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SDRCX Swan Defined Risk C

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Fund SDRCX Swan Defined Risk C HSPX Horizons S&P 500® Covered Call ETF PBP PowerShares S&P 500 BuyWrite ETF  
100% 93% 92%
Annual Fees
(2.33% Exp. Ratio)
(0.65% Exp. Ratio)
(0.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.22% annual return
$22,691.27 $37,849.43 $36,723.04
Est. savings over 30 yrs +$15,158.16 +$14,031.77
As of 9/30/16
1 YR RETURN 5.27%
3 YR 2.88%
5 YR --
10 YR --
1 YR RETURN 11.26%
3 YR 7.19%
5 YR --
10 YR --
1 YR RETURN 7.57%
3 YR 6.66%
5 YR 9.07%
10 YR --
The investment seeks income and growth of capital. The fund seeks to achieve its investment objective by investing primarily in: exchange-traded funds ("ETFs") that invest in equity securities that are represented in the S&P 500 Index or the 9 individual sectors of the S&P 500 Index, which are commonly known as a "SPDR"; exchange-traded long-term put options on the S&P 500 Index for hedging purposes; and buying and selling exchange-traded put and call options on various equity indices to generate additional returns.
The investment seeks investment results that, before fees and expenses, generally correspond to the performance of the S&P 500 Stock Covered Call Index. The fund invests at least 80% of its total assets in securities that comprise its underlying index. The underlying index is comprised of all the equity securities in the S&P 500 Index (the "reference index") in substantially similar weight as the reference index and short (written) call options on up to 100% of each of the option eligible securities in the reference index that meet, among others, the stock and option price criteria of the underlying index methodology.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the CBOE S&P 500 BuyWrite IndexSM. The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index and will write (sell) call options thereon. The underlying index is a total return benchmark index that is designed to track the performance of a hypothetical "buy-write" strategy on the S&P 500® 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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