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PRFZ PowerShares FTSE RAFI US 1500 Sm-Mid ETF

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Fund PRFZ PowerShares FTSE RAFI US 1500 Sm-Mid ETF VTMSX Vanguard Tax-Managed Small Cap Adm SMLV SPDR® SSGA US Small Cap Low Volatil ETF  
Similarity
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100% 95% 93%
Annual Fees
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$41.23
(0.39% Exp. Ratio)
$11.63
(0.11% Exp. Ratio)
$12.69
(0.12% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$47,101.93 $51,240.21 $51,086.55
Est. savings over 30 yrs +$4,138.28 +$3,984.61
Return
As of 12/31/16
1 YR RETURN 24.43%
3 YR 7.02%
5 YR 15.51%
10 YR 9.00%
1 YR RETURN 25.73%
3 YR 9.44%
5 YR 16.48%
10 YR 9.10%
1 YR RETURN 30.65%
3 YR 13.01%
5 YR --
10 YR --
Description
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the FTSE RAFI US 1500 Small-Mid Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index was composed of approximately 1,500 small and medium-sized U.S. stocks that the index provider strictly in accordance with its guidelines and mandated procedures, included to track the performance of small and medium-sized U.S. equity stocks based on the following four fundamental measures of firm size: book value, sales, cash flow and dividends.
The investment seeks to provide a tax-efficient investment return consisting of long-term capital appreciation. The fund purchases stocks included in the Standard & Poor's SmallCap 600 Index-an index that is made up of stocks of smaller U.S. companies-in approximately the same proportions as in the index. To improve tax efficiency, it may limit investments in index securities that have undesirable tax characteristics, and may continue to hold securities no longer included in the index.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the SSGA US Small Cap Low Volatility Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the stocks of U.S. small capitalization companies that exhibit low volatility. Volatility is a statistical measurement of the magnitude of movements in a stock's price over time. 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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