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PFI PowerShares DWA Financial Momentum ETF

2 lower fee alternatives found

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Fund PFI PowerShares DWA Financial Momentum ETF KBWR PowerShares KBW Regional Banking ETF KIE SPDR® S&P Insurance ETF  
Similarity
?
100% 85% 85%
Annual Fees
?
$63.47
(0.60% Exp. Ratio)
$37.02
(0.35% Exp. Ratio)
$37.02
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.78% annual return
$45,009.51 $48,532.41 $48,532.41
Est. savings over 30 yrs +$3,522.90 +$3,522.90
Return
As of 11/30/16
1 YR RETURN -3.20%
3 YR 2.53%
5 YR 12.58%
10 YR 3.05%
1 YR RETURN 19.70%
3 YR 12.47%
5 YR 19.26%
10 YR --
1 YR RETURN 13.44%
3 YR 10.85%
5 YR 19.19%
10 YR 5.66%
Description
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Dorsey Wright® Financials 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 financials sector that have powerful relative strength or "momentum" characteristics.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the KBW Nasdaq Regional Banking Index. The fund generally invests at least 90% of its total assets in securities of publicly traded mid-capitalization companies that do business as regional banks and thrifts listed on U.S. stock markets and that comprise the underlying index. The index provider compiles, maintains and calculates the underlying index, which is a modified-market capitalization-weighted index comprised of securities of 50 mid-cap banking companies that are publicly listed in the United States. The fund is non-diversified.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies in the insurance industry. In seeking to track the performance of the S&P Insurance 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 insurance 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.

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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