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RWL Oppenheimer Large Cap Revenue ETF

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Fund RWL Oppenheimer Large Cap Revenue ETF VLU SPDR® S&P 1500 Value Tilt ETF VUVLX Vanguard US Value Inv  
Similarity
?
100% 95% 90%
Annual Fees
?
$41.20
(0.39% Exp. Ratio)
$12.68
(0.12% Exp. Ratio)
$27.47
(0.26% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$46,092.65 $49,991.88 $47,931.87
Est. savings over 30 yrs +$3,899.23 +$1,839.22
Return
As of 11/30/16
1 YR RETURN 9.00%
3 YR 8.21%
5 YR 15.14%
10 YR --
1 YR RETURN 12.41%
3 YR 8.59%
5 YR --
10 YR --
1 YR RETURN 10.39%
3 YR 9.30%
5 YR 15.74%
10 YR 6.19%
Description
The investment seeks to outperform the total return performance of the S&P 500® Index, the fund's benchmark index. The fund seeks to achieve its investment objective by attempting to replicate the portfolio of the OFI Revenue Weighted Large Cap Index™ (the "underlying index"). The underlying index is constructed by re-weighting the constituent securities of the benchmark index according to the revenue earned by the companies in the benchmark index, subject to certain asset diversification requirements. The fund will invest at least 80% of its net assets in the securities of large capitalization companies included in the benchmark index.
The investment seeks investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 1500 Low Valuation Tilt Index. The fund employs a sampling strategy in seeking to track the index. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index applies an alternative weighting methodology to the S&P Composite 1500 Index so that stocks with relatively low valuations (i.e., relatively "cheap") are overweight relative to the S&P Composite 1500 Index and stocks with relatively high valuations are underweight. The fund is non-diversified.
The investment seeks long-term capital appreciation and income. The fund invests substantially all of its assets in U.S. common stocks, with a focus on value stocks-those that are generally out of favor with investors and that typically (but not always) have lower-than-average price/earnings (P/E) ratios. The advisor selects stocks of primarily large and mid-size companies by using a quantitative process to identify stocks that the advisor believes offer an appropriate balance between strong growth prospects and reasonable valuations relative to their industry peers.

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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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