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EWRE Guggenheim S&P 500® Eql Wght Rel Est ETF

11 lower fee alternatives found

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Fund EWRE Guggenheim S&P 500® Eql Wght Rel Est ETF SCHH Schwab US REIT ETF™ FREL Fidelity® MSCI Real Estate ETF  
Similarity
?
100% 95% 96%
Annual Fees
?
$42.24
(0.40% Exp. Ratio)
$7.39
(0.07% Exp. Ratio)
$8.87
(0.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.61% annual return
$45,606.86 $50,364.74 $50,153.49
Est. savings over 30 yrs +$4,757.88 +$4,546.63
Return
As of 12/31/16
1 YR RETURN 4.15%
3 YR --
5 YR --
10 YR --
1 YR RETURN 6.42%
3 YR 13.58%
5 YR 11.61%
10 YR --
1 YR RETURN 8.06%
3 YR --
5 YR --
10 YR --
Description
The investment seeks to replicate as closely as possible, before fees and expenses, the performance of the S&P 500® Equal Weight Real Estate Index. The underlying index is an equal weighted version of the S&P 500® Real Estate Index that consists of equity Real Estate Investment Trusts (REITs) and common stock of companies that are classified as Diversified Real Estate Activities Companies, Real Estate Operating Companies, Real Estate Development and Real Estate Services Companies and companies that comprise the Real Estate sector of the S&P 500® Index. The fund is non-diversified.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Select REIT IndexTM. The fund invests at least 90% of its net assets in securities included in the index. It generally gives the same weight to a given security as the index does. The index is a float-adjusted market capitalization weighted index comprised of real estate investment trusts ("REITs"). The fund may invest up to 10% of its net assets in securities not included in its index.
The investment seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the MSCI USA IMI Real Estate Index. The fund invests at least 80% of assets in securities included in the fund's underlying index. The fund's underlying index is the MSCI USA IMI Real Estate Index, which represents the performance of the real estate sector in the U.S. equity market. The fund may or may not hold all of the securities in the MSCI USA IMI Real Estate Index. 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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