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TBHDX Tweedy, Browne Worldwide Hi Div Yld Val

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Fund TBHDX Tweedy, Browne Worldwide Hi Div Yld Val DGT SPDR® Global Dow ETF FIGY Barclays ETN+ FI Enhanced Glb Hi Yld  
Similarity
?
100% 85% 90%
Annual Fees
?
$145.60
(1.38% Exp. Ratio)
$52.75
(0.50% Exp. Ratio)
$67.53
(0.64% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.51% annual return
$32,926.74 $42,982.45 $41,204.65
Est. savings over 30 yrs +$10,055.71 +$8,277.91
Return
As of 12/31/16
1 YR RETURN 4.56%
3 YR -1.41%
5 YR 5.04%
10 YR --
1 YR RETURN 10.87%
3 YR 2.91%
5 YR 9.45%
10 YR 1.71%
1 YR RETURN 17.06%
3 YR 4.62%
5 YR --
10 YR --
Description
The investment seeks long-term capital growth. The fund invests primarily in U.S. and foreign equity securities that the adviser believes to have above-average dividend yields and valuations that are reasonable. It is diversified by issuer, industry, and country and normally invests at least 40% of its assets in foreign securities and in at least three countries in addition to the U.S.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Global Dow that tracks the performance of multinational blue-chip issuers. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is made up of 150 companies from around the world. It may purchase a subset of the securities in the index in an effort to hold a portfolio of securities with generally the same risk and return characteristics of the index. The fund is non-diversified.
The investment seeks to approximate the returns that might be available to investors through a leveraged “long” investment in the index. 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 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.

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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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