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TDUIX Epoch US Equity Shld Yld Instl

13 lower fee alternatives found

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Fund TDUIX Epoch US Equity Shld Yld Instl VYM Vanguard High Dividend Yield ETF LGLV SPDR® Russell 1000 Low Volatility ETF  
100% 92% 91%
Annual Fees
(0.80% Exp. Ratio)
(0.09% Exp. Ratio)
(0.12% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$40,805.61 $50,540.38 $50,087.09
Est. savings over 30 yrs +$9,734.77 +$9,281.47
As of 9/30/16
1 YR RETURN 17.14%
3 YR 11.11%
5 YR --
10 YR --
1 YR RETURN 18.79%
3 YR 11.23%
5 YR 15.84%
10 YR --
1 YR RETURN 18.26%
3 YR 12.53%
5 YR --
10 YR --
The investment seeks to provide income and moderate capital appreciation. The fund seeks to achieve its investment objective by investing in a diversified portfolio consisting of equity securities of U.S. companies of all market capitalizations that have a history of paying dividends, buying back shares and/or reducing debt, and positive growth in operating cash flow. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in dividend-paying equity securities of U.S. companies.
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.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Russell 1000® Low Volatility Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index includes large cap U.S. equity securities and is designed to capture stocks with low volatility. Volatility is a measure of a security's variability in total returns based on its historic behavior. 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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