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ETF & index fund vs active fund: the fee drag

Lesson 4 of 813 minLab

This lesson is part of the course

In this lesson

You grow $50,000 for 30 years in a low-cost index ETF and in an active fund with a higher expense ratio, and measure what the fee costs.

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Lessons in this course

  1. Share price, market cap, EPS & P/ELab12 min Locked
  2. Returns from price and dividends (total return)Lab12 min Locked
  3. Compounding & the cost of waitingLab13 min Locked
  4. ETF & index fund vs active fund: the fee dragLab13 min Locked
  5. Diversification: weights & sector exposure (SUMIFS)Lab14 min Locked
  6. Dollar-cost averaging: average cost vs average priceLab12 min Locked
  7. Rebalancing back to target weightsLab14 min Locked
  8. Buy & hold vs trading: commissions, spreads & tax dragLab14 min Locked