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DDDAX 13D Activist A

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Fund DDDAX 13D Activist A EQWM PowerShares Russell Midcap Equal Wt ETF EZM WisdomTree MidCap Earnings ETF  
Similarity
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100% 86% 85%
Annual Fees
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$184.91
(1.75% Exp. Ratio)
$26.42
(0.25% Exp. Ratio)
$40.15
(0.38% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$30,724.15 $48,405.01 $46,547.81
Est. savings over 30 yrs +$17,680.85 +$15,823.66
Return
As of 11/30/16
1 YR RETURN 10.92%
3 YR 7.39%
5 YR --
10 YR --
1 YR RETURN 11.20%
3 YR 7.68%
5 YR 12.97%
10 YR --
1 YR RETURN 11.43%
3 YR 7.49%
5 YR 15.06%
10 YR --
Description
The investment seeks capital appreciation. The fund invests primarily in common stocks of U.S. companies of any market capitalization that are the target of shareholder activism. The adviser defines an activist situation as one where an investor holds more than 5% of a company's shares and either (A) has a history of activist investing and/or (B) has a publicly disclosed catalyst for change such as seeking Board seats, improving operations and/or corporate governance practices, approving a merger, spinning-off an operating division or selling a significant amount of company assets. It is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Russell Midcap® Equal Weight Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the component securities that comprise the underlying index. The underlying index is designed to provide equal-weighted exposure to approximately 800 securities of medium sized companies in the larger U.S. equity market.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree MidCap Earnings Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of earnings-generating companies within the mid-capitalization segment of the U.S. stock market. 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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