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DVHL UBS ETRACS M Py 2xLvg Divers Hi Inc ETN

1 lower fee alternative found

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Fund DVHL UBS ETRACS M Py 2xLvg Divers Hi Inc ETN SDYL UBS ETRACS Mthly Pay 2xLvrgd S&P Div ETN  
100% 91%
Annual Fees
(0.85% Exp. Ratio)
(0.30% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 9.76% annual return
$126,566.33 $149,414.02
Est. savings over 30 yrs +$22,847.70
As of 9/30/16
1 YR RETURN 49.25%
3 YR --
5 YR --
10 YR --
1 YR RETURN 51.37%
3 YR 24.75%
5 YR --
10 YR --
The ETRACS Monthly Pay 2xLeveraged Diversified High Income ETN due November 12, 2043 (the “Securities”) are a series of Monthly Pay 2xLeveraged Exchange Traded Access Securities (ETRACS) linked to the NYSE® Diversified High Income Index (the “Index”). The Securities are senior unsecured debt securities issued by UBS AG (UBS). The Index measures the performance of a diversified basket of publicly-traded securities that historically have paid high dividends or distributions. The Index Constituent Securities must satisfy certain dividend or distribution yield and frequency criteria, liquidity criteria and other eligibility requirements.
The investment seeks to replicate, net of expenses, the monthly compounded 2x leveraged performance of the S&P High Yield Dividend Aristocrats® Index. The index is designed the measure the performance of the 60 highest dividend yielding S&P Composite 1500 Index constituents, which have followed a managed-dividends policy of consistently increasing dividends every year for at least 25 consecutive years.

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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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