Investment Test Drive

TDIV First Trust NASDAQ Technology Div ETF

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund TDIV First Trust NASDAQ Technology Div ETF XSD SPDR® S&P Semiconductor ETF RYT Guggenheim S&P 500® Eq Wt Technology ETF  
Similarity
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100% 85% 85%
Annual Fees
?
$52.85
(0.50% 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
$45,366.21 $47,463.43 $46,754.16
Est. savings over 30 yrs +$2,097.23 +$1,387.95
Return
As of 11/30/16
1 YR RETURN 14.49%
3 YR 9.71%
5 YR --
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 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 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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