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FDL First Trust Morningstar Div Leaders ETF

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Fund FDL First Trust Morningstar Div Leaders ETF SPHD PowerShares S&P 500® High Div Low VolETF  
Similarity
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100% 91%
Annual Fees
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$47.54
(0.45% Exp. Ratio)
$31.69
(0.30% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$45,265.68 $47,357.18
Est. savings over 30 yrs +$2,091.50
Return
As of 10/31/16
1 YR RETURN 14.84%
3 YR 10.62%
5 YR 13.46%
10 YR 5.53%
1 YR RETURN 17.75%
3 YR 14.02%
5 YR --
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 Morningstar(R) Dividend Leaders Index(SM). The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The objective of the index is to offer investors a benchmark for dividend portfolios as well as a means to invest in a portfolio of stocks that have a consistent record of growing dividends as well as the ability to sustain them. It 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® Low Volatility High Dividend Index. The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. S&P Dow Jones Indices LLC compiles maintains and calculates the underlying index, which is composed of 50 securities in the S&P 500® Index that historically have provided high dividend yields with lower volatility.

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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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