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TDIV First Trust NASDAQ Technology Div ETF

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Fund TDIV First Trust NASDAQ Technology Div ETF SOXX iShares PHLX Semiconductor  
Similarity
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100% 87%
Annual Fees
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$52.84
(0.50% Exp. Ratio)
$50.73
(0.48% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.68% annual return
$45,164.49 $45,437.63
Est. savings over 30 yrs +$273.14
Return
As of 12/31/16
1 YR RETURN 19.65%
3 YR 9.13%
5 YR --
10 YR --
1 YR RETURN 38.41%
3 YR 20.75%
5 YR 21.56%
10 YR 8.42%
Description
The investment seeks investment results that correspond generally to the price and yield of an equity index called the NASDAQ Technology Dividend Index(SM). The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks and/or depositary receipts included in the index. The index is owned and was developed by Nasdaq, Inc. (the "Index Provider"). The index is calculated and maintained by the index Provider. The index includes up to 100 technology and telecommunications companies that pay a regular or common dividend. The fund is non-diversified.
The investment seeks to track the investment results of the PHLX Semiconductor Sector Index composed of U.S. equities in the semiconductor sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of U.S.-traded securities of companies engaged in the semiconductor business. 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

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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