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ESGG FlexShares STOXX Glbl ESG Impact ETF

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Fund ESGG FlexShares STOXX Glbl ESG Impact ETF CRBN iShares MSCI ACWI Low Carbon Target LOWC SPDR® MSCI ACWI Low Carbon Target ETF  
Similarity
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100% 91% 90%
Annual Fees
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$44.31
(0.42% Exp. Ratio)
$21.10
(0.20% Exp. Ratio)
$21.10
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$43,951.34 $46,959.63 $46,959.63
Est. savings over 30 yrs +$3,008.29 +$3,008.29
Return
As of 10/31/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.96%
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.19%
3 YR --
5 YR --
10 YR --
Description
The investment seeks investment results that correspond generally to the price and yield performance, of the STOXX® Global ESG Impact Index. Under normal circumstances, the fund will invest at least 80% of its total assets in the securities of the underlying index and in ADRs and GDRs based on the securities in the underlying Iidex. The underlying index is an optimized index designed to provide broad market exposure that is tilted toward global companies that score better with respect to a small set of ESG characteristics and to provide the potential for attractive risk-adjusted performance relative to the STOXX® Global 1800 Index.
The investment seeks to track the investment results of the MSCI ACWI Low Carbon Target Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The underlying index is designed to address two dimensions of carbon exposure - carbon emissions and potential carbon emissions from fossil fuel reserves. 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 the MSCI ACWI Low Carbon Target Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in American Depositary Receipts ("ADRs") or Global Depositary Receipts ("GDRs") based on securities comprising the index. The index is designed to address two dimensions of carbon exposure - carbon emissions and fossil fuel reserves, expressed as potential emissions. 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".

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