Investment Test Drive

FFTY Innovator IBD® 50 ETF

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund FFTY Innovator IBD® 50 ETF DWAQ PowerShares DWA NASDAQ Momentum ETF FAD First Trust Multi Cap Gr AlphaDEX® ETF  
Similarity
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100% 89% 86%
Annual Fees
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$84.50
(0.80% Exp. Ratio)
$63.37
(0.60% Exp. Ratio)
$69.71
(0.66% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$40,523.82 $43,047.88 $42,275.12
Est. savings over 30 yrs +$2,524.06 +$1,751.30
Return
As of 10/31/16
1 YR RETURN -3.91%
3 YR --
5 YR --
10 YR --
1 YR RETURN -2.97%
3 YR 4.79%
5 YR 10.21%
10 YR 3.94%
1 YR RETURN 0.23%
3 YR 6.12%
5 YR 11.31%
10 YR --
Description
The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in companies included in the IBD® 50 Index. The fund will generally hold all of the companies included in the IBD® 50 Index other than during periods when the fund is rebalanced due to changes in the constitution of the IBD® 50 Index. The fund, however, will not invest in the IBD® 50 Index companies in the same proportion as reflected in the index.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Dorsey Wright® NASDAQ Technical Leaders Index. The fund generally will invest at least 90% of its total assets in common stocks of companies that comprise the underlying index. The index provider selects approximately 100 common stocks for inclusion in the underlying index from an eligible universe of approximately 1,000 securities of large capitalization companies that trade on the NASDAQ Stock Market LLC ("NASDAQ") and that are included in the NASDAQ Composite Index.
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of the Nasdaq AlphaDEX(R) Multi Cap Growth Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is designed to select growth stocks from the NASDAQ US 500 Large Cap Index, NASDAQ US 600 Mid Cap Index and NASDAQ US 700 Small Cap Index that may generate positive alpha, or risk-adjusted returns, relative to traditional indices through the use of the AlphaDEX(R) selection methodology.

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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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