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KBWD PowerShares KBW High Div Yld Fincl ETF

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Fund KBWD PowerShares KBW High Div Yld Fincl ETF PSCF PowerShares S&P SmallCap Financials ETF KRE SPDR® S&P Regional Banking ETF  
Similarity
?
100% 87% 86%
Annual Fees
?
$325.71
(3.08% Exp. Ratio)
$30.67
(0.29% Exp. Ratio)
$37.01
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.75% annual return
$20,940.45 $49,062.00 $48,184.00
Est. savings over 30 yrs +$28,121.55 +$27,243.55
Return
As of 12/31/16
1 YR RETURN 20.62%
3 YR 5.44%
5 YR 10.10%
10 YR --
1 YR RETURN 32.07%
3 YR 12.58%
5 YR 17.06%
10 YR --
1 YR RETURN 34.83%
3 YR 12.98%
5 YR 19.96%
10 YR 3.37%
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 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.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index derived from the regional banking segment of the U.S. banking industry. In seeking to track the performance of the S&P Regional Banks Select Industry Index (the "index"), the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the regional banks segment of the S&P Total Market Index ("S&P TMI"). 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

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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