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DGRW WisdomTree US Quality Dividend Gr ETF

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Fund DGRW WisdomTree US Quality Dividend Gr ETF ITOT iShares Core S&P Total US Stock Mkt THRK SPDR® Russell 3000 ETF  
Similarity
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100% 94% 93%
Annual Fees
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$29.60
(0.28% Exp. Ratio)
$3.17
(0.03% Exp. Ratio)
$10.57
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$48,867.57 $52,679.71 $51,584.27
Est. savings over 30 yrs +$3,812.14 +$2,716.70
Return
As of 11/30/16
1 YR RETURN 8.21%
3 YR 8.66%
5 YR --
10 YR --
1 YR RETURN 8.35%
3 YR 8.91%
5 YR 14.36%
10 YR 6.94%
1 YR RETURN 8.43%
3 YR 8.67%
5 YR 14.25%
10 YR 7.02%
Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Quality Dividend Growth Index. Under normal circumstances, at least 80% 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 a fundamentally weighted index that consists of dividend-paying U.S. common stocks with growth characteristics. The fund is non-diversified.
The investment seeks to track the investment results of the S&P Total Market Index™ (TMI), which is comprised of the common equities included in the S&P 500® and the S&P Completion Index™. 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, including shares of money market funds advised by BFA or its affiliates, as well as in securities not included in the underlying index.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Russell 3000 Index that tracks a broad universe of exchange traded U.S. equity securities. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index measures the performance of the largest 3,000 U.S. companies, representing approximately 98% of the investable U.S. equity market. It may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments. 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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