The Cache Exchange Fund was designed to be more accessible than traditional exchange funds. In launching our funds, our goal was to broaden eligibility, to make it easier to join an exchange fund, and to make it as cost-effective as possible.

Here are the main differences:
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Growth Exposure: Unlike traditional exchange funds, which are only available for broad market indices like Russell 3000, Cache offers the first Nasdaq-100 exchange fund.

Broader Eligibility: Cache is available to Accredited Investors and Qualified Purchasers, while the other providers are only open to Qualified Purchasers.

Lower Minimums: Exchange funds typically targeted an ultra-wealthy clientele with a minimum of $1 million, whereas Cache is available for investments starting at $100,000.

Lower Fees: Cache charges a lower management fee and no sales fees or commissions.

For a direct comparison with other providers, see the comparison table on our Exchange Funds product page.