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IVIYX Ivy Global Growth Y

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Fund IVIYX Ivy Global Growth Y FIGY Barclays ETN+ FI Enhanced Glb Hi Yld IILGX Thrivent Large Cap Stock S  
100% 94% 87%
Annual Fees
(1.36% Exp. Ratio)
(0.64% Exp. Ratio)
(0.62% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.49% annual return
$32,977.27 $41,017.61 $41,266.02
Est. savings over 30 yrs +$8,040.33 +$8,288.75
As of 9/30/16
1 YR RETURN 6.39%
3 YR 3.57%
5 YR 9.29%
10 YR 4.15%
1 YR RETURN 28.97%
3 YR 9.11%
5 YR --
10 YR --
1 YR RETURN 9.20%
3 YR 6.75%
5 YR 13.11%
10 YR 4.70%
The investment seeks to provide growth of capital. The fund seeks to achieve its objective by investing primarily in common stocks of U.S. and foreign companies that the fund's investment manager believes are competitively well-positioned, gaining market share, have the potential for long-term growth and/or operate in regions or countries that the advisor believes possess attractive growth characteristics. It primarily invests in issuers of developed countries, including the U.S., although the fund has the ability to invest in issuers domiciled in or doing business in any country or region around the globe, including emerging markets.
Barclays ETN+ FI Enhanced Global High Yield Exchange Traded Notes (the “ETNs”) that Barclays Bank PLC may issue from time to time are linked to a leveraged participation in the performance of the MSCI World High Dividend Yield USD Gross Total Return Index (the “Index”). The ETNs seek to approximate the returns that might be available to investors through a leveraged “long” investment in the Index. The Index is designed to track the performance of large and mid cap stocks (excluding REITS) across 24 developed markets countries tracked by the MSCI World Index.
The investment seeks long-term capital growth. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in securities of large companies. The Adviser focuses mainly on the securities of large domestic and international companies which have market capitalizations similar to those in widely known indices such as the S&P 500 Index, the Russell 1000® Index, or the large company market capitalization classifications published by Lipper, Inc.

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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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