Investment Test Drive

FITS The Health and Fitness ETF

1 lower fee alternative found

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Fund FITS The Health and Fitness ETF RXI iShares Globl Consumer Discretionary  
Similarity
?
100% 86%
Annual Fees
?
$52.88
(0.50% Exp. Ratio)
$49.71
(0.47% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.77% annual return
$46,290.69 $46,711.23
Est. savings over 30 yrs +$420.55
Return
As of 12/31/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.95%
3 YR 4.11%
5 YR 14.25%
10 YR 6.28%
Description
The investment seeks investment results that correspond generally to the performance, before fees and expenses, of an index which is designed to track the performance of companies globally that are positioned to profit from servicing those participating in health and fitness activities, including companies whose business is focused on fitness technology/equipment, sports apparel, nutrition, and sports/fitness facilities. The fund invests at least 80% of its net assets in the stocks that comprise the Solactive Health and Fitness Index. It is non-diversified.
The investment seeks to track the S&P Global 1200 Consumer Discretionary Sector IndexTM. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index. The index measures the performance of companies that the index provider deems to be part of the consumer discretionary sector of the economy and that the index provider believes are important to global markets.

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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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