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IBB iShares Nasdaq Biotechnology

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Fund IBB iShares Nasdaq Biotechnology FHLC Fidelity® MSCI Health Care ETF BBH VanEck Vectors Biotech ETF  
Similarity
?
100% 94% 97%
Annual Fees
?
$49.66
(0.47% Exp. Ratio)
$8.87
(0.08% Exp. Ratio)
$36.98
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.65% annual return
$45,195.98 $50,761.08 $46,859.62
Est. savings over 30 yrs +$5,565.10 +$1,663.64
Return
As of 10/31/16
1 YR RETURN -21.18%
3 YR 7.83%
5 YR 21.37%
10 YR 12.61%
1 YR RETURN -4.51%
3 YR 9.99%
5 YR --
10 YR --
1 YR RETURN -16.69%
3 YR 7.96%
5 YR --
10 YR --
Description
The investment seeks to track the investment results of the NASDAQ Biotechnology Index, which contains securities of NASDAQ® listed companies that are classified according to the Industry Classification Benchmark as either biotechnology or pharmaceuticals and that also meet other eligibility criteria determined by Nasdaq, Inc. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents. It is non-diversified.
The investment seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the MSCI USA IMI Health Care Index. The fund invests at least 80% of assets in securities included in the fund's underlying index. The fund's underlying index is the MSCI USA IMI Health Care Index, which represents the performance of the health care sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Health Care Index. The fund is non-diversified.
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Market Vectors® US Listed Biotech 25 Index. The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The Biotech Index is comprised of common stocks and depositary receipts of U.S. exchange-listed companies in the biotechnology sector. Such companies may include medium-capitalization companies and foreign companies that are listed on a U.S. exchange. It 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".

Yes, funds and ETFs charge fees

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