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BUYIX Catalyst/EquityCompass Buyback Strat I

5 lower fee alternatives found

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Fund BUYIX Catalyst/EquityCompass Buyback Strat I SPHB PowerShares S&P 500 High Beta ETF EWMC Guggenheim S&P MidCap 400® Equal Wt ETF  
100% 85% 87%
Annual Fees
(1.25% Exp. Ratio)
(0.25% Exp. Ratio)
(0.41% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$36,423.55 $49,278.37 $46,961.41
Est. savings over 30 yrs +$12,854.81 +$10,537.86
As of 9/30/16
1 YR RETURN 16.62%
3 YR --
5 YR --
10 YR --
1 YR RETURN 16.63%
3 YR 7.98%
5 YR 16.50%
10 YR --
1 YR RETURN 16.62%
3 YR 8.46%
5 YR 15.87%
10 YR --
The investment seeks long-term capital appreciation. The fund invests primarily in the common stocks of companies in the Russell 3000 Index that have announced their intention to repurchase a portion of the company's outstanding shares. It may invest in companies of any market capitalization. Under normal conditions, the fund will invest at least 80% of the fund's net assets plus any borrowings for investment purposes in equity securities. It is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500® High Beta Index (the "underlying index"). The fund generally invests at least 90% of its total assets in common stocks that comprise the underlying index. S&P Dow Jones Indices LLC compiles maintains and calculates the underlying index. The fund is non-diversified.
The investment seeks to correspond as closely as possible, before fees and expenses, to the price and yield performance of the S&P MidCap 400® Equal Weight Index (the "underlying index"). The fund invests primarily in equity securities to meet its investment objective of replicating the underlying index as closely as possible, before fees and expenses. The underlying index is an unmanaged equal weighted version of the S&P MidCap 400 ® Index, which measures the performance of the mid-cap segment of the U.S. equity universe. 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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