Investment Test Drive

LBDC UBS ETRACS 2×Lvg Lng WF® B D Co ETN SerB

4 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund LBDC UBS ETRACS 2×Lvg Lng WF® B D Co ETN SerB SDYL UBS ETRACS Mthly Pay 2xLvrgd S&P Div ETN DVYL UBS ETRACS Mthly Py 2xLvg DJ Sel Div ETN  
Similarity
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100% 91% 91%
Annual Fees
?
$93.46
(0.85% Exp. Ratio)
$32.99
(0.30% Exp. Ratio)
$38.48
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 9.95% annual return
$133,357.59 $157,431.25 $155,079.82
Est. savings over 30 yrs +$24,073.66 +$21,722.23
Return
As of 11/30/16
1 YR RETURN 21.26%
3 YR --
5 YR --
10 YR --
1 YR RETURN 32.54%
3 YR 20.73%
5 YR --
10 YR --
1 YR RETURN 35.13%
3 YR 21.59%
5 YR --
10 YR --
Description
The 2×Leveraged Long ETRACS Wells Fargo® Business Development Company Index ETN Series B due May 24, 2041 are senior unsecured debt securities issued by UBS that provide a monthly compounded two times leveraged long exposure to the performance of the Wells Fargo® Business Development Company Index. The index is intended to measure the performance of all business development companies listed on the NYSE MKT or the NASDAQ that satisfy specified market capitalization and other eligibility requirements. The index refers to the business development companies included in the Wells Fargo® Business Development Company Index as the “index constituents.”
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 replicate, net of expenses, the monthly compounded 2x leveraged performance of the Dow Jones U.S. Select Dividend IndexSM. The index represents the top U.S. stocks as measured by dividend yield, selected annually and subject to screening and buffering criteria.

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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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