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FDM First Trust Dow Jones Sel MicroCap ETF

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Fund FDM First Trust Dow Jones Sel MicroCap ETF SMLV SPDR® Russell 2000 Low Volatility ETF  
100% 96%
Annual Fees
(0.60% Exp. Ratio)
(0.12% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$44,226.00 $51,102.50
Est. savings over 30 yrs +$6,876.50
As of 9/30/16
1 YR RETURN 16.55%
3 YR 9.13%
5 YR 17.76%
10 YR 6.33%
1 YR RETURN 17.18%
3 YR 10.76%
5 YR --
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 Dow Jones Select MicroCap Index(SM). The fund will normally invest at least 90% of its net assets in common stocks that comprise the index. The index is comprised of selected U.S. micro-capitalization companies chosen from all common stocks traded on the New York Stock Exchange, the NYSE MKT and NASDAQ(R) with limited partnerships excluded. It will normally invest at least 80% of its net assets in common stocks of U.S. micro-capitalization companies which are publicly traded in the United States.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Russell 2000® Low Volatility Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. It will provide shareholders with at least 60 days' notice prior to any material change in this 80% investment policy. The index includes small cap U.S. equity securities and is designed to capture stocks with low volatility. Volatility is a measure of a security's variability in total returns based on its historic behavior. 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.

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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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