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JJE iPath® Bloomberg Energy SubTR ETN

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Fund JJE iPath® Bloomberg Energy SubTR ETN UBN UBS ETRACS CMCI Energy Total Return ETN  
Similarity
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100% 99%
Annual Fees
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$75.33
(0.75% Exp. Ratio)
$65.28
(0.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 0.44% annual return
$9,088.54 $9,367.30
Est. savings over 30 yrs +$278.77
Return
As of 10/31/16
1 YR RETURN -22.75%
3 YR -30.02%
5 YR -22.56%
10 YR --
1 YR RETURN -12.90%
3 YR -24.30%
5 YR -15.37%
10 YR --
Description
The iPath® Dow Jones-UBS Energy Subindex Total ReturnService Mark ETN is designed to provide investors with exposure to the Dow Jones-UBS Energy Subindex Total ReturnService Mark. The Dow Jones-UBS Energy Subindex Total ReturnService Mark (the "Index") reflects the returns that are potentially available through an unleveraged investment in the futures contracts on energy commodities. The Index is currently composed of four energy-related commodities contracts (crude oil, heating oil, natural gas and unleaded gasoline) which are included in the Dow Jones-UBS Commodity Index Total ReturnService Mark.
The investment seeks to track the price and performance yield, before fees and expenses, of the UBS Bloomberg CMCI Energy Total Return index. The fund is designed to be representative of the entire liquid forward curve of each commodity in the index. The index measures the collateralized returns from a diversified basket of energy future contracts and is designed to be representative of the entire liquid forward curve of each commodity in the index. It is comprised of the seven futures contracts included in the CMCI with five different target maturities for each individual commodity.

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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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