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FTCS First Trust Capital Strength ETF

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Fund FTCS First Trust Capital Strength ETF USMV iShares Edge MSCI Min Vol USA  
100% 91%
Annual Fees
(0.65% Exp. Ratio)
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$43,653.78 $50,749.04
Est. savings over 30 yrs +$7,095.26
As of 9/30/16
1 YR RETURN 13.54%
3 YR 11.41%
5 YR 17.14%
10 YR 8.58%
1 YR RETURN 17.26%
3 YR 13.32%
5 YR --
10 YR --
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 Capital Strength Index(TM). The fund will normally invest at least 90% of its net assets in common stocks that comprise the index. In constructing the index, the index Provider begins with the largest 500 U.S. companies included in the NASDAQ US Benchmark Index and excludes the following: companies with less than $1 billion in cash and short term investments; companies with long-term debt divided by market capitalization greater than 30%; and companies with return on equity less than 15%.
The investment seeks the investment results of the MSCI USA Minimum Volatility (USD) Index. The fund will invest at least 90% of its assets in the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index measures the performance of equity securities in the top 85% by market capitalization of equity securities listed on stock exchanges in the USA that, in the aggregate, have lower volatility relative to the broader U.S. equity market.

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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.


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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