Expense Ratio Calculator
Expense Ratio Calculator
See how investment fees can quietly reduce your child's account value over time.
S&P 500 Index Fund Assumption
0.03% annual fee — examples: VOO, IVV, SPY
Actively Managed Mutual Fund Assumption
1.00% annual fee
What Is A Fund Fee?
Investment funds charge an annual fee called an expense ratio. The fee is automatically deducted from the fund, so parents usually never receive a separate bill.
0.03% annual fee — examples: VOO, IVV, SPY
Actively Managed Mutual Fund Assumption
1.00% annual fee
What Is A Fund Fee?
Investment funds charge an annual fee called an expense ratio. The fee is automatically deducted from the fund, so parents usually never receive a separate bill.
Want To Learn More About Investment Fees?
Expense ratios may look small, but they can have a meaningful impact on long-term investment growth. Learn how index fund fees work, why low-cost funds are popular, and how fees can affect your child's future account value.
Free Guide: How Parents Build Wealth For Their Children
Learn how small monthly investments, low fees, and time can help build a financial head start for your child.
- ✓ See how $25/month can grow into thousands
- ✓ Learn why low-cost funds matter
- ✓ Avoid common investing mistakes
- ✓ Give your child a stronger financial future
This calculator provides hypothetical estimates only and does not guarantee future investment returns. Actual returns may be higher or lower. This calculator is for educational purposes only and is not financial advice.