Investment Test Drive

STOGX Stadion Defensive International C

2 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund STOGX Stadion Defensive International C GTAA AdvisorShares Morg Crk Glbl Tacticl ETF CDFFX Chadwick & D'Amato  
100% 86% 86%
Annual Fees
(3.04% Exp. Ratio)
(1.68% Exp. Ratio)
(2.31% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.12% annual return
$9,961.64 $15,128.94 $12,475.44
Est. savings over 30 yrs +$5,167.31 +$2,513.80
As of 11/30/16
1 YR RETURN -6.04%
3 YR -6.51%
5 YR --
10 YR --
1 YR RETURN 0.85%
3 YR -1.42%
5 YR 0.74%
10 YR --
1 YR RETURN -2.49%
3 YR -1.22%
5 YR 2.78%
10 YR --
The investment seeks long-term capital appreciation, while maintaining a secondary emphasis on capital preservation. The fund invests primarily in, and allocates its investments primarily between, fund investments that are intended to be generally representative of the performance of international developed and emerging markets and market sectors, and Cash Positions. Under normal market conditions, at least 40% of its net assets will be invested in the securities of non-U.S. issuers, and the fund will typically have exposure to not less than three different countries other than the U.S.
The investment seeks to preserve and grow capital from investments in the U.S. and foreign equity, fixed income, commodity and currency markets, independent of market direction. The fund is considered a "fund of funds" that seeks to achieve its investment objective by primarily investing in other affiliated and unaffiliated exchange-traded funds ("ETFs") that offer diversified exposure, including inverse exposure, to global regions, countries, styles (market capitalization, value, growth, etc.) or sectors, and other exchange-traded products including, but not limited to, exchange-traded notes ("ETNs"), exchange-traded currency trusts, and closed-end funds.
The investment seeks capital appreciation with capital preservation as a secondary objective. The fund invests primarily in exchange-traded funds ("ETFs"), open-end investment companies (mutual funds) and closed-end funds that each invests primarily in common stocks, fixed income securities including convertible securities, or alternative assets. It will invest without restriction as to capitalization, sector, country, currency, credit quality or maturity. Investments in fixed income securities may include underlying funds that invest in non-investment grade fixed income securities, commonly known as "high yield" or "junk" bonds.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.


Your Feedback has been sent successfully!