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USWGX USAA World Growth Adviser

9 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund USWGX USAA World Growth Adviser FIEG DB FI Enhanced Global High Yield ETN URTH iShares MSCI World  
Similarity
?
100% 88% 87%
Annual Fees
?
$149.81
(1.42% Exp. Ratio)
$10.55
(0.10% Exp. Ratio)
$25.32
(0.24% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$32,480.38 $48,408.46 $46,414.09
Est. savings over 30 yrs +$15,928.09 +$13,933.71
Return
As of 11/30/16
1 YR RETURN 1.67%
3 YR 2.93%
5 YR 10.43%
10 YR 5.47%
1 YR RETURN 8.56%
3 YR 4.18%
5 YR --
10 YR --
1 YR RETURN 3.50%
3 YR 3.89%
5 YR --
10 YR --
Description
The investment seeks capital appreciation. The fund invests its assets primarily in equity securities of both foreign (including emerging markets) and domestic issuers. The "equity securities" in which the fund principally invests are common stocks, depositary receipts, preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks.
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 to track the investment results of the MSCI World Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is designed to measure the performance of equity securities in the top 85% of equity market capitalization, as calculated by the index provider, in certain developed market countries.

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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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