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RDVY First Trust NASDAQ Rising Div Achiev ETF

6 lower fee alternatives found

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund RDVY First Trust NASDAQ Rising Div Achiev ETF SPYD SPDR® S&P 500 High Dividend ETF SPHD PowerShares S&P 500® High Div Low VolETF  
Similarity
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100% 90% 92%
Annual Fees
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$52.82
(0.50% 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
$44,618.97 $50,024.54 $47,389.47
Est. savings over 30 yrs +$5,405.57 +$2,770.50
Return
As of 11/30/16
1 YR RETURN 16.91%
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 investment results that correspond generally to the price and yield (before the fees and expenses) of the NASDAQ US Rising Dividend Achievers Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in securities that comprise the index. The index is composed of the securities of 50 companies with a history of raising their dividends and exhibit the characteristics to continue to do so in the future("Index Securities"). The index is designed to provide access to a diversified portfolio of small, mid and large capitalization income producing securities. The fund is non-diversified.
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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