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PWDIX Power Dividend Index I

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Fund PWDIX Power Dividend Index I HDV iShares Core High Dividend VYM Vanguard High Dividend Yield ETF  
Similarity
?
100% 90% 90%
Annual Fees
?
$143.67
(1.36% Exp. Ratio)
$8.45
(0.08% Exp. Ratio)
$9.51
(0.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$34,365.53 $50,594.57 $50,442.88
Est. savings over 30 yrs +$16,229.04 +$16,077.35
Return
As of 10/31/16
1 YR RETURN 7.90%
3 YR --
5 YR --
10 YR --
1 YR RETURN 9.22%
3 YR 8.13%
5 YR 12.36%
10 YR --
1 YR RETURN 8.18%
3 YR 9.05%
5 YR 13.71%
10 YR --
Description
The investment seeks total return from income and capital appreciation; capital preservation is a secondary objective of the fund. Under normal circumstances, the fund will invest at least 80% of its net assets in dividend producing securities. It will invest in 50 common stocks from the universe of stocks represented in the S&P 500 Index which are also constituents of the S-Network Sector Dividend Dogs Index ("SDOGX").
The investment seeks to track the investment results of the Morningstar® Dividend Yield Focus IndexSM composed of relatively high dividend paying U.S. equities. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index is comprised of qualified income paying securities that are screened for superior company quality and financial health as determined by Morningstar, Inc.'s ("Morningstar" or the "index provider") proprietary index methodology. The fund is non-diversified.
The investment seeks to track the performance of a benchmark index that measures the investment return of common stocks of companies that are characterized by high dividend yield. The fund employs an indexing investment approach designed to track the performance of the FTSE High Dividend Yield Index, which consists of common stocks of companies that pay dividends that generally are higher than average. The adviser attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

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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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