Investment Test Drive

SDOG ALPS Sector Dividend Dogs ETF

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ?
Fund SDOG ALPS Sector Dividend Dogs ETF RDIV Oppenheimer Ultra Dividend Revenue ETF  
Similarity
?
100% 91%
Annual Fees
?
$42.25
(0.40% Exp. Ratio)
$41.20
(0.39% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$45,954.03 $46,092.65
Est. savings over 30 yrs +$138.62
Return
As of 11/30/16
1 YR RETURN 20.82%
3 YR 11.62%
5 YR --
10 YR --
1 YR RETURN 22.04%
3 YR 13.40%
5 YR --
10 YR --
Description
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 outperform the total return performance of the S&P 900® Index, the fund's benchmark index. The Advisor attempts to replicate the portfolio of the OFI Revenue Weighted Ultra Dividend Index™. The underlying index is constructed by identifying the top 60 securities from the benchmark index with the highest average of the 1-year trailing dividend yields for the current quarter and each of the past three quarters (excluding securities that have issued a special dividend over that time period). The fund will invest at least 80% of its net assets in the securities of companies included in the benchmark index. It is non-diversified.

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.

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.

+

Your Feedback has been sent successfully!