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EFFE Global X | JPMorgan Efficiente ETF

1 lower fee alternative found

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Fund EFFE Global X | JPMorgan Efficiente ETF QGTA IQ Leaders GTAA Tracker ETF  
100% 85%
Annual Fees
(0.84% Exp. Ratio)
(0.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.18% annual return
$26,535.44 $28,965.05
Est. savings over 30 yrs +$2,429.62
As of 9/30/16
1 YR RETURN 8.86%
3 YR --
5 YR --
10 YR --
1 YR RETURN 9.47%
3 YR --
5 YR --
10 YR --
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the JPMorgan ETF Efficiente 10 TR Series X Index. The fund invests at least 80% of its total assets in the securities of the underlying index. The underlying index tracks the total return performance of a portfolio of eleven exchange-traded funds (each, an "ETF") and two exchange-traded products (each an "ETP") (each ETP and ETF a "Constituent" and together the "Constituents"). The fund is non-diversified.
The investment seeks investment results that correspond generally to the price and yield performance of its underlying index, the IQ Leaders GTAA Index. The fund is a "fund of funds" which means it invests, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the investments included in its underlying index, which includes underlying funds. The underlying index seeks to track the performance of the 10 leading global allocation mutual funds based on fund performance and fund asset size, re-set annually in accordance with IndexIQ's rules-based methodology ("Selected Global Allocation Funds").

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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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