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SWSCX Schwab Small-Cap Equity

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Fund SWSCX Schwab Small-Cap Equity SMLV SPDR® SSGA US Small Cap Low Volatil ETF MSCFX Mairs & Power Small Cap  
Similarity
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100% 94% 90%
Annual Fees
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$115.23
(1.09% Exp. Ratio)
$12.69
(0.12% Exp. Ratio)
$112.06
(1.06% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$38,108.43 $51,070.60 $38,456.71
Est. savings over 30 yrs +$12,962.17 +$348.28
Return
As of 12/31/16
1 YR RETURN 23.63%
3 YR 8.38%
5 YR 17.09%
10 YR 7.15%
1 YR RETURN 30.65%
3 YR 13.01%
5 YR --
10 YR --
1 YR RETURN 27.27%
3 YR 8.99%
5 YR 18.60%
10 YR --
Description
The investment seeks long-term capital growth. The fund invests at least 80% of its net assets in small-cap equity securities. Small-cap equity securities generally are securities with market capitalizations within the universe of the Russell 2000® Index at the time of purchase by the fund. The fund seeks to assemble a portfolio with long-term performance that will exceed that of 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 SSGA US Small Cap 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 is designed to measure the performance of the stocks of U.S. small capitalization companies that exhibit low volatility. Volatility is a statistical measurement of the magnitude of movements in a stock's price over time. The fund is non-diversified.
The investment seeks above-average, long-term appreciation. The fund normally will invest at least 80% of its net assets (including borrowings for investment purposes) in U.S. common stocks issued by small cap companies. For this purpose, small cap companies are defined as companies whose market capitalization at the time of purchase come within the non-float adjusted range represented by companies in the S&P SmallCap 600 Total Return Index as of December 31 of the preceding year. The S&P SmallCap 600 Total Return Index is a widely used benchmark for small cap performance and is rebalanced continuously.

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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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