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CPER United States Copper Index

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Fund CPER United States Copper Index UBM UBS ETRACS CMCI Indl Mtls Tot Ret ETN FOIL iPath® Pure Beta Aluminum ETN  
Similarity
?
100% 96% 96%
Annual Fees
?
$80.16
(0.80% Exp. Ratio)
$65.13
(0.65% Exp. Ratio)
$75.15
(0.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 0.20% annual return
$8,337.65 $8,724.28 $8,464.65
Est. savings over 30 yrs +$386.63 +$127.00
Return
As of 10/31/16
1 YR RETURN -6.63%
3 YR -13.55%
5 YR --
10 YR --
1 YR RETURN 6.45%
3 YR -9.23%
5 YR -8.87%
10 YR --
1 YR RETURN 14.28%
3 YR -6.69%
5 YR -9.45%
10 YR --
Description
The investment objective of CPER is for the daily changes in percentage terms of its shares’ per share net asset value (“NAV”) to reflect the daily changes in percentage terms of the SummerHaven Copper Index Total ReturnSM (the “SCI”), less CPER’s expenses. The investment objective of CPER is for the daily changes in percentage terms of its shares’ per share net asset value (“NAV”) to reflect the daily changes in percentage terms of the SummerHaven Copper Index Total ReturnSM (the “SCI”), less CPER’s expenses.
The investment seeks to track the price and performance yield, before fees and expenses, of the UBS Bloomberg CMCI Industrial Metals Total Return index. The fund is designed to be representative of the entire liquid forward curve of each commodity. The index measures the collateralized returns from a basket of diversified industrial metals futures contracts. It is comprised of the five industrial metals futures contracts included in the CMCI with five target maturities for each individual commodity.
The iPath® Pure Beta Aluminum ETN is designed to provide investors with exposure to the Barclays Aluminum Pure Beta Total Return Index. The Barclays Aluminum Pure Beta Total Return Index (the "Index") reflects the returns that are potentially available through an unleveraged investment in the futures contracts in the Aluminum markets. The Index may roll into one of a number of futures contracts with varying expiration dates, as selected using the Barclays Pure Beta Series 2 Methodology.

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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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