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WBIB WBI Tactical SMV Shares ETF

6 lower fee alternatives found

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Fund WBIB WBI Tactical SMV Shares ETF EZM WisdomTree MidCap Earnings ETF TMSIX Thrivent Mid Cap Stock S  
100% 85% 85%
Annual Fees
(1.07% Exp. Ratio)
(0.38% Exp. Ratio)
(0.71% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$38,464.51 $47,382.29 $42,892.88
Est. savings over 30 yrs +$8,917.78 +$4,428.37
As of 9/30/16
1 YR RETURN -3.57%
3 YR --
5 YR --
10 YR --
1 YR RETURN 12.99%
3 YR 8.09%
5 YR 16.89%
10 YR --
1 YR RETURN 22.65%
3 YR 12.61%
5 YR 17.97%
10 YR 8.37%
The investment seeks long-term capital appreciation and the potential for current income, while protecting principal during unfavorable market conditions. The fund will seek to invest in the equity securities of small-capitalization and mid-capitalization domestic and foreign companies. These securities will be selected on the basis of the Sub-Advisor's proprietary selection process ("Selection Process"). Cash and cash equivalents are some of the investment opportunities evaluated by the Selection Process. It may invest up to 50% of its net assets in the securities of issuers in emerging markets.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree MidCap Earnings Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) 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 is a fundamentally weighted index that is comprised of earnings-generating companies within the mid-capitalization segment of the U.S. stock market. The fund is non-diversified.
The investment seeks long-term capital growth. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in securities of mid-sized companies. The Adviser focuses mainly on the securities of mid-sized U.S. companies which have market capitalizations similar to those included in widely known indices such as the Russell Midcap® Index or the S&P MidCap 400 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.


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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