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PEIYX Putnam Equity Income Y

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Fund PEIYX Putnam Equity Income Y SCHD Schwab US Dividend Equity ETF™ VLU SPDR® S&P 1500 Value Tilt ETF  
100% 90% 93%
Annual Fees
(0.71% Exp. Ratio)
(0.07% Exp. Ratio)
(0.12% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$41,897.66 $50,804.37 $50,047.28
Est. savings over 30 yrs +$8,906.71 +$8,149.62
As of 9/30/16
1 YR RETURN 12.25%
3 YR 8.89%
5 YR 16.19%
10 YR 7.75%
1 YR RETURN 21.06%
3 YR 11.07%
5 YR --
10 YR --
1 YR RETURN 14.97%
3 YR 9.36%
5 YR --
10 YR --
The investment seeks capital growth and current income. The fund invests mainly in common stocks of midsize and large U.S. companies, with a focus on value stocks that offer the potential for capital growth, current income, or both. Value stocks are issued by companies that the adviser believes are currently undervalued by the market. The adviser may consider, among other factors, a company's valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100™Index. The fund invests at least 90% of its net assets in stocks that are included in the index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios.
The investment seeks investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 1500 Low Valuation Tilt Index (the "index"). The fund employs a sampling strategy in seeking to track the index. It generally invests substantially all, but at least 80%, of its total assets in the securities. The index applies an alternative weighting methodology to the S&P Composite 1500 Index so that stocks with relatively low valuations (i.e., relatively "cheap") are overweight relative to the S&P Composite 1500 Index and stocks with relatively high valuations are underweight. The fund is non-diversified.

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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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