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FKO First Trust South Korea AlphaDEX® ETF

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Fund FKO First Trust South Korea AlphaDEX® ETF DXKW WisdomTree Korea Hedged Equity ETF EWY iShares MSCI South Korea Capped  
Similarity
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100% 93% 91%
Annual Fees
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$84.61
(0.80% Exp. Ratio)
$61.34
(0.58% Exp. Ratio)
$66.63
(0.63% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.76% annual return
$42,197.73 $45,097.42 $44,421.95
Est. savings over 30 yrs +$2,899.69 +$2,224.22
Return
As of 11/30/16
1 YR RETURN -6.38%
3 YR -5.94%
5 YR -0.93%
10 YR --
1 YR RETURN 3.62%
3 YR -5.08%
5 YR --
10 YR --
1 YR RETURN 4.86%
3 YR -4.52%
5 YR 1.50%
10 YR 1.95%
Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the NASDAQ AlphaDEX(R) South Korea Index. The fund normally invests at least 90% of its net assets (including investment borrowings) in common stocks and/or depositary receipts that comprise the index. The index is designed to select stocks from the NASDAQ South Korea Index (the "base index") that may generate positive alpha, or risk-adjusted returns, relative to traditional indices through the use of the AlphaDEX(R) selection methodology. The fund is non-diversified.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Korea Hedged Equity Index (the "index"). Under normal circumstances, at least 80% of the fund's total assets 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 designed to provide exposure to Korean equity markets while at the same time neutralizing exposure to fluctuations of the value of the Korean won relative to the U.S. dollar. The fund is non-diversified.
The investment seeks to track the investment results of the MSCI Korea 25/50 Index. The fund will at all times invest at least 80% of its assets in the securities of its underlying index and in depositary receipts representing securities in its underlying index. The underlying index is a free float-adjusted market capitalization-weighted index with a capping methodology applied to issuer weights so that no single issuer of a component exceeds 25% of the underlying index weight, and all issuers with weight above 5% do not cumulatively exceed 50% of the underlying index weight. 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.

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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".

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