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FKU First Trust United Kingdom AlphaDEX® ETF

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Fund FKU First Trust United Kingdom AlphaDEX® ETF DBUK Deutsche X-trackers MSCI UK Hedged Eq EWU iShares MSCI United Kingdom  
Similarity
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100% 85% 85%
Annual Fees
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$84.60
(0.80% Exp. Ratio)
$47.59
(0.45% Exp. Ratio)
$50.76
(0.48% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.75% annual return
$42,093.72 $46,784.83 $46,363.71
Est. savings over 30 yrs +$4,691.11 +$4,269.99
Return
As of 12/31/16
1 YR RETURN -16.07%
3 YR -5.67%
5 YR --
10 YR --
1 YR RETURN 18.11%
3 YR 4.58%
5 YR --
10 YR --
1 YR RETURN -0.61%
3 YR -4.87%
5 YR 3.43%
10 YR -0.22%
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) United Kingdom Index. The fund will normally invest 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 United Kingdom 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 investment results that correspond generally to the performance, before fees and expenses, of the MSCI United Kingdom US Dollar Hedged Index. The fund, using a "passive" or indexing investment approach, seeks investment results that correspond generally to the performance, before fees and expenses, of the underlying index, which is designed to track the performance of the United Kingdom equity markets, while mitigating exposure to fluctuations between the value of the U.S. dollar and British pound sterling. It will invest at least 80% of its total assets in component securities of the underlying index. The fund is non-diversified.
The investment seeks to track the investment results of the MSCI United Kingdom Index. The fund will at all times invest at least 90% of its assets in the securities of its underlying index and in depositary receipts representing securities in its underlying index. It seeks to track the investment results of the MSCI United Kingdom Index (the "underlying index"), which consists of stocks traded primarily on the London Stock Exchange. 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".

Yes, funds and ETFs charge fees

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