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RYH Guggenheim S&P 500® Eq Weight HC ETF

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Fund RYH Guggenheim S&P 500® Eq Weight HC ETF PSCH PowerShares S&P SmallCap Health Care ETF  
Similarity
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100% 85%
Annual Fees
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$42.27
(0.40% Exp. Ratio)
$30.64
(0.29% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.67% annual return
$46,394.55 $47,956.59
Est. savings over 30 yrs +$1,562.04
Return
As of 12/31/16
1 YR RETURN -4.49%
3 YR 10.29%
5 YR 17.86%
10 YR 11.70%
1 YR RETURN 1.95%
3 YR 10.84%
5 YR 19.10%
10 YR --
Description
The investment seeks to replicate as closely as possible, before fees and expenses, the performance of the S&P 500® Equal Weight Index Health Care Total Return. The underlying index is an unmanaged equal weighted version of the S&P 500® Health Care Index that consists of the common stocks of the following industries: health care equipment and supplies, health care providers and services, and biotechnology and pharmaceuticals that comprise the Health Care sector of the S&P 500® 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.

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

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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