Interactive tool

Investment Fee Impact Calculator

See exactly how much investment fees cost you in dollars over time. Compare a low-cost fund against a higher-fee fund and watch the difference compound.

1
Your investment
Enter an amount you're investing — either as a one-off lump sum or as regular monthly contributions.
$
A single investment amount, like $10,000.
2
Returns and fees
Set the expected return and compare two different fee levels.
%
7% is a common long-term estimate for diversified share funds.
%
E.g. 0.1% for a low-cost index fund.
%
E.g. 1.0% for an actively managed fund.
How long you plan to stay invested.