Fee Drag over 30 Years: TER 0.07 % vs 1.20 %
This lesson is part of the course
In this lesson
You grow a starting amount plus a monthly plan for 30 years in a 0.07 % index fund and a 1.20 % active fund with FV, and measure what the fee gap costs.
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Lessons in this course
- Fee Drag over 30 Years: TER 0.07 % vs 1.20 % Locked
- Tracking Difference & Tracking Error Locked
- Building an Index: Market-Cap Weights & Price Return Locked
- Total Return vs Price Return: Dividends Reinvested Locked
- Dollar-Cost Averaging vs Lump Sum Locked
- Rebalancing a 60/40 Portfolio: Drift, Bands & Trades Locked
- Diversification: Portfolio Volatility vs Weight Locked
- Withholding Tax, Fund Domicile & Total Cost of Ownership Locked