Expense Ratio Calculator
FinanceCalculate the expense ratio to see what percentage of the assets held in an investment fund go toward annual operating costs.
Expense Ratio
Annual fund expenses as a percentage of average fund assets
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Odeh Ahwal0people find this calculator helpful
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Frequently Asked Questions
What is a low expense ratio for an index fund?
Many broad market index funds now charge expense ratios below 0.10 percent, while actively managed funds often charge 0.5 percent to over 1 percent.
How much does expense ratio matter over time?
Even small differences in expense ratio compound significantly over decades of investing, so a fund charging 1 percent more per year can meaningfully reduce long-term returns.
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