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SDIVX Stock Dividend

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Fund SDIVX Stock Dividend DOD ELEMENTS Dogs of Dow DJ HY Sel 10 TR ETN  
100% 89%
Annual Fees
(0.85% Exp. Ratio)
(0.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$40,193.08 $41,427.17
Est. savings over 30 yrs +$1,234.08
As of 9/30/16
1 YR RETURN 29.21%
3 YR 4.71%
5 YR 10.82%
10 YR 5.22%
1 YR RETURN 29.22%
3 YR 13.50%
5 YR 16.80%
10 YR --
The investment seeks growth and income. The fund invests primarily in dividend paying common stocks that generally have investment grade credit ratings on outstanding debt, a long history of dividend payments (at least ten years), minimum ratios of expected earnings to dividend strength, and expectation by the Advisor that the dividend may be increased in the future. It will invest at least 80% of its net assets in larger capitalization dividend paying common stocks of U.S. issuers and the advisor intends to be as fully invested as possible at all times. The fund is non-diversified.
The investment seeks to replicate, net of expenses, the Dow Jones High Yield Select 10 Total Return Index. The index tracks the stocks with the highest dividend yield in Dow Jones Industrial Average.

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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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