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FV First Trust Dorsey Wright Focus 5 ETF

4 lower fee alternatives found

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Fund FV First Trust Dorsey Wright Focus 5 ETF IWP iShares Russell Mid-Cap Growth PDP PowerShares DWA Momentum ETF  
100% 87% 86%
Annual Fees
(0.89% Exp. Ratio)
(0.25% Exp. Ratio)
(0.64% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$39,590.11 $48,023.03 $42,698.23
Est. savings over 30 yrs +$8,432.92 +$3,108.12
As of 9/30/16
1 YR RETURN 5.11%
3 YR --
5 YR --
10 YR --
1 YR RETURN 11.05%
3 YR 8.69%
5 YR 15.63%
10 YR 8.30%
1 YR RETURN 6.01%
3 YR 8.19%
5 YR 14.57%
10 YR --
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Dorsey Wright Focus Five Index (the "index"). The fund will normally invest at least 90% of its net assets in the exchange-traded funds ("ETFs") that comprise the index. The index is designed to provide targeted exposure to the five First Trust sector-based ETFs that the index Provider believes offer the greatest potential to outperform the other ETFs in the selection universe and that satisfy certain trading volume and liquidity requirements. The fund is non-diversified.
The investment seeks to track the investment results of the Russell Midcap Growth Index, which measures the performance of the mid-capitalization growth sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Dorsey Wright® Technical Leaders Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is composed of approximately 100 common stocks from an eligible universe of approximately 1,000 securities of large capitalization companies that trade on any U.S. exchange and that are included within the NASDAQ Composite Index.

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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.


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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