Investment Test Drive

IPO Renaissance IPO ETF

11 lower fee alternatives found

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Fund IPO Renaissance IPO ETF VMGMX Vanguard Mid-Cap Growth Index Admiral VOT Vanguard Mid-Cap Growth ETF  
Similarity
?
100% 85% 85%
Annual Fees
?
$63.37
(0.60% Exp. Ratio)
$8.45
(0.08% Exp. Ratio)
$8.45
(0.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$43,031.99 $50,323.71 $50,323.71
Est. savings over 30 yrs +$7,291.72 +$7,291.72
Return
As of 11/30/16
1 YR RETURN -3.10%
3 YR 0.91%
5 YR --
10 YR --
1 YR RETURN 3.81%
3 YR 7.29%
5 YR 12.49%
10 YR 7.20%
1 YR RETURN 3.79%
3 YR 7.28%
5 YR 12.49%
10 YR 7.20%
Description
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Renaissance IPO Index (the "index"). The fund seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the index. It normally invests at least 80% of its total assets in securities that comprise the index. The index is a portfolio of companies that have recently completed an initial public offering ("IPO") and are listed on a U.S. exchange. The fund is non-diversified.
The investment seeks to track the performance of the CRSP US Mid Cap Growth Index that measures the investment return of mid-capitalization growth stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Growth Index, a broadly diversified index of growth stocks of mid-size U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
The investment seeks to track the performance of the CRSP US Mid Cap Growth Index that measures the investment return of mid-capitalization growth stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Growth Index, a broadly diversified index of growth stocks of mid-size U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the 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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