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EQAIX Equinox Aspect Core Diversified Strat I

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Fund EQAIX Equinox Aspect Core Diversified Strat I WDTI WisdomTree Managed Futures Strategy ETF  
100% 87%
Annual Fees
(1.45% Exp. Ratio)
(0.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.81% annual return
$11,058.11 $14,093.47
Est. savings over 30 yrs +$3,035.37
As of 10/31/16
1 YR RETURN -2.94%
3 YR --
5 YR --
10 YR --
1 YR RETURN 0.90%
3 YR 0.23%
5 YR -1.43%
10 YR --
The investment seeks to achieve long-term capital appreciation. The fund pursues its investment objective primarily by investing directly or indirectly in a diversified portfolio of futures contracts and futures-related instruments such as forwards and swaps in broadly diversified global (i.e. U.S. and non-U.S.) markets across four major asset classes: commodities, currencies, fixed income and stock indices (the "Futures Portfolio"). The fund either invests directly in those instruments, or indirectly by investing via a swap or via its wholly-owned subsidiary which may then invest in such assets directly or indirectly. It is non-diversified.
The investment seeks to provide investors with positive total returns in rising or falling markets. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in "managed futures". It is an actively managed exchange traded fund ("ETF") that seeks to achieve positive total returns in rising or falling markets that are not directly correlated to broad market equity or fixed income returns. The fund is managed using a quantitative, rules-based strategy designed to provide returns that correspond to the performance of the WisdomTree Managed Futures 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.


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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