Investment Test Drive

FEP First Trust Europe AlphaDEX® ETF

2 lower fee alternatives found

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Fund FEP First Trust Europe AlphaDEX® ETF DBEU Deutsche X-trackers MSCI Europe Hedgd Eq DFE WisdomTree Europe SmallCap Dividend ETF  
Similarity
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100% 85% 86%
Annual Fees
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$84.58
(0.80% Exp. Ratio)
$47.58
(0.45% Exp. Ratio)
$61.32
(0.58% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$41,768.94 $46,423.86 $44,639.17
Est. savings over 30 yrs +$4,654.92 +$2,870.22
Return
As of 11/30/16
1 YR RETURN -3.71%
3 YR -2.44%
5 YR 6.99%
10 YR --
1 YR RETURN -1.70%
3 YR 3.94%
5 YR --
10 YR --
1 YR RETURN -2.92%
3 YR 1.29%
5 YR 12.82%
10 YR 2.98%
Description
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 NASDAQ AlphaDEX(R) Europe Index (the "index"). The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks and/or depositary receipts that comprise the index. The index is designed to select stocks from the NASDAQ Europe Index (the "base index") that may generate positive alpha, or risk-adjusted returns, relative to traditional indices through the use of the AlphaDEX(R) selection methodology. The fund is non-diversified.
The investment seeks investment results that correspond generally to the performance, before fees and expenses, of the MSCI Europe US Dollar Hedged Index. The fund, using a "passive" or indexing investment approach, seeks investment results that correspond generally to the performance, of the underlying index, which is designed to track the performance of the developed markets in Europe, while mitigating exposure to fluctuations between the value of the U.S. dollar and the currencies of the countries included in the underlying index. It will invest at least 80% of its total assets in component securities of the underlying index.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Europe SmallCap Dividend Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in the component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of the small-capitalization segment of the European dividend-paying market. 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.

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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

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