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IHE iShares US Pharmaceuticals

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Fund IHE iShares US Pharmaceuticals FHLC Fidelity® MSCI Health Care ETF PSCH PowerShares S&P SmallCap Health Care ETF  
Similarity
?
100% 94% 88%
Annual Fees
?
$46.49
(0.44% Exp. Ratio)
$8.87
(0.08% Exp. Ratio)
$30.64
(0.29% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.65% annual return
$45,570.21 $50,720.74 $47,675.57
Est. savings over 30 yrs +$5,150.53 +$2,105.36
Return
As of 11/30/16
1 YR RETURN -12.12%
3 YR 7.47%
5 YR 15.24%
10 YR 11.73%
1 YR RETURN -2.59%
3 YR 9.15%
5 YR --
10 YR --
1 YR RETURN -0.22%
3 YR 9.99%
5 YR 18.92%
10 YR --
Description
The investment seeks to track the investment results of Dow Jones U.S. Select Pharmaceuticals Index. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying fund measures the performance of the pharmaceuticals sector of the U.S. equity market and includes pharmaceutical companies such as manufacturers of prescription or over-the-counter drugs or vaccines, but excludes producers of vitamins. The fund 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 investment results that generally correspond (before fees and expenses) to the price and yield of the S&P SmallCap 600® Capped Health Care Index. The fund generally will invest at least 90% of its total assets in common stocks of small capitalization U.S. healthcare companies that comprise the underlying index. These companies are principally engaged in the business of providing healthcare-related products, facilities and services, including biotechnology, pharmaceuticals, medical technology and supplies. 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

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