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ISOPX Voya SmallCap Opportunities Port A

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Fund ISOPX Voya SmallCap Opportunities Port A SLYG SPDR® S&P 600 Small Cap Growth ETF OTCFX T. Rowe Price Small-Cap Stock  
100% 92% 92%
Annual Fees
(1.39% Exp. Ratio)
(0.15% Exp. Ratio)
(0.90% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$33,857.58 $49,257.14 $39,285.91
Est. savings over 30 yrs +$15,399.56 +$5,428.33
As of 9/30/16
1 YR RETURN 15.55%
3 YR 6.72%
5 YR 16.20%
10 YR 9.04%
1 YR RETURN 15.64%
3 YR 9.33%
5 YR 17.51%
10 YR 10.21%
1 YR RETURN 15.61%
3 YR 7.45%
5 YR 16.73%
10 YR 9.04%
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in common stock of smaller, lesser-known U.S. companies. The Sub-Adviser defines smaller companies as those with market capitalizations that fall within the range of companies in the Russell 2000® Growth Index at the time of purchase. It normally invests in companies that the sub-adviser believes have above average prospects for growth.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P SmallCap 600 Growth Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index measures the performance of the small-capitalization growth segment of the U.S. equity market. It may purchase a subset of the securities in the index in an effort to hold a portfolio of securities with generally the same risk and return characteristics of the index. The fund is non-diversified.
The investment seeks to provide long-term capital growth. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in stocks of small companies. The manager defines a small company as one whose market capitalization falls (i) within or below the current range of companies in either the Russell 2000 Index or the S&P SmallCap 600 Index or (ii) below the three-year average maximum market cap of companies in either index as of December 31 of the three preceding years.

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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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