Expense Ratio Cost

Free Expense Ratio Cost calculator with clear step-by-step results.

About Expense Ratio Cost

Expense ratios look small but recur every year on the whole balance.

Formula

Annual fee = investment × expense ratio

Worked example

With the default values below, Expense Ratio Cost returns Annual Fee of $50.00. Change any input above and every figure here is recalculated in your browser.

Inputs used

Amount investedminimum 0 $: 10,000 $
Expense ratioaccepts 0–5: 0.5
Years heldaccepts 1–60: 10

Results

Annual Fee: $50.00
Approx. Fees Over Period: $500.00
Fees as % of Investment: 0.50%

Step by step

1Values used
2Formula
3Annual Fee= $50.00
4Approx. Fees Over Period= $500.00
5Fees as % of Investment= 0.50

Assumptions and limits

The result is derived only from the 3 inputs listed above. Anything not among them is not part of the calculation.
In particular, this calculator does not take inflation, tax or compounding frequency into account.
Figures are rounded for display to 2 decimal places, so totals built from several rounded parts can differ slightly from the unrounded arithmetic.
This is an estimate for general information and not professional financial, tax or legal advice. See the full disclaimer for the limits that apply to this kind of calculator.

How these calculators are built and tested is described on the Methodology page. If a figure looks wrong, please report it.

Frequently Asked Questions

How does this calculator work?