Investment Test Drive


11 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund HOML UBS ETRACS M Rst 2xLvg ISE Excly Hbs ETN SDYL UBS ETRACS Mthly Pay 2xLvrgd S&P Div ETN MORL UBS ETRACS Mthly Py 2xLvg Mortg REIT ETN  
100% 91% 98%
Annual Fees
(0.85% Exp. Ratio)
(0.30% Exp. Ratio)
(0.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 9.76% annual return
$126,566.33 $149,414.02 $144,982.89
Est. savings over 30 yrs +$22,847.70 +$18,416.57
As of 9/30/16
1 YR RETURN -3.54%
3 YR --
5 YR --
10 YR --
1 YR RETURN 51.37%
3 YR 24.75%
5 YR --
10 YR --
1 YR RETURN 37.99%
3 YR 15.65%
5 YR --
10 YR --
The ETRACS Monthly Reset 2xLeveraged ISE Exclusively Homebuilders ETN due March 13, 2045 (the “Securities”) are a series of Monthly Reset 2xLeveraged Exchange Traded Access Securities (ETRACS) linked to the total return version of the ISE Exclusively Homebuilders Index (the “Index”). The Index is focused exclusively on homebuilding stocks. The Securities are designed to provide a two times leveraged long exposure to the performance of the Index compounded on a monthly basis, reduced by the Accrued Fees.
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 investment seeks to link to the Market Vectors® Global Mortgage REITs Index. The index tracks the overall performance of publicly-traded mortgage REITs that derive at least 50% of their revenues from mortgage-related activities. The Securities are senior unsecured debt securities issued by UBS AG (UBS). The Securities provide a monthly compounded two times leveraged long exposure to the performance of the Index, reduced by the Accrued Fees.

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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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