Compare Savings

Based on a $100,000 Investment

MF expense ratio
Years for investment
Mutual Fund

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★ The data here is for a typical fund. Feel free to modify the inputs for the mutual fund of your choice.
The chart above assumes a typical mutual fund expense ratio of 1.0 % and the ETF expense ratio of 0.20 %. Feel free to modify inputs to change the expense ratio, return assumptions and the years of investments. The results for mutual funds do not take into account the effect of turnover costs, and taxes. If these additional expenses are taken into account the results would have been much worse for mutual funds.