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WHGSX Westwood SmallCap Value Institutional

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Fund WHGSX Westwood SmallCap Value Institutional SMLV SPDR® Russell 2000 Low Volatility ETF FNDA Schwab Fundamental US Small Company ETF  
100% 92% 91%
Annual Fees
(1.10% Exp. Ratio)
(0.12% Exp. Ratio)
(0.32% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$38,016.74 $51,102.50 $48,120.15
Est. savings over 30 yrs +$13,085.76 +$10,103.41
As of 9/30/16
1 YR RETURN 15.30%
3 YR 7.93%
5 YR 18.95%
10 YR --
1 YR RETURN 17.18%
3 YR 10.76%
5 YR --
10 YR --
1 YR RETURN 15.62%
3 YR 8.22%
5 YR --
10 YR --
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap companies. The fund managers consider small-cap companies to be those companies with market capitalizations between $100 million and $2 billion at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks, but may also include shares of exchange-traded funds ("ETFs"), real estate investment trusts, royalty trusts, and master limited partnerships.
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. It will provide shareholders with at least 60 days' notice prior to any material change in this 80% investment policy. 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 Fundamental 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.


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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