Expense Ratio Impact Calculator
Fund A (0.03% ER)
$754,849
Fund B (0.2% ER)
$719,677
Cost of Higher ER
$35,172
This calculator is for educational and illustrative purposes only. Actual results will vary based on market conditions, fees, and taxes.
How It Works
An expense ratio is the annual fee charged by a fund, expressed as a percentage of assets. A fund with a 0.03% expense ratio charges $3 per year for every $10,000 invested, while a fund with a 0.20% ratio charges $20. Over decades, this difference compounds significantly.
Compare popular ETFs and stocks side by side → View Comparison