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Investment Fee Impact Calculator

See how investment fees silently destroy your wealth over decades. Compare low-cost index ETFs vs high-fee managed funds.

Fee Comparison

$

ETF: 0.03-0.10%

Active: 0.5-1.5%

FEES COST YOU OVER 30 YEARS

$176,277

23.5% of your final wealth lost to fees

LOW FEE (0.05%)
$750,626
ETF / Index fund
HIGH FEE (1%)
$574,349
Active managed fund

FEE IMPACT BY YEAR

Year 10$195,798$179,085-$16,713
Year 20$383,368$320,714-$62,654
Year 30$750,626$574,349-$176,277

Frequently Asked Questions

How much do fees really cost?

1% annual fee on $100,000 at 7% real return costs you ~$97,000 over 30 years vs a 0.03% ETF. That is nearly your entire starting principal lost to fees.

What is a good expense ratio?

Vanguard VTI: 0.03%. iShares IVV: 0.03%. Fidelity ZERO funds: 0.00%. Active mutual funds average 0.5-1.0%. Target-date funds: 0.1-0.75%. Every basis point matters long-term.

Are any high-fee funds worth it?

SPIVA data shows 88% of active US equity funds underperform their S&P 500 benchmark over 15 years after fees. Exceptions exist in specific niches but are rare and hard to identify in advance.

For educational purposes only. Not financial advice. Consult a qualified advisor before making investment decisions.