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SSPLX Sirius S&P Strategic Large-Cap Allc

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Fund SSPLX Sirius S&P Strategic Large-Cap Allc PHDG PowerShares S&P 500 Downside Hedged ETF SPXH Janus Velocity Volatility Hdgd Lg Cp ETF  
100% 88% 94%
Annual Fees
(1.95% Exp. Ratio)
(0.39% Exp. Ratio)
(0.71% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.87% annual return
$17,314.92 $27,802.29 $25,243.98
Est. savings over 30 yrs +$10,487.38 +$7,929.06
As of 10/31/16
1 YR RETURN -5.87%
3 YR --
5 YR --
10 YR --
1 YR RETURN -4.10%
3 YR -1.87%
5 YR --
10 YR --
1 YR RETURN 0.47%
3 YR 3.94%
5 YR --
10 YR --
The investment seeks long term growth and preservation of capital through investment in large cap equity and market index funds; current income is a secondary investment objective. The fund seeks to achieve its investment objectives of growth and preservation of capital by investing primarily in ETFs and secondarily in mutual funds. It is a "fund of funds," which means it invests normally at least 80% of its net assets plus the amount of any borrowings for investment purposes in ETFs and mutual funds that hold securities in the S&P 500 Index and large cap S&P sectors. The fund is non-diversified.
The investment seeks to achieve positive total returns in rising or falling markets that are not directly correlated to broad equity or fixed income market returns. The fund uses a quantitative, rules based strategy to allocate its assets among components of the S&P 500® Dynamic VEQTOR Index in a combination of (i) equity securities contained in the S&P 500® Index and that are listed on a U.S. securities exchange, (ii) Chicago Board Options Exchange Volatility Index related instruments, such as listed VIX Index futures contracts that reflect exposure to the S&P 500® VIX Short Term Futures Index, and (iii) money market instruments, cash and cash equivalents.
The investment seeks investment results that correspond generally, before fees and expenses, to the performance of its underlying index, the VelocityShares Volatility Hedged Large Cap Index. The fund will seek to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in underlying index ETFs. The underlying index consists of an 85% allocation to the Underlying Large Cap ETFs (split evenly between each Underlying Large Cap ETF) and a 15% allocation to the Underlying Volatility ETFs (such allocation being the "Volatility Component"). 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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