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USSD WisdomTree Strong Dollar US Equity ETF

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Fund USSD WisdomTree Strong Dollar US Equity ETF SPHB PowerShares S&P 500 High Beta ETF  
Similarity
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100% 88%
Annual Fees
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$34.89
(0.33% Exp. Ratio)
$26.43
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$48,132.35 $49,304.94
Est. savings over 30 yrs +$1,172.59
Return
As of 11/30/16
1 YR RETURN 11.91%
3 YR --
5 YR --
10 YR --
1 YR RETURN 16.87%
3 YR 8.68%
5 YR 14.71%
10 YR --
Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Strong Dollar U.S. Equity 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 designed with a goal of minimizing exposure to U.S. companies with significant revenue from exports that are vulnerable to a strengthening U.S. dollar. 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 500® High Beta Index (the "underlying index"). The fund generally invests at least 90% of its total assets in common stocks that comprise the underlying index. S&P Dow Jones Indices LLC compiles maintains and calculates the underlying index. 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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