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XSW SPDR® S&P Software & Services ETF

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Fund XSW SPDR® S&P Software & Services ETF FTEC Fidelity® MSCI Information Tech ETF PSCT PowerShares S&P SmallCap Info Tech ETF  
Similarity
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100% 86% 89%
Annual Fees
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$36.99
(0.35% Exp. Ratio)
$8.88
(0.08% Exp. Ratio)
$30.65
(0.29% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.69% annual return
$47,382.67 $51,327.68 $48,246.07
Est. savings over 30 yrs +$3,945.01 +$863.40
Return
As of 10/31/16
1 YR RETURN 7.68%
3 YR 9.22%
5 YR 15.11%
10 YR --
1 YR RETURN 10.02%
3 YR 14.47%
5 YR --
10 YR --
1 YR RETURN 18.75%
3 YR 13.97%
5 YR 17.49%
10 YR --
Description
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 computer software segment of a U.S. total market composite index. In seeking to track the performance of the S&P Software & Services 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 software and services segment of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.
The investment seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the MSCI USA IMI Information Technology Index. The fund invests at least 80% of assets in securities included in the fund's underlying index. The fund's underlying index is the MSCI USA IMI Information Technology Index, which represents the performance of the information technology sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Information Technology Index. The fund is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P SmallCap 600® Capped Information Technology Index. The fund generally will invest at least 90% of its total assets in common stocks of small capitalization U.S. information technology companies that comprise the underlying index. These companies are principally engaged in the business of providing information technology-related products and services, including computer hardware and software, Internet, electronics and semiconductors, and communication technologies.

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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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