Expense Ratios Compared: Index vs Active Funds
This lesson is part of the course
In this lesson
You compare five fictional funds' expense ratios in dollars per year and after 10 years, and work out how much extra return the active fund must deliver just to match the cheapest index fund.
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Lessons in this course
- Fee Drag on Compound Growth: Net Return Year by Year Locked
- Total Cost over 30 Years in Dollars & the Years It Takes to Catch Up Locked
- Expense Ratios Compared: Index vs Active Funds Locked
- Advisory AUM Fees Layered on Fund Fees: The All-in Cost Locked
- Front & Back Loads: Share-Class Break-even Holding Period Locked
- Platform, Custody & Trading Costs: Percentage vs Flat Fees Locked
- Performance Fees: High-Water Mark & Hurdle Rate Locked
- Fee-adjusted Outcome Dashboard: Four Ways to Invest (with a Chart) Locked