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IXJ iShares Global Healthcare

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Fund IXJ iShares Global Healthcare VHT Vanguard Health Care ETF XLV Health Care Select Sector SPDR® ETF  
100% 89% 90%
Annual Fees
(0.47% Exp. Ratio)
(0.09% Exp. Ratio)
(0.14% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$46,118.69 $51,704.18 $50,933.52
Est. savings over 30 yrs +$5,585.49 +$4,814.83
As of 9/30/16
1 YR RETURN 5.45%
3 YR 10.32%
5 YR 16.37%
10 YR 8.11%
1 YR RETURN 9.88%
3 YR 14.22%
5 YR 20.42%
10 YR 10.69%
1 YR RETURN 10.46%
3 YR 14.20%
5 YR 19.81%
10 YR 10.01%
The investment seeks to track the S&P Global 1200 Health Care Sector IndexTM. 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. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index. The index measures the performance of companies that the index provider deems to be a part of the healthcare sector of the economy and that the index provider believes are important to global markets.
The investment seeks to track the performance of a benchmark index. The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index (IMI)/Health Care 25/50, an index made up of stocks of large, mid-size, and small U.S. companies within the health care sector, as classified under the Global Industry Classification Standard (GICS). The Advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.
The investment seeks investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Health Care Select Sector Index. In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies from the following industries: pharmaceuticals; health care equipment & supplies; health care providers & services; biotechnology; life sciences tools & services; and health care technology. 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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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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