Mutual Fund/ETF Replicator
The Mutual Fund/ETF Replicator finds a single or compound ETF whose performance parallels that of a user-specified Mutual Fund or ETF, but whose fees are generally lower. Once you enter the contract or symbol and the investment amount, the replicator scans the market and returns the top single and compound ETFs in the recommended quantity (based on the investment amount) whose performance most closely follows that of your submitted asset. The Performance Analysis and Return Comparison panels display performance correlation characteristics including the correlation, tracking error and a comparison of management fees.
Use the Mutual Fund/ETF Replicator
Open the Mutual Fund/ETF Replicator.
- From Mosaic - From the New Window drop down select Mutual Fund/ETF Replicator.
- From Classic TWS - From the Analytical Tools menu select Mutual Fund/ETF Replicator.
Enter the fund or ETF symbol, or click Browse Mutual Funds to search by fund family.
Modify the investment amount, if desired.
View comparison between returned ETF(s) and the original entered contract.
This comparison is intended for information purposes only, and does not constitute a recommendation or solicitation to buy or sell securities. There is no guarantee that any correlation displayed within this tool will continue into the future, or that the displayed ETFs will have a similar investment return into the future as the entered fund or ETF. Customers are solely responsible for their own trading decisions.