Investment Test Drive

CRDT WisdomTree Strategic Corporate Bond ETF

1 lower fee alternative found

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Fund CRDT WisdomTree Strategic Corporate Bond ETF RIGS RiverFront Strategic Income ETF  
Similarity
?
100% 88%
Annual Fees
?
$45.85
(0.45% Exp. Ratio)
$16.30
(0.16% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.89% annual return
$15,324.16 $16,721.52
Est. savings over 30 yrs +$1,397.37
Return
As of 11/30/16
1 YR RETURN 4.44%
3 YR 3.54%
5 YR --
10 YR --
1 YR RETURN 7.40%
3 YR 3.99%
5 YR --
10 YR --
Description
The investment seeks a high level of total return consisting of both income and capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in Corporate Debt. For these purposes, Corporate Debt includes fixed income securities, such as bonds, notes, money market securities, debt securities linked to inflation rates of local economies, variable or floating rate securities and other debt obligations of U.S. and non-U.S. corporate issuers. It is non-diversified.
The investment seeks total return, with an emphasis on income as the source of that total return. The fund seeks to achieve its investment objective by investing in a global portfolio of fixed income securities of various maturities, ratings and currency denominations. The adviser intends to utilize various investment strategies in a broad array of fixed income sectors. The fund may purchase fixed income securities issued by U.S. or foreign corporations or financial institutions, including debt securities of all types and maturities, convertible securities and preferred stocks. It is non-diversified.

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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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