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PUW PowerShares WilderHill Prog Engy ETF

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Fund PUW PowerShares WilderHill Prog Engy ETF FIW First Trust ISE Water ETF  
Similarity
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100% 90%
Annual Fees
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$73.99
(0.70% Exp. Ratio)
$60.25
(0.57% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.70% annual return
$42,775.54 $44,487.83
Est. savings over 30 yrs +$1,712.29
Return
As of 10/31/16
1 YR RETURN 9.41%
3 YR -7.02%
5 YR 0.89%
10 YR 0.11%
1 YR RETURN 21.59%
3 YR 4.77%
5 YR 12.83%
10 YR --
Description
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the WilderHill Progressive Energy Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index was composed of common stocks of about 40 companies that are publicly traded in the United States and are engaged in a business or businesses that the index provider believes may substantially benefit from a societal shift toward the transitional energy technologies significant in improving the use of fossil fuels and nuclear power.
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 ISE Water Index(TM). 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 a modified market-capitalization weighted portfolio of 34 stocks of companies as of March 31, 2016 that derive a substantial portion of their revenues from the potable and wastewater industries which are generally industrial and utilities companies.

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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

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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