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BBP BioShares™ Biotechnology Products

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Fund BBP BioShares™ Biotechnology Products XHE SPDR® S&P Health Care Equipment ETF  
Similarity
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100% 96%
Annual Fees
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$90.86
(0.86% Exp. Ratio)
$36.98
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.65% annual return
$40,143.40 $46,823.71
Est. savings over 30 yrs +$6,680.31
Return
As of 11/30/16
1 YR RETURN 8.87%
3 YR --
5 YR --
10 YR --
1 YR RETURN 10.85%
3 YR 12.36%
5 YR 17.81%
10 YR --
Description
The investment seeks investment results that correspond, before fees and expenses, to the price and yield performance of the BioShares Biotechnology Products Index. Under normal market conditions, the fund will invest not less than 80% of its total assets in component securities of the index. The index seeks to track the performance of the common stock of U.S. exchange-listed biotechnology companies with a primary product offering or product candidate ("lead drug") that has received U.S. Food and Drug Administration ("FDA") approval. 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 derived from the health care equipment and supplies segment of a U.S. total market composite index. In seeking to track the performance of the S&P Health Care Equipment 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 health care equipment segment of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.

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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".

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