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IMED PureFunds® ETFx HealthTech ETF

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Fund IMED PureFunds® ETFx HealthTech ETF SLIM The Obesity ETF LNGR Global X Longevity Thematic ETF  
Similarity
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100% 87% 86%
Annual Fees
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$79.25
(0.75% Exp. Ratio)
$52.84
(0.50% Exp. Ratio)
$71.86
(0.68% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.67% annual return
$41,744.79 $45,017.28 $42,637.15
Est. savings over 30 yrs +$3,272.49 +$892.36
Return
As of 12/31/16
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Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the ETFx HealthTech Index™. The fund will invest at least 80% of its total assets in the component securities of the index and in ADRs and GDRs based on the component securities in the index. The index tracks the performance of the exchange-listed common stock (or corresponding ADRs or GDRs) of companies across the globe at the intersection of technology and the allocation, delivery, and management of healthcare services and products ("HealthTech"). The fund is non-diversified.
The investment seeks investment results that correspond generally to the performance, before fees and expenses, of an index which is designed to track the performance of companies globally that are positioned to profit from servicing the obese, including biotechnology, pharmaceutical, health care and medical device companies whose business is focused on obesity and obesity related disease and companies focused on weight loss programs, weight loss supplements, or plus sized apparel. The fund invests at least 80% of its net assets in the stocks that comprise the Solactive Obesity Index. It is non-diversified.
The investment seeks results that correspond generally to the price and yield performance, before fees and expenses, of the INDXX Global Longevity Thematic Index. The fund invests more than 80% of its total assets in the securities of the underlying index. The underlying index is designed to provide exposure to exchange-listed companies in developed markets that facilitate the demographic trend of longer average life spans and the aging of the global population, including but not limited to companies involved in biotechnology, medical devices, pharmaceuticals, senior living facilities and specialized health care services. 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

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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