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REML Credit Suisse X-LinksMP2xLvgMortREIT ETN

5 lower fee alternatives found

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Fund REML Credit Suisse X-LinksMP2xLvgMortREIT ETN SDYL UBS ETRACS Mthly Pay 2xLvrgd S&P Div ETN MORL UBS ETRACS Mthly Py 2xLvg Mortg REIT ETN  
Similarity
?
100% 91% 98%
Annual Fees
?
$54.98
(0.50% Exp. Ratio)
$32.99
(0.30% Exp. Ratio)
$43.98
(0.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 9.95% annual return
$148,227.44 $157,431.25 $152,762.36
Est. savings over 30 yrs +$9,203.81 +$4,534.91
Return
As of 11/30/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 32.54%
3 YR 20.73%
5 YR --
10 YR --
1 YR RETURN 39.23%
3 YR 19.41%
5 YR --
10 YR --
Description
The fund aims to provide a monthly compounded 2x leveraged long exposure to the price return version of the FTSE NAREIT All Mortgage Capped Index (the “index”). The index measures the composite performance of tax-qualified U.S. mortgage real estate investment trusts (“Mortgage REITs”) with more than 50% of total assets invested in mortgage loans or mortgage-backed securities secured by interests in real property that are listed on the New York Stock Exchange, the NYSE Arca or the NASDAQ National Market List (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 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.

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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