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UTES Reaves Utilities ETF

1 lower fee alternative found

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Fund UTES Reaves Utilities ETF PUI PowerShares DWA Utilities Momentum ETF  
100% 90%
Annual Fees
(0.95% Exp. Ratio)
(0.60% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$39,963.88 $44,424.73
Est. savings over 30 yrs +$4,460.85
As of 9/30/16
1 YR RETURN 20.54%
3 YR --
5 YR --
10 YR --
1 YR RETURN 22.17%
3 YR 13.02%
5 YR 13.95%
10 YR 6.91%
The investment seeks to provide total return through a combination of capital appreciation and income. Under normal market conditions, the fund invests not less than 80% of its total assets in equity securities of companies in the Utility Sector ("Utility Sector Companies"). The manager considers a company to be a "Utility Sector Company" if the company is a utility or if at least 50% of the company's assets or customers are committed to, or at least 50% of the company's revenues, gross income or profits derive from, the provision of products, services or equipment for the generation or distribution of electricity, gas or water. The fund is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Dorsey Wright® Utilities Technical Leaders Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks of companies that comprise the underlying index. The underlying index is composed of at least 30 common stocks of companies in the utilities sector that have powerful relative strength or "momentum" characteristics.

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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.


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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