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IAFPX Voya FTSE 100 Index® Port A

3 lower fee alternatives found

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Fund IAFPX Voya FTSE 100 Index® Port A DBUK Deutsche X-trackers MSCI UK Hedged Eq EWU iShares MSCI United Kingdom  
Similarity
?
100% 97% 98%
Annual Fees
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$97.30
(0.92% Exp. Ratio)
$47.59
(0.45% Exp. Ratio)
$50.77
(0.48% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.76% annual return
$40,692.92 $46,900.43 $46,478.27
Est. savings over 30 yrs +$6,207.51 +$5,785.35
Return
As of 11/30/16
1 YR RETURN -8.58%
3 YR -5.35%
5 YR 2.34%
10 YR --
1 YR RETURN 10.13%
3 YR 3.34%
5 YR --
10 YR --
1 YR RETURN -8.30%
3 YR -5.31%
5 YR 2.61%
10 YR -0.38%
Description
The investment seeks investment results (before fees and expenses) that correspond to the total return (which includes capital appreciation and income) of the FTSE 100 Index®. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of companies, which are at the time of purchase, included in the index; convertible securities that are convertible into stocks included in the index; other derivatives whose economic returns are, by design, closely equivalent to the returns of the index or its components; and exchange-traded funds. It is non-diversified.
The investment seeks investment results that correspond generally to the performance, before fees and expenses, of the MSCI United Kingdom US Dollar Hedged Index. The fund, using a "passive" or indexing investment approach, seeks investment results that correspond generally to the performance, before fees and expenses, of the underlying index, which is designed to track the performance of the United Kingdom equity markets, while mitigating exposure to fluctuations between the value of the U.S. dollar and British pound sterling. It will invest at least 80% of its total assets in component securities of the underlying index. The fund is non-diversified.
The investment seeks to track the investment results of the MSCI United Kingdom Index. The fund will at all times invest at least 90% of its assets in the securities of its underlying index and in depositary receipts representing securities in its underlying index. It seeks to track the investment results of the MSCI United Kingdom Index (the "underlying index"), which consists of stocks traded primarily on the London Stock Exchange. 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.

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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