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PXE PowerShares Dynamic Engy Explr&Prdtn ETF

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Fund PXE PowerShares Dynamic Engy Explr&Prdtn ETF FENY Fidelity® MSCI Energy ETF PXI PowerShares DWA Energy Momentum ETF  
Similarity
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100% 90% 96%
Annual Fees
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$79.29
(0.75% Exp. Ratio)
$8.88
(0.08% Exp. Ratio)
$63.43
(0.60% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$42,281.41 $51,675.56 $44,241.06
Est. savings over 30 yrs +$9,394.15 +$1,959.65
Return
As of 11/30/16
1 YR RETURN -5.83%
3 YR -8.09%
5 YR 3.53%
10 YR 3.56%
1 YR RETURN 11.30%
3 YR -3.68%
5 YR --
10 YR --
1 YR RETURN 14.54%
3 YR -4.81%
5 YR 4.26%
10 YR 5.42%
Description
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Dynamic Energy Exploration & Production IntellidexSM Index. The fund invests at least 90% of its total assets in common stocks of companies engaged in energy exploration and production that comprise the underlying intellidex. The intellidex was composed of common stocks of 30 U.S. companies involved in the exploration and production of natural resources used to produce energy. These companies are engaged in exploration, extraction and production of crude oil and natural gas from land-based or offshore wells. The fund is non-diversified.
The investment seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the MSCI USA IMI Energy Index. The fund invests at least 80% of assets in securities included in the fund's underlying index. The fund's underlying index is the MSCI USA IMI Energy Index, which represents the performance of the energy sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Energy Index. The fund is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Dorsey Wright® Energy Technical Leaders Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks of companies that comprise the underlying index. The underlying index is composed of at least 30 common stocks of companies in the energy sector that have powerful relative strength or "momentum" characteristics.

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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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