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IPFF iShares International Preferred Stock

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Fund IPFF iShares International Preferred Stock PFF iShares US Preferred Stock PSK SPDR® Wells Fargo Preferred Stock ETF  
Similarity
?
100% 93% 88%
Annual Fees
?
$55.64
(0.55% Exp. Ratio)
$47.54
(0.47% Exp. Ratio)
$45.52
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.16% annual return
$11,961.27 $12,253.32 $12,327.40
Est. savings over 30 yrs +$292.05 +$366.13
Return
As of 11/30/16
1 YR RETURN -0.09%
3 YR -9.64%
5 YR -4.27%
10 YR --
1 YR RETURN 1.10%
3 YR 5.82%
5 YR 7.09%
10 YR --
1 YR RETURN 0.62%
3 YR 7.26%
5 YR 6.32%
10 YR --
Description
The investment seeks to track the investment results of the S&P International Preferred Stock IndexTM. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index measures the performance of a select group of preferred stocks from non-U.S. developed market issuers and traded in non-U.S. developed market exchanges as defined by the index provider. The fund is non-diversified.
The investment seeks to track the investment results of the S&P U.S. Preferred Stock IndexTM, which measures the performance of a select group of preferred stocks listed on the New York Stock Exchange, NYSE Arca, NYSE Amex, NASDAQ Global Select Market, NASDAQ Select Market or NASDAQ Capital Market. The fund generally will invest at least 90% of its assets in the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the index, but which the advisor believes will help the fund track the index. The fund is non-diversified.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index. In seeking to track the performance of Wells Fargo Hybrid and Preferred Securities Aggregate Index (the "index"), the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is a modified market capitalization weighted index designed to measure the performance of non-convertible preferred stock and securities that are functionally equivalent to preferred stock. 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.

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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