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FXG First Trust Cnsmr Staples AlphaDEX® ETF

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Fund FXG First Trust Cnsmr Staples AlphaDEX® ETF RHS Guggenheim S&P 500® Eq Wt Cons Stapl ETF  
100% 91%
Annual Fees
(0.62% Exp. Ratio)
(0.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.77% annual return
$44,643.55 $47,705.57
Est. savings over 30 yrs +$3,062.02
As of 9/30/16
1 YR RETURN 12.72%
3 YR 13.97%
5 YR 17.61%
10 YR --
1 YR RETURN 17.35%
3 YR 15.83%
5 YR 18.52%
10 YR --
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 StrataQuant(R) Consumer Staples Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is a modified equal-dollar weighted index designed by NYSE to objectively identify and select stocks from the Russell 1000(R) Index in the consumer staples sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX(R) selection methodology.
The investment seeks to replicate as closely as possible, before fees and expenses, the performance of the S&P 500® Equal Weight Index Consumer Staples Total Return. The underlying index is an unmanaged equal weighted version of the S&P 500® Consumer Staples Index that consists of the common stocks of the following industries: food and drug retailing, beverages, food products, tobacco, household products and personal products that comprise the Consumer Staples sector of the S&P 500® Index. 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.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


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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