Investment Test Drive

CYPIX ProFunds Consumer Services Ultra Sec Inv

5 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund CYPIX ProFunds Consumer Services Ultra Sec Inv QLD ProShares Ultra QQQ UPRO ProShares UltraPro S&P500  
Similarity
?
100% 89% 87%
Annual Fees
?
$171.47
(1.56% Exp. Ratio)
$104.42
(0.95% Exp. Ratio)
$103.32
(0.94% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 9.92% annual return
$106,492.58 $128,175.67 $128,564.46
Est. savings over 30 yrs +$21,683.09 +$22,071.87
Return
As of 11/30/16
1 YR RETURN 3.85%
3 YR 11.49%
5 YR 24.94%
10 YR 10.88%
1 YR RETURN 4.11%
3 YR 21.67%
5 YR 32.60%
10 YR 15.51%
1 YR RETURN 16.17%
3 YR 20.13%
5 YR 39.43%
10 YR --
Description
The investment seeks daily investment results, before fees and expenses, that correspond to one and one-half times (1.5x) the daily performance of the Dow Jones U.S. Consumer ServicesSM Index. The fund invests in securities and derivatives that the adviser believes, in combination, should have similar daily return characteristics as one and one-half times (1.5x) the daily return of the index. The index measures the performance of the consumer services sector of the U.S. equity market. The fund is non-diversified.
The investment seeks daily investment results, before fees and expenses, that correspond to two times (2x) the daily performance of the NASDAQ-100 Index®. The fund invests in securities and derivatives that ProShare Advisors believes, in combination, should have similar daily return characteristics as two times (2x) the daily return of the index. The index, a modified market capitalization-weighted index, includes 100 of the largest non-financial domestic and international issues listed on the NASDAQ Stock Market. The fund is non-diversified.
The investment seeks daily investment results, before fees and expenses, that correspond to three times (3x) the daily performance of the S&P 500®. The fund invests in securities and derivatives that ProShare Advisors believes, in combination, should have similar daily return characteristics as three times (3x) the daily 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 500 U.S. operating companies and real estate investment trusts selected through a process. The fund is non-diversified.

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!