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IOIL IQ Global Oil Small Cap ETF

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Fund IOIL IQ Global Oil Small Cap ETF
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Similarity
?
100%
Annual Fees
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$80.34
(0.76% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$42,135.85
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 3.11%
3 YR -14.92%
5 YR -4.00%
10 YR --
Description
The investment seeks investment results that correspond generally to the price and yield performance of its underlying index, the IQ Global Oil Small Cap Index. The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the investments included in its underlying index. The underlying index is a rules based, modified capitalization weighted, float adjusted index intended to give investors a means of tracking the overall performance of the global, small capitalization sector of publicly traded companies that are engaged primarily in the oil sector. The fund is non-diversified.

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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".

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