Investing

Expense Ratio Calculator

How much fund fees cost you over time.

Your numbers

Lost to fees

$29,987

Value with fees

$241,385

Value with no fees

$271,372

The link and the printed sheet both save your numbers, so anyone who opens them sees the same estimate.

Compare scenarios

Save your current numbers, change them, save again, and see each estimate side by side. Saved in this browser only.

How it works

Compares growth at the gross return against growth at return minus the expense ratio.

Lost to fees$29,987

Results are estimates for education only and are not investment advice.