Investment Test Drive

RDPIX ProFunds Rising US Dollar Investor

2 lower fee alternatives found

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Fund RDPIX ProFunds Rising US Dollar Investor USDU WisdomTree Bloomberg US Dllr Bullish ETF UUP PowerShares DB US Dollar Bullish ETF  
Similarity
?
100% 92% 89%
Annual Fees
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$166.67
(1.65% Exp. Ratio)
$50.51
(0.50% Exp. Ratio)
$75.76
(0.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.01% annual return
$8,215.84 $11,644.31 $10,797.84
Est. savings over 30 yrs +$3,428.46 +$2,581.99
Return
As of 12/31/16
1 YR RETURN 2.50%
3 YR 6.41%
5 YR 2.79%
10 YR 0.19%
1 YR RETURN 2.57%
3 YR 6.61%
5 YR --
10 YR --
1 YR RETURN 3.07%
3 YR 7.10%
5 YR 3.33%
10 YR --
Description
The investment seeks daily investment results that correspond to the inverse of the daily performance of the basket of non-U.S. currencies included in the U.S. Dollar Index. The fund invests in derivatives that ProFund Advisors believes, in combination, should have similar daily return characteristics as the inverse (-1x) of the daily return of the Benchmark. Cash balances arising from the use of derivatives will typically be held in money market instruments. It is non-diversified.
The investment seeks to provide total returns, before fees and expenses, that exceed the performance of the Bloomberg Dollar Total Return Index (the "index"). The fund is an actively managed ETF that seeks to provide total returns, before fees and expenses, that exceed the performance of the index. The index is structured to potentially benefit as the U.S. dollar appreciates relative to a basket of global currencies. The fund will seek exposure to both the U.S. dollar and global currencies held by the index through investing, under normal circumstances, at least 80% of its assets in money market securities and other liquid securities. It is non-diversified.
The investment seeks to track the price and yield performance, before fees and expenses, of the Deutsche Bank Long US Dollar Futures index. The index is comprised solely of long futures contracts. The futures contract is designed to replicate the performance of being long the US Dollar against the Euro, Japanese Yen, British Pound, Canadian Dollar, Swedish Krona and Swiss Franc.

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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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