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PZI PowerShares Zacks Micro Cap ETF

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Fund PZI PowerShares Zacks Micro Cap ETF VSIAX Vanguard Small Cap Value Index Admiral VBR Vanguard Small-Cap Value ETF  
Similarity
?
100% 87% 87%
Annual Fees
?
$85.58
(0.81% Exp. Ratio)
$8.45
(0.08% Exp. Ratio)
$8.45
(0.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.65% annual return
$40,749.45 $50,775.92 $50,775.92
Est. savings over 30 yrs +$10,026.47 +$10,026.47
Return
As of 12/31/16
1 YR RETURN 23.95%
3 YR 5.13%
5 YR 14.77%
10 YR 1.77%
1 YR RETURN 24.78%
3 YR 9.56%
5 YR 16.36%
10 YR 7.71%
1 YR RETURN 24.80%
3 YR 9.57%
5 YR 16.37%
10 YR 7.77%
Description
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Zacks Micro Cap IndexTM. The fund generally will invest at least 90% of its total assets in common stocks of micro capitalization companies that comprise the underlying index. The underlying index was composed of 400 U.S. stocks that, strictly in accordance with its guidelines and mandated procedures, Zacks includes from a universe of 7,000 domestic companies.
The investment seeks to track the performance of a benchmark index that measures the investment return of small-capitalization value stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Value Index, a broadly diversified index of value stocks of small U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
The investment seeks to track the performance of a benchmark index that measures the investment return of small-capitalization value stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Value Index, a broadly diversified index of value stocks of small U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

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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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