeks total return. The fund mainly invests in common stocks of U.S. companies that the portfolio manager believes are undervalued. It will invest at least 80% of its net assets, plus borrowings for investment purposes, in equity securities. The fund may invest in equity securities issued by companies of different capitalization ranges, but will typically focus on larger capitalization stocks. The portfolio manager does not intend to invest more than 25% of its net assets in securities of issuers in any single foreign country or more than 5% of its net assets in companies or government issuers in emerging market countries.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Value Total Stock Market Index. To pursue its goal, the fund generally invests in stocks that are included in the Dow Jones U.S. Large-Cap Value Total Stock Market Index. The index includes the large-cap value portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "value" based on a number of factors.
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.

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!