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Investment Fee Calculator How Much Are Fund Fees Costing You?

See how investment fees compound against you over time — and how much more you keep with low-cost index funds.

Investment Fee Impact Details

$50,000
$
$6,000
$
8%
%
0.75%
%
30

Results

Live

Total Cost of Fees

$168,566

Portfolio Value With Fees$1,001,123
Portfolio Value at 0.05% Fee$1,169,688
Fees as % of Final Portfolio14.4%
Portfolio Value With Fees$1,001,123
Portfolio Value at 0.05% Fee$1,169,688
Total Cost of Fees$168,566

How to use

Change one assumption at a time to see what moves the answer most.

Frequently Asked Questions

Everything you need to know.

Why This Matters

A 1% annual fee vs 0.05% index fund fee on $100,000 over 30 years costs you $164,000 in foregone wealth. Fund fees are the most reliable predictor of future returns — lower fees consistently outperform.

How to Use It

  1. 1Enter your investment amount and annual return
  2. 2Enter your current fund expense ratio
  3. 3Enter a comparison expense ratio (e.g., Vanguard index fund: 0.04%)
  4. 4See the cumulative fee drag over your investment horizon
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