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GMSRX Nationwide Small Cap Index R

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Fund GMSRX Nationwide Small Cap Index R SCHA Schwab US Small-Cap ETF™ IJR iShares Core S&P Small-Cap  
100% 97% 97%
Annual Fees
(1.00% Exp. Ratio)
(0.06% Exp. Ratio)
(0.07% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$39,193.67 $52,040.37 $51,884.38
Est. savings over 30 yrs +$12,846.71 +$12,690.72
As of 10/31/16
1 YR RETURN 3.54%
3 YR 3.56%
5 YR 10.90%
10 YR 5.31%
1 YR RETURN 4.28%
3 YR 4.93%
5 YR 12.35%
10 YR --
1 YR RETURN 6.38%
3 YR 6.10%
5 YR 13.54%
10 YR 7.62%
The investment seeks to match the performance of the Russell 2000® Index as closely as possible before the deduction of fund expenses. The fund employs a "passive" management, or indexing, approach, which seek to match approximately the performance of the Russell 2000 Index before the deduction of fund expenses. It normally invests at least 80% of its net assets in a statistically selected sampling of equity securities of companies included in the Russell 2000 Index. The Russell 2000 Index is composed of approximately 2,000 common stocks of small-cap U.S. companies in a wide range of businesses.
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.
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.

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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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