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SIAKX State Street Global Value Spotlight K

12 lower fee alternatives found

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Fund SIAKX State Street Global Value Spotlight K FIEG DB FI Enhanced Global High Yield ETN JPGE JPMorgan Diversified Return Glbl Eq ETF  
100% 89% 85%
Annual Fees
(0.75% Exp. Ratio)
(0.10% Exp. Ratio)
(0.38% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$39,798.99 $48,408.46 $44,499.26
Est. savings over 30 yrs +$8,609.47 +$4,700.26
As of 11/30/16
3 YR --
5 YR --
10 YR --
1 YR RETURN 8.56%
3 YR 4.18%
5 YR --
10 YR --
1 YR RETURN 2.68%
3 YR --
5 YR --
10 YR --
The investment seeks to provide long-term growth of capital. The fund invests principally in a portfolio of equity securities of issuers from around the world that the Sub-Adviser believes are undervalued. Under normal circumstances, at least 90% of the fund's net assets will be invested in publicly traded equity securities. It will generally invest at least 40% of its net assets in securities of issuers SSGA Ireland considers to be economically tied to countries other than the United States and will generally hold securities of issuers economically tied to at least three countries, including the United States. The fund is non-diversified.
FI Enhanced Global High Yield Exchange Traded Notes Linked to the MSCI World High Dividend Yield USD Gross Total Return Index due October 12, 2023 (the “securities”).
The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the FTSE Developed Diversified Factor Index. The index is comprised of equity securities from developed global markets selected to represent a diversified set of factor characteristics, originally developed by the adviser. The fund will invest at least 80% of its assets in securities included in the index. It may invest up to 20% of its assets in exchange-traded futures and currency forward contracts to seek performance that corresponds to the index.

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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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