Investment Test Drive

CHSCX Victory CEMP US Small Cap Vol Wtd Idx C

15 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund CHSCX Victory CEMP US Small Cap Vol Wtd Idx C IJR iShares Core S&P Small-Cap SCHA Schwab US Small-Cap ETF™  
100% 94% 92%
Annual Fees
(1.74% Exp. Ratio)
(0.07% Exp. Ratio)
(0.06% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$31,276.37 $51,854.94 $52,010.84
Est. savings over 30 yrs +$20,578.57 +$20,734.47
As of 9/30/16
1 YR RETURN 14.34%
3 YR 6.99%
5 YR --
10 YR --
1 YR RETURN 18.14%
3 YR 9.01%
5 YR 17.82%
10 YR 8.64%
1 YR RETURN 15.16%
3 YR 7.64%
5 YR 16.68%
10 YR --
The investment seeks to provide investment results that track the performance of the CEMP US Small Cap 500 Volatility Weighted Index before fees and expenses. The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its net assets in the stock of the issuers included in the CEMP US Small Cap 500 Volatility Weighted Index (the "index"), an unmanaged, volatility weighted index created by the Adviser. The index combines fundamental criteria with individual security risk control achieved through volatility weighting of individual securities.
The investment seeks to track the investment results of the S&P SmallCap 600® (the "underlying index"), which measures the performance of the small-capitalization sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Small-Cap Total Stock Market Index. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the small-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Small-Cap Total Stock Market Index includes the components ranked 751-2500 by full market capitalization. The index is a float-adjusted market capitalization weighted index.

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!