Investment Test Drive

IMED PureFunds® ETFx HealthTech ETF

3 lower fee alternatives found

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Fund IMED PureFunds® ETFx HealthTech ETF SLIM The Obesity ETF FBT First Trust NYSE Arca Biotech ETF  
Similarity
?
100% 88% 85%
Annual Fees
?
$79.24
(0.75% Exp. Ratio)
$52.83
(0.50% Exp. Ratio)
$58.11
(0.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.65% annual return
$41,501.34 $44,754.75 $44,084.95
Est. savings over 30 yrs +$3,253.40 +$2,583.60
Return
As of 11/30/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN -15.89%
3 YR 11.32%
5 YR 24.02%
10 YR 14.82%
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 investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the NYSE Arca Biotechnology Index(SM). The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is an equal-dollar weighted index designed to measure the performance of a cross section of companies in the biotechnology industry that are primarily involved in the use of biological processes to develop products or provide services. 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.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

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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