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DFTCX DFA T.A. US Core Equity 2 I

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Fund DFTCX DFA T.A. US Core Equity 2 I SCHM Schwab US Mid-Cap ETF™  
Similarity
?
100% 89%
Annual Fees
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$25.36
(0.24% Exp. Ratio)
$6.34
(0.06% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$48,505.33 $51,200.78
Est. savings over 30 yrs +$2,695.45
Return
As of 10/31/16
1 YR RETURN 3.55%
3 YR 6.40%
5 YR 13.06%
10 YR --
1 YR RETURN 3.72%
3 YR 7.03%
5 YR 13.40%
10 YR --
Description
The investment seeks to achieve long-term capital appreciation while considering federal income tax implications of investment decisions. As a non-fundamental policy, under normal circumstances, the fund will invest at least 80% of its net assets in securities of U.S. companies. The percentage allocation of the assets of the fund to securities of the largest U.S. growth companies will generally be reduced from between 5% and 35% of their percentage weight in the U.S. Universe.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Mid-Cap Total Stock Market Index. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the mid-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Mid-Cap Total Stock Market Index includes the components ranked 501-1000 by full market capitalization. The index is a float-adjusted market capitalization weighted index.

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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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