Investment Test Drive

TWQZX Transamerica Large Cap Value I2

2 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund TWQZX Transamerica Large Cap Value I2 SDOG ALPS Sector Dividend Dogs ETF CAPE Barclays ETN+ Shiller Capet  
100% 85% 90%
Annual Fees
(0.68% Exp. Ratio)
(0.40% Exp. Ratio)
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$42,259.90 $45,984.05 $45,296.54
Est. savings over 30 yrs +$3,724.16 +$3,036.64
As of 11/30/16
1 YR RETURN 14.57%
3 YR 10.27%
5 YR 16.18%
10 YR --
1 YR RETURN 20.82%
3 YR 11.62%
5 YR --
10 YR --
1 YR RETURN 16.81%
3 YR 12.80%
5 YR --
10 YR --
The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in equity securities of large cap companies. The sub-adviser considers large cap companies to be companies with capitalizations within the range of companies included in the Russell 1000® Value Index. It may invest up to 20% of its assets in non-U.S. securities.
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 replicate, net of expenses, the Shiller Barclays CAPETM US Core Sector Index. The index seeks to provide a notional long exposure to the top four relatively undervalued US equity sectors that also exhibit relatively strong price momentum. It incorporates the CAPE (Cyclically Adjusted Price Earnings) ratio to assess equity market valuations of nine sectors on a monthly basis and to identify the relatively undervalued sectors represented in the S&P 500®.

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.


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!