Investment Test Drive

SDCCX Swan Defined Risk US Small Cap C

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund SDCCX Swan Defined Risk US Small Cap C FHEKX First Investors Hedged US Eq Opps Adv  
100% 88%
Annual Fees
(2.60% Exp. Ratio)
(1.42% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.22% annual return
$20,887.72 $29,976.90
Est. savings over 30 yrs +$9,089.18
As of 9/30/16
3 YR --
5 YR --
10 YR --
3 YR --
5 YR --
10 YR --
The investment seeks income and growth of capital. The fund invests directly or indirectly through exchange traded funds ("ETFs") in: equity securities of domestic small capitalization companies; exchange-traded long-term put options on U.S. exchanges for hedging purposes; and buying and selling exchange-traded put and call options on various ETFs, securities and equity indices to generate additional returns. It will invest at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) in securities of domestic small capitalization (under $3 billion) companies through ETFs.
The investment seeks total return and, secondarily, capital preservation. The fund will seek to achieve its investment objective by investing in a broadly diversified portfolio of common stocks of any market capitalization while also investing in derivatives to help manage investment risk. It will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. issuers and investments that provide exposure to such securities, including exchange-traded funds.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.


Your Feedback has been sent successfully!