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RGRO Oppenheimer Global Growth Revenue ETF

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Fund RGRO Oppenheimer Global Growth Revenue ETF HDAW Deutsche X-trackers MSCIAWdexUSHDvYdHgEq RTR Oppenheimer ADR Revenue ETF  
Similarity
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100% 85% 86%
Annual Fees
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$57.03
(0.54% Exp. Ratio)
$47.53
(0.45% Exp. Ratio)
$51.75
(0.49% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$43,796.94 $45,001.61 $44,462.30
Est. savings over 30 yrs +$1,204.67 +$665.36
Return
As of 11/30/16
1 YR RETURN 3.72%
3 YR --
5 YR --
10 YR --
1 YR RETURN 5.20%
3 YR --
5 YR --
10 YR --
1 YR RETURN 6.48%
3 YR -3.21%
5 YR 2.67%
10 YR --
Description
The investment seeks to outperform the total return performance of the S&P Global Broad Market Index, the fund's benchmark index. The fund seeks to achieve its investment objective by attempting to replicate the portfolio of the OFI Revenue Weighted Global Growth Index™. The underlying index is constructed by identifying the top five developed market (including the United States) and top five emerging market countries represented in the benchmark index with the highest gross domestic product ("GDP") growth. Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities of companies included in the benchmark index.
The investment seeks investment results that correspond generally to the performance of the MSCI ACWI ex US High Dividend Yield US Dollar Hedged Index. The fund will invest at least 80% of its total assets (but typically far more) in component securities of the underlying index. The underlying index is designed to reflect the performance of equities (excluding REITs) in its parent index, the MSCI ACWI ex US Index, with higher dividend income and quality characteristics than average dividend yields of equities in the parent index, where such higher dividend income and quality characteristics are both sustainable and persistent. The fund is non-diversified.
The investment seeks to outperform the total return performance of the S&P ADR Index, the fund's benchmark index. The fund seeks to achieve its investment objective by attempting to replicate the portfolio of the OFI Revenue Weighted ADR Index™ (the "underlying index"). The underlying index is constructed by re-weighting the constituent securities of the benchmark index according to the revenue earned by the companies in the benchmark index, subject to certain asset diversification requirements. It 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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