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IPSIX Voya Index Plus SmallCap Port I

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Fund IPSIX Voya Index Plus SmallCap Port I SMLV SPDR® Russell 2000 Low Volatility ETF  
Similarity
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100% 92%
Annual Fees
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$52.85
(0.50% Exp. Ratio)
$12.69
(0.12% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$45,496.44 $51,008.32
Est. savings over 30 yrs +$5,511.88
Return
As of 11/30/16
1 YR RETURN 17.15%
3 YR 8.39%
5 YR 15.34%
10 YR 6.68%
1 YR RETURN 19.27%
3 YR 12.17%
5 YR --
10 YR --
Description
The investment seeks to outperform the total return performance of the S&P SmallCap 600® Index ("index") while maintaining a market level of risk. Under normal market conditions, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in securities of small-capitalization companies included in the index. The index is a stock market index comprised of common stocks of 600 small-capitalization companies traded in the United States and selected by Standard & Poor's Ratings Services.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Russell 2000® Low Volatility Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index includes small cap U.S. equity securities and is designed to capture stocks with low volatility. Volatility is a measure of a security's variability in total returns based on its historic behavior. 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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