Investment Test Drive

BLPSX ProFunds Bull Svc

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund BLPSX ProFunds Bull Svc SFLA iPath® Long Extended S&P 500® TR ETN ROLA iPath® Long Extended Russell 1000®TR ETN  
Similarity
?
100% 85% 85%
Annual Fees
?
$283.68
(2.58% Exp. Ratio)
$38.48
(0.35% Exp. Ratio)
$54.98
(0.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 9.95% annual return
$78,646.60 $155,079.82 $148,227.44
Est. savings over 30 yrs +$76,433.22 +$69,580.84
Return
As of 11/30/16
1 YR RETURN 4.84%
3 YR 5.98%
5 YR 11.14%
10 YR 3.86%
1 YR RETURN 11.58%
3 YR 14.02%
5 YR 28.23%
10 YR --
1 YR RETURN 11.42%
3 YR 13.59%
5 YR 28.27%
10 YR --
Description
The investment seeks investment results, before fees and expenses, that correspond to the performance of the S&P 500® Index. The fund invests in securities and derivatives that the adviser believes, in combination, should have similar return characteristics as the return of the index. The index is a measure of large-cap U.S. stock market performance. It is a float-adjusted, market capitalization-weighted index of approximately 500 U.S. operating companies and real estate investment trusts selected through a process that factor in criteria such as liquidity, price, market capitalization and financial viability. The fund is non-diversified.
The iPath® Long Extended S&P 500® TR Index ETN is designed to provide investors with leveraged return on the performance of the S&P 500® Total Return Index. The S&P 500® Total Return Index (the "Index") is a capitalization-weighted index intended to provide an indication of the pattern of stock price movement in the U.S. equities market, covering 75% of total US equities market. S&P chooses companies for inclusion in the Index with the aim of achieving a distribution by broad industry groupings that approximates the distribution of these groupings in the common stock population of the U.S. equities market.
The iPath® Long Extended Russell 1000® TR Index ETN is designed to provide investors with leveraged return on the performance of the Russell 1000® Total Return Index. The Russell 1000® Total Return Index is designed to track the performance of the large-cap segment of the U.S. equity market. It is a subset of the Russell 3000® Index and includes the 1,000 largest companies included in the Russell 3000® Index as measured by total market capitalization.

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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.

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.

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