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PTMC Pacer Trendpilot™ 450 ETF

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Fund PTMC Pacer Trendpilot™ 450 ETF EWMC Guggenheim S&P MidCap 400® Equal Wt ETF SPUN VanEck Vectors Global Spin-Off ETF  
Similarity
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100% 94% 87%
Annual Fees
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$66.57
(0.63% Exp. Ratio)
$43.32
(0.41% Exp. Ratio)
$58.11
(0.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$43,174.12 $46,135.66 $44,229.13
Est. savings over 30 yrs +$2,961.54 +$1,055.01
Return
As of 11/30/16
1 YR RETURN 13.76%
3 YR --
5 YR --
10 YR --
1 YR RETURN 15.77%
3 YR 8.79%
5 YR 14.33%
10 YR --
1 YR RETURN 18.01%
3 YR --
5 YR --
10 YR --
Description
The investment seeks to track the total return performance, before fees and expenses, of the Pacer Wilshire US Mid-Cap Trendpilot Index (the "index"). Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in the component securities of the index. It may also invest up to 20% of its assets in cash and cash equivalents, other investment companies, as well as securities and other instruments not included in the index but which the Adviser believes will help the fund track the index. The fund is non-diversified.
The investment seeks to correspond as closely as possible, before fees and expenses, to the price and yield performance of the S&P MidCap 400® Equal Weight Index (the "underlying index"). The fund invests primarily in equity securities to meet its investment objective of replicating the underlying index as closely as possible, before fees and expenses. The underlying index is an unmanaged equal weighted version of the S&P MidCap 400 ® Index, which measures the performance of the mid-cap segment of the U.S. equity universe. The fund is non-diversified.
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Horizon Kinetics Global Spin-Off Index. The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The index is comprised of securities of companies that have been spun-off from a parent company and are domiciled and listed in the U.S. or developed markets of Western Europe and Asia. 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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