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CARZ First Trust NASDAQ Global Auto ETF

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Fund CARZ First Trust NASDAQ Global Auto ETF IPD SPDR® S&P Intl Cnsmr Discret Sect ETF  
Similarity
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100% 86%
Annual Fees
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$74.04
(0.70% Exp. Ratio)
$42.31
(0.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.77% annual return
$43,526.02 $47,648.77
Est. savings over 30 yrs +$4,122.75
Return
As of 11/30/16
1 YR RETURN -8.73%
3 YR -4.23%
5 YR 8.40%
10 YR --
1 YR RETURN -4.90%
3 YR -1.53%
5 YR 9.10%
10 YR --
Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the NASDAQ OMX Global Auto Index(SM). The fund will normally invest at least 90% of its net assets (plus the amount of any borrowings for investment purposes) in common stocks or in depositary receipts representing securities in the index. The index is designed to track the performance of the largest and most liquid companies engaged in manufacturing of automobiles. The fund is non-diversified.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Developed Ex-U.S. BMI Consumer Discretionary Sector Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in American Depositary Receipts ("ADRs") or Global Depositary Receipts ("GDRs") based on securities comprising the index. The index is designed to represent the non-U.S. consumer discretionary sub-industry of developed countries included in the S&P Global BMI. The fund is non-diversified.

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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.

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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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