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WBIG WBI Tactical LCY Shares ETF

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Fund WBIG WBI Tactical LCY Shares ETF FSTMX Fidelity® Total Market Index Investor SPHB PowerShares S&P 500 High Beta ETF  
Similarity
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100% 86% 87%
Annual Fees
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$111.01
(1.05% Exp. Ratio)
$9.52
(0.09% Exp. Ratio)
$26.43
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$38,722.64 $51,732.06 $49,303.55
Est. savings over 30 yrs +$13,009.42 +$10,580.90
Return
As of 12/31/16
1 YR RETURN -2.19%
3 YR --
5 YR --
10 YR --
1 YR RETURN 12.61%
3 YR 8.32%
5 YR 14.54%
10 YR 7.12%
1 YR RETURN 26.12%
3 YR 7.43%
5 YR 15.53%
10 YR --
Description
The investment seeks long-term capital appreciation and the potential for current income, while also seeking to protect principal during unfavorable market conditions. The fund will seek to invest in the dividend-paying equity securities of large capitalization domestic and foreign companies that WBI Investments, Inc., the sub-advisor ("Sub-Advisor") to the fund and an affiliate of Millington Securities Inc., the advisor ("Advisor"), believes display attractive dividend payment prospects, and in other tactical investment opportunities. It may invest up to 50% of its net assets in the securities of issuers in emerging markets.
The investment seeks to provide investment results that correspond to the total return of a broad range of United States stocks. The fund normally invests at least 80% of assets in common stocks included in the Dow Jones U.S. Total Stock Market IndexSM, which represents the performance of a broad range of U.S. stocks. It uses statistical sampling techniques based on such factors as capitalization, industry exposures, dividend yield, price/earnings (P/E) ratio, price/book (P/B) ratio, and earnings growth to attempt to replicate the returns of the index using a smaller number of securities.
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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