Investment Test Drive

DWAT Arrow DWA Tactical ETF

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Fund DWAT Arrow DWA Tactical ETF CLSHX AdvisorOne CLS Shelter N  
Similarity
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100% 85%
Annual Fees
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$161.85
(1.57% Exp. Ratio)
$137.11
(1.33% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.09% annual return
$15,507.73 $16,683.13
Est. savings over 30 yrs +$1,175.40
Return
As of 10/31/16
1 YR RETURN 0.63%
3 YR --
5 YR --
10 YR --
1 YR RETURN 4.16%
3 YR 5.02%
5 YR 6.16%
10 YR --
Description
The investment seeks to achieve long-term capital appreciation with capital preservation as a secondary objective. The fund primarily invests in other exchange traded funds ("ETFs") that each invests primarily in domestic and foreign (including emerging markets) (i) equity securities of any market capitalization, (ii) fixed-income securities of any credit quality, or (iii) alternative assets. It may invest up to 25% of its total assets in the Tactical Subsidiary.
The investment seeks to limit the impact of large equity market declines, and the secondary investment objective is growth of capital. The fund invests primarily in U.S. Treasury bills, individual equity securities, money market funds, exchange traded funds ("ETFs"), open-end mutual funds and closed-end funds that each invest primarily in equity securities (common stock and securities convertible into common stock). This group of ETFs and funds is referred to as "underlying funds." Equity securities, whether purchased directly or indirectly through underlying funds, are not restricted by issuer capitalization or country.

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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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