Investment Test Drive

IRBYX Ivy Targeted Return Bond Y

2 lower fee alternatives found

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Fund IRBYX Ivy Targeted Return Bond Y AGZD WisdomTree Barclays US AggtBd Zr Dur ETF SUBYX Scout Unconstrained Bond Y  
100% 85% 90%
Annual Fees
(1.25% Exp. Ratio)
(0.23% Exp. Ratio)
(0.80% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.80% annual return
$11,720.42 $15,952.52 $13,433.22
Est. savings over 30 yrs +$4,232.10 +$1,712.80
As of 9/30/16
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.64%
3 YR --
5 YR --
10 YR --
1 YR RETURN 5.57%
3 YR 0.86%
5 YR 6.08%
10 YR --
The investment seeks to provide total return through a combination of current income and capital appreciation. The fund invests at least 80% of its net assets in bonds. The term "bonds" includes any debt security with an initial maturity greater than one year. The fund benchmarks itself against a benchmark of cash instruments (the Barclays Capital U.S. 1-3 Month Treasury Bill Index). It is designed to pursue a positive return that exceeds its benchmark by using a flexible approach to bond investing. It is non-diversified.
The investment seeks track the price and yield performance, before fees and expenses, of the Barclays Rate Hedged U.S. Aggregate Bond Index, Zero Duration. The index is designed to provide long exposure to the Barclays U.S. Aggregate Bond Index while seeking to manage interest rate risk through the use of short positions in U.S. Treasury securities. Under normal circumstances, at least 80% of the fund's total assets will be invested in the component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. It is non-diversified.
The investment seeks to maximize total return consistent with the preservation of capital. The fund pursues its objective by investing at least 80% of its net assets in fixed income instruments. The fixed income instruments in which the fund may invest can be of varying maturities and include bonds, debt securities, mortgage- and asset-backed securities (including to-be-announced securities) and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.

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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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