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KBWD PowerShares KBW High Div Yld Fincl ETF

12 lower fee alternatives found

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Fund KBWD PowerShares KBW High Div Yld Fincl ETF VFH Vanguard Financials ETF PSCF PowerShares S&P SmallCap Financials ETF  
Similarity
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100% 85% 91%
Annual Fees
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$325.79
(3.08% Exp. Ratio)
$10.58
(0.10% Exp. Ratio)
$30.68
(0.29% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.78% annual return
$21,090.07 $52,316.71 $49,412.55
Est. savings over 30 yrs +$31,226.64 +$28,322.48
Return
As of 11/30/16
1 YR RETURN 10.45%
3 YR 5.21%
5 YR 10.28%
10 YR --
1 YR RETURN 16.82%
3 YR 11.47%
5 YR 18.47%
10 YR 1.11%
1 YR RETURN 17.75%
3 YR 10.44%
5 YR 16.58%
10 YR --
Description
The investment seeks investment results that generally correspond (before fees and expenses) to the KBW Nasdaq Financial Sector Dividend Yield Index. The fund generally will invest at least 90% of its total assets in the securities of publicly listed financial companies that principally are engaged in the business of providing financial services and products, including banking, insurance and diversified financial services, in the United States and that comprise the underlying index.
The investment seeks to track the performance of a benchmark index. The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index (IMI)/Financials 25/50, an index made up of stocks of large, mid-size, and small U.S. companies within the financials sector, as classified under the Global Industry Classification Standard (GICS). The Advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the 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 S&P SmallCap 600® Capped Financials Index. The fund generally will invest at least 90% of its total assets in common stocks of small capitalization U.S. financial service companies that comprise the underlying index. These companies are principally engaged in the business of providing financial services and products, including banking, investment services, insurance and real estate finance services.

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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.

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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