Investment Test Drive

XWEB SPDR® S&P Internet ETF

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ?
Fund XWEB SPDR® S&P Internet ETF PSCT PowerShares S&P SmallCap Info Tech ETF  
Similarity
?
100% 88%
Annual Fees
?
$36.99
(0.35% Exp. Ratio)
$30.65
(0.29% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.70% annual return
$47,456.70 $48,321.45
Est. savings over 30 yrs +$864.75
Return
As of 11/30/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 25.13%
3 YR 16.16%
5 YR 19.77%
10 YR --
Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Internet Select Industry Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. In addition, it may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments, such as repurchase agreements and money market funds (including money market funds advised by the Adviser). The index represents the internet segment of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P SmallCap 600® Capped Information Technology Index. The fund generally will invest at least 90% of its total assets in common stocks of small capitalization U.S. information technology companies that comprise the underlying index. These companies are principally engaged in the business of providing information technology-related products and services, including computer hardware and software, Internet, electronics and semiconductors, and communication technologies.

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.

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.

+

Your Feedback has been sent successfully!