Investment Test Drive

FUT ProShares Managed Futures Strategy

1 lower fee alternative found

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Fund FUT ProShares Managed Futures Strategy WDTI WisdomTree Managed Futures Strategy ETF  
Similarity
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100% 91%
Annual Fees
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$77.38
(0.76% Exp. Ratio)
$66.18
(0.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.81% annual return
$13,632.78 $14,093.47
Est. savings over 30 yrs +$460.69
Return
As of 10/31/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 0.90%
3 YR 0.23%
5 YR -1.43%
10 YR --
Description
The investment seeks to provide positive returns that are not directly correlated to broad equity or fixed income markets. Under normal market conditions, the fund invests in a portfolio of commodity futures contracts and currency and U.S. Treasury futures contracts. The Advisor attempts to capture the economic benefit derived from rising and declining trends based on the price changes of these Futures Contracts. The fund will also hold cash or cash equivalents such as U.S. Treasury securities or other high credit quality, short-term fixed-income or similar securities for direct investment or as collateral for Futures Contracts. It is non-diversified.
The investment seeks to provide investors with positive total returns in rising or falling markets. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in "managed futures". It is an actively managed exchange traded fund ("ETF") that seeks to achieve positive total returns in rising or falling markets that are not directly correlated to broad market equity or fixed income returns. The fund is managed using a quantitative, rules-based strategy designed to provide returns that correspond to the performance of the WisdomTree Managed Futures Index. It 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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