Investment Test Drive

NWWYX Nationwide Amundi World Bond Instl

2 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund NWWYX Nationwide Amundi World Bond Instl AUNZ WisdomTree Australia & NZL Dbt ETF RRF WisdomTree Global Real Return ETF  
100% 86% 85%
Annual Fees
(0.65% Exp. Ratio)
(0.45% Exp. Ratio)
(0.64% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.83% annual return
$14,148.39 $15,028.27 $14,191.18
Est. savings over 30 yrs +$879.87 +$42.79
As of 9/30/16
3 YR --
5 YR --
10 YR --
1 YR RETURN 15.80%
3 YR -0.82%
5 YR 0.53%
10 YR --
1 YR RETURN 8.05%
3 YR -0.02%
5 YR 0.03%
10 YR --
The investment seeks total return. The fund invests at least 80% of its net assets in fixed-income securities that are rated investment grade at the time of investment and in unrated securities that the subadviser has determined to be of comparable quality. Such fixed-income securities may include U.S. government securities and foreign government bonds, as well as U.S. and foreign corporate bonds, mortgage-backed securities and asset-backed securities. It normally invests in issuers located in at least five countries (of which one may be the United States). The fund may invest up to 20% of its net assets in high-yield bonds. It is non-diversified.
The investment seeks a high level of total return consisting of both income and capital appreciation. The fund invests in bonds and other debt instruments ("Debt Securities") denominated in Australian or New Zealand dollars. Under normal circumstances, it will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in Debt Securities. For these purposes, Debt Securities include fixed income securities, such as bonds, notes or other debt obligations, denominated in Australian or New Zealand dollars, as well as certain derivatives and other instruments described herein. It is non-diversified.
The investment seeks total returns (capital appreciation plus income) that exceed the rate of inflation over long-term investment horizons. The fund is an actively managed exchange traded fund ("ETF") that seeks to provide protection against inflation and to generate income. It invests in a combination of inflation-linked securities and debt instruments from issuers in the United States, developed markets and emerging markets throughout the world. At least 40% of the fund's assets will be invested in securities issued by, or in financial instruments that provide exposure to, non-U.S. issuers, which may include foreign currencies. The fund is non-diversified.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.


Your Feedback has been sent successfully!