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LVHD Legg Mason Low Volatility High Div ETF

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Fund LVHD Legg Mason Low Volatility High Div ETF IUSV iShares Core Russell US Value SPYD SPDR® S&P 500 High Dividend ETF  
Similarity
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100% 92% 91%
Annual Fees
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$31.69
(0.30% Exp. Ratio)
$5.28
(0.05% Exp. Ratio)
$12.68
(0.12% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$47,429.86 $51,130.62 $50,067.18
Est. savings over 30 yrs +$3,700.76 +$2,637.32
Return
As of 12/31/16
1 YR RETURN 18.32%
3 YR --
5 YR --
10 YR --
1 YR RETURN 18.33%
3 YR 8.47%
5 YR 14.65%
10 YR 5.61%
1 YR RETURN 24.75%
3 YR --
5 YR --
10 YR --
Description
The investment seeks to track the investment results of the QS Low Volatility High Dividend Index (the "underlying index"). The fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in securities that compose the underlying index. The underlying index composed of equity securities of U.S. companies with relatively high yield and low price and earnings volatility.
The investment seeks to track the investment results of the Russell 3000 Value Index (the "underlying index"), which measures the performance of the value sector of the broad U.S. equity market. 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, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.
The investment seeks to track the performance of the S&P 500 High Dividend Index. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the top 80 dividend-paying securities listed on the S&P 500® Index, based on dividend yield. The S&P 500 Index focuses on the large capitalization U.S. equity market, including common stock and real estate investment trusts ("REITs"). 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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