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FXR First Trust Indtls/PrdcrDurbAlphaDEX®ETF

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Fund FXR First Trust Indtls/PrdcrDurbAlphaDEX®ETF XTN SPDR® S&P Transportation ETF  
Similarity
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100% 91%
Annual Fees
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$69.81
(0.66% Exp. Ratio)
$37.02
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.77% annual return
$44,093.86 $48,414.17
Est. savings over 30 yrs +$4,320.32
Return
As of 12/31/16
1 YR RETURN 26.76%
3 YR 5.86%
5 YR 14.94%
10 YR --
1 YR RETURN 26.93%
3 YR 10.66%
5 YR 19.92%
10 YR --
Description
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 StrataQuant® Industrials Index. 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 a modified equal-dollar weighted index designed by NYSE to objectively identify and select stocks from the Russell 1000® Index in the industrials and producer durables sectors that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX® selection methodology.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index derived from the transportation segment of a U.S. total market composite index. In seeking to track the performance of the S&P Transportation Select Industry Index (the "index"), the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the transportation segment of the S&P Total Market Index ("S&P TMI"). 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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