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ABRVX ABR Dynamic Blend Equity & Volatil Instl

6 lower fee alternatives found

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Fund ABRVX ABR Dynamic Blend Equity & Volatil Instl DYLS WisdomTree Dynamic Long/Short US Eq ETF VIXH First Trust CBOE® S&P 500 VIX®Tail H ETF  
Similarity
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100% 87% 94%
Annual Fees
?
$207.77
(2.00% Exp. Ratio)
$49.86
(0.48% Exp. Ratio)
$62.33
(0.60% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.89% annual return
$17,116.12 $27,160.26 $26,194.76
Est. savings over 30 yrs +$10,044.15 +$9,078.65
Return
As of 12/31/16
1 YR RETURN 0.34%
3 YR --
5 YR --
10 YR --
1 YR RETURN 11.70%
3 YR --
5 YR --
10 YR --
1 YR RETURN 0.50%
3 YR 2.90%
5 YR --
10 YR --
Description
The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of a benchmark index that measures the investment returns of a dynamic ratio of large-capitalization stocks and the volatility of large-capitalization stocks. The fund will invest at least 80% of the value of its net assets (plus borrowing for investment purposes) in investments in equity securities and derivative instruments that provide exposure to equity securities, including volatility in the equity markets. It is non-diversified.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Dynamic Long/Short U.S. Equity Index (the "index"). Under normal circumstances, at least 80% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index includes long U.S. equity positions (the "Long Equity Basket") and, at times, short U.S. equity positions (the "Short Equity Basket"). The fund is non-diversified.
The investment seeks results that correspond generally to an equity index called the CBOE(R) VIX(R) Tail Hedge Index. The fund will normally invest at least 90% of its net assets in common stocks and call options included in the index. The index is composed of each of the equity securities comprising the S&P 500 and an out-of-the-money call option position on the Chicago Board Options Exchange Market Volatility Index. It 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.

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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