Fees matter. This mutual fund and ETF expense ratio calculator shows how even small fees and advisory costs can eat into your long-term wealth.
Explore the impact of fees on investments by adjusting deposits, rates of return, and plan length.
If you already have investments, enter that initial amount here.
Do you plan on making recurring annual contributions to your investment account? If yes, enter that amount here.
Investments should be expected to generate a rate of return. Historically, a reasonable Rate of Return should fall within a range from a low 0% to a high of 12%. A "Gross" Rate of Return is the rate earned before the impact of fees.
Mutual Funds and ETF's come with embedded fees, known as Expense Ratios. The general range is from a low 0.02% to a high of 2.50%, which is then multiplied by the total value of your account.
How many years is your plan for?
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Based on the inputs you've made, fees are projected to cost you:
Future Value
$0.00
Total Contributions: $0.00
Disclosure: Past returns are not a guarantee of future returns.
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Fee Impact Calculator
Investments are great. But fees can make them less great - To see how much less great, try this Finn-tastic tool.
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Initial Amount
If you already have investments, enter that initial amount here.
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Gross Rate of Return
Investments should be expected to generate a rate of return. Historically, a reasonable Rate of Return should fall within a range from a low 0% to a high of 12%. A "Gross" Rate of Return is the rate earned before the impact of fees.
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Annual Contribution
Do you plan on making recurring annual contributions to your investment account? If yes, enter that amount here.
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Length of Your Plan
How many years is your plan for?
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Expense Ratio
Mutual Funds and ETF's come with embedded fees, known as Expense Ratios. The general range is from a low 0.02% to a high of 2.50%, which is then multipled by the total value of your account. They are sneaky fees - no bills are sent - the cost is automatically siphoned from your portfolio. All Funds and ETF's are required by law to disclose and publish Expense Ratios.