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XRT SPDR® S&P Retail ETF

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Fund XRT SPDR® S&P Retail ETF PSCD PowerShares S&P SmCap Cnsmr Discret ETF  
Similarity
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100% 91%
Annual Fees
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$37.02
(0.35% Exp. Ratio)
$30.67
(0.29% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.77% annual return
$48,383.97 $49,265.61
Est. savings over 30 yrs +$881.64
Return
As of 11/30/16
1 YR RETURN 4.01%
3 YR 2.11%
5 YR 13.29%
10 YR 9.65%
1 YR RETURN 7.89%
3 YR 3.09%
5 YR 15.04%
10 YR --
Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index derived from the retail segment of a U.S. total market composite index. In seeking to track the performance of the S&P Retail Select Industry Index (the "index"), the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the retail segment of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P SmallCap 600® Capped Consumer Discretionary Index. The fund generally will invest at least 90% of its total assets in common stocks of small capitalization U.S. consumer discretionary companies that comprise the underlying index. These companies are principally engaged in the businesses of providing consumer goods and services that are cyclical in nature, including, but not limited to, household durables, leisure products and services, apparel and luxury goods, computers and electronics, automobiles, etc.

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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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