Investment Test Drive

EFO ProShares Ultra MSCI EAFE

8 lower fee alternatives found

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Fund EFO ProShares Ultra MSCI EAFE SDYL UBS ETRACS Mthly Pay 2xLvrgd S&P Div ETN SFLA iPath® Long Extended S&P 500® TR ETN  
Similarity
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100% 86% 86%
Annual Fees
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$103.94
(0.95% Exp. Ratio)
$32.82
(0.30% Exp. Ratio)
$38.30
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 9.41% annual return
$111,649.55 $135,855.53 $133,826.36
Est. savings over 30 yrs +$24,205.98 +$22,176.81
Return
As of 10/31/16
1 YR RETURN -9.89%
3 YR -6.94%
5 YR 5.68%
10 YR --
1 YR RETURN 21.90%
3 YR 17.94%
5 YR --
10 YR --
1 YR RETURN 6.01%
3 YR 13.91%
5 YR 26.63%
10 YR --
Description
The investment seeks daily investment results, before fees and expenses, that correspond to two times (2x) the daily performance of the MSCI EAFE 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 includes 85% of free float-adjusted, market capitalization in each industry group in developed market countries, excluding the U.S. and Canada. The fund is non-diversified.
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.
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.

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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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