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PXSV PowerShares Russell 2000 Pure Value ETF

4 lower fee alternatives found

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund PXSV PowerShares Russell 2000 Pure Value ETF SLYV SPDR® S&P 600 Small Cap Value ETF XSLV PowerShares S&P SmallCap Low Volatil ETF  
Similarity
?
100% 89% 91%
Annual Fees
?
$41.21
(0.39% Exp. Ratio)
$15.85
(0.15% Exp. Ratio)
$26.41
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$46,334.11 $49,802.91 $48,328.10
Est. savings over 30 yrs +$3,468.80 +$1,993.99
Return
As of 10/31/16
1 YR RETURN 6.70%
3 YR 4.52%
5 YR 13.70%
10 YR 5.48%
1 YR RETURN 9.34%
3 YR 5.96%
5 YR 13.73%
10 YR 7.39%
1 YR RETURN 12.90%
3 YR 10.64%
5 YR --
10 YR --
Description
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Russell 2000® Pure Value Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the component securities that comprise the underlying index. The underlying index is composed of securities selected from the Russell 2000® Index, which is composed of the smallest 2,000 securities of the Russell 3000® Index, an index designed to measure the performance of the largest 3,000 U.S. companies representing 95% of the U.S. equity market.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P SmallCap 600 Value Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index measures the performance of the small-capitalization value segment of the U.S. equity market. It may purchase a subset of the securities in the index in an effort to hold a portfolio of securities with generally the same risk and return characteristics of the index. The fund is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P SmallCap 600® Low Volatility Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. Strictly in accordance with its procedures and mandated guidelines, S&P DJI selects for inclusion in the underlying index the 120 securities that it has determined have the lowest volatility over the past 12 months out of the 600 small capitalization range securities that are contained in the S&P SmallCap 600® Index. It 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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