Investment Test Drive

REM iShares Mortgage Real Estate Capped

2 lower fee alternatives found

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Fund REM iShares Mortgage Real Estate Capped KBWY PowerShares KBW Premium Yld Eq REIT ETF MORT VanEck Vectors Mortgage REIT Income ETF  
Similarity
?
100% 94% 98%
Annual Fees
?
$50.69
(0.48% Exp. Ratio)
$36.96
(0.35% Exp. Ratio)
$43.30
(0.41% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$44,438.47 $46,213.32 $45,385.80
Est. savings over 30 yrs +$1,774.85 +$947.34
Return
As of 11/30/16
1 YR RETURN 18.79%
3 YR 9.88%
5 YR 9.19%
10 YR --
1 YR RETURN 23.06%
3 YR 12.56%
5 YR 16.33%
10 YR --
1 YR RETURN 19.18%
3 YR 10.30%
5 YR 10.41%
10 YR --
Description
The investment seeks to track the investment results of the FTSE NAREIT All Mortgage Capped Index composed of U.S. real estate investment trusts ("REITs") that hold U.S. residential and commercial mortgages. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index measures the performance of the residential and commercial mortgage real estate, mortgage finance and savings associations sectors of the U.S. equity market. The fund is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the KBW Nasdaq Premium Yield Equity REIT Index (the "underlying index"). The fund generally invests at least 90% of its total assets in the securities of small- and mid-cap equity REITs in the United States that comprise the underlying index. It generally invests in all of the securities comprising the underlying index in proportion to their weightings in the underlying index.
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the MVISä Global Mortgage REITs Index (the "Mortgage REITs Index"). The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The index is comprised of stocks of publicly traded U.S. REITs that derive at least 50% of their revenues from mortgage-related activity. 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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