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EPI WisdomTree India Earnings ETF

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Fund EPI WisdomTree India Earnings ETF SMIN iShares MSCI India Small-Cap  
Similarity
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100% 85%
Annual Fees
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$88.81
(0.84% Exp. Ratio)
$78.24
(0.74% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$41,252.57 $42,519.05
Est. savings over 30 yrs +$1,266.48
Return
As of 10/31/16
1 YR RETURN 8.58%
3 YR 9.76%
5 YR 2.63%
10 YR --
1 YR RETURN 14.53%
3 YR 25.75%
5 YR --
10 YR --
Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree India Earnings Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is comprised of companies incorporated and traded in India that are profitable and that are eligible to be purchased by foreign investors as of the annual index screening date. It is non-diversified.
The investment seeks to track the investment results of the MSCI India Small Cap Index. The fund seeks to track the investment results of the MSCI India Small Cap Index, which is designed to measure the performance of equity securities of small-capitalization companies whose market capitalization, as calculated by the index provider, represents the bottom 14% of companies in the Indian securities market. Components of the underlying index primarily include consumer discretionary, financials and industrials companies. It may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

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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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