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FXZ First Trust Materials AlphaDEX® ETF

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Fund FXZ First Trust Materials AlphaDEX® ETF PYZ PowerShares DWA Basic Materials Mom ETF  
100% 87%
Annual Fees
(0.64% Exp. Ratio)
(0.60% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.70% annual return
$43,479.94 $44,008.14
Est. savings over 30 yrs +$528.20
As of 9/30/16
1 YR RETURN 28.51%
3 YR 7.06%
5 YR 15.11%
10 YR --
1 YR RETURN 30.62%
3 YR 8.99%
5 YR 17.30%
10 YR --
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 StrataQuant(R) Materials Index. 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 equal-dollar weighted index designed by NYSE to objectively identify and select stocks from the Russell 1000(R) Index in the materials and processing sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX(R) selection methodology.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Dorsey Wright® Basic Materials Technical Leaders Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks of companies that comprise the underlying index. The underlying index is composed of at least 30 common stocks of companies in the basic materials sector that have powerful relative strength or "momentum" characteristics.

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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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