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SVSCX SSgA Dynamic Small Cap N

6 lower fee alternatives found

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Fund SVSCX SSgA Dynamic Small Cap N SMLV SPDR® Russell 2000 Low Volatility ETF FNDA Schwab Fundamental US Small Company ETF  
Similarity
?
100% 91% 90%
Annual Fees
?
$116.28
(1.10% Exp. Ratio)
$12.68
(0.12% Exp. Ratio)
$33.83
(0.32% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$37,943.44 $51,003.97 $48,027.38
Est. savings over 30 yrs +$13,060.53 +$10,083.93
Return
As of 11/30/16
1 YR RETURN 12.19%
3 YR 6.71%
5 YR 16.12%
10 YR 5.16%
1 YR RETURN 19.27%
3 YR 12.17%
5 YR --
10 YR --
1 YR RETURN 14.07%
3 YR 8.05%
5 YR --
10 YR --
Description
The investment seeks to maximize the total return through investment in equity securities. The fund will invest at least 80% of its net assets (plus borrowings, if any) in equity securities of companies in the Russell 2000® Index, the fund's benchmark. It may invest up to 20% of its net assets in equity securities not included in the Russell 2000® Index.
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.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Russell RAFI U.S. Small Company Index. The fund normally will invest at least 90% of its net assets in stocks included in the index. The index measures the performance of the small company size segment by fundamental overall company scores, which are created using as the universe the companies included in the Russell 3000® Index. It may invest up to 10% of its net assets in securities not included in the 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.

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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