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FXL First Trust Technology AlphaDEX® ETF

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Fund FXL First Trust Technology AlphaDEX® ETF XSD SPDR® S&P Semiconductor ETF RYT Guggenheim S&P 500® Eq Wt Technology ETF  
Similarity
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100% 91% 91%
Annual Fees
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$66.59
(0.63% Exp. Ratio)
$36.99
(0.35% Exp. Ratio)
$42.28
(0.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.70% annual return
$43,615.13 $47,456.70 $46,747.52
Est. savings over 30 yrs +$3,841.57 +$3,132.40
Return
As of 11/30/16
1 YR RETURN 11.89%
3 YR 10.90%
5 YR 13.74%
10 YR --
1 YR RETURN 22.49%
3 YR 24.35%
5 YR 19.96%
10 YR 8.78%
1 YR RETURN 15.89%
3 YR 15.25%
5 YR 17.56%
10 YR 8.72%
Description
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 StrataQuant® Technology Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is a modified equal-dollar weighted index designed by NYSE to objectively identify and select stocks from the Russell 1000® Index in the technology sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX® selection methodology.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index derived from the semiconductor segment of a U.S. total market composite index. In seeking to track the performance of the S&P Semiconductor Select Industry Index (the "index"), the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the semiconductors segment of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.
The investment seeks to replicate as closely as possible, before fees and expenses, the performance of the S&P 500® Equal Weight Index Information Technology Total Return. The underlying index is an unmanaged equal weighted version of the S&P 500® Information Technology Index that consists of the common stocks of the following industries: internet equipment, computers and peripherals, electronic equipment, office electronics and instruments, semiconductor equipment and products, diversified telecommunication services, and wireless telecommunication services that comprise the Information Technology sector of the S&P 500® Index. 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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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

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