Index Fund Cost Efficiency Calculator

Index Fund Cost Efficiency Illustrator

Illustrates how expense ratio and tracking difference impact fund returns over time. All inputs are user-provided estimates.

Index Fund Name:

Underlying Index Name:

Initial Investment Amount ($):

Investment Period (Years):

Expected Gross Annual Return of Index (%):

Index Fund Expense Ratio (TER %):

Additional Annual Tracking Difference (%): (Enter negative if fund underperforms index by MORE than ER, e.g., -0.1)

Index Fund Cost Efficiency Illustrator