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ISOZX Voya SmallCap Opportunities R6

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Fund ISOZX Voya SmallCap Opportunities R6 JATTX Janus Triton T  
100% 91%
Annual Fees
(0.99% Exp. Ratio)
(0.92% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.61% annual return
$38,187.20 $39,005.51
Est. savings over 30 yrs +$818.31
As of 9/30/16
1 YR RETURN 15.93%
3 YR 6.94%
5 YR 16.27%
10 YR 9.22%
1 YR RETURN 16.09%
3 YR 9.74%
5 YR 16.89%
10 YR 12.03%
The investment seeks capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in common stocks of smaller, lesser-known U.S. companies. It normally invests in companies that the sub-adviser believes have above average prospects for growth. For this fund, smaller companies are those with market capitalizations that fall within the range of companies in the Russell 2000® Growth Index at the time of purchase. The fund may invest in other investment companies, including exchange-traded funds.
The investment seeks long-term growth of capital. The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential. In pursuing that objective, it invests in equity securities of small- and medium-sized companies. Generally, small- and medium-sized companies have a market capitalization of less than $10 billion. Market capitalization is a commonly used measure of the size and value of a company. The fund may also invest in foreign securities, which may include investments in emerging markets.

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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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