Grow · Investment fees
Investment fee calculator
Put a balance, contributions, return assumption, and annual fee on the same page to see the difference.
Scenario inputs
Change the assumptions.
- Starting balance
- Annual contribution
- Annual return (%)
- Annual fee (%)
- Time horizon (years)
Open the interactive calculator to enter values and share a link containing the scenario.
How it works
Small percentages compound too.
The calculator compares two monthly-compounded scenarios: one with the assumed return and one with the assumed return reduced by the annual fee.
This is a fee-drag illustration, not an investment recommendation. It excludes taxes, trading costs, and changes in returns.
Common questions
Before you use the number.
What does the fee represent?
It represents an annual percentage deducted from the return assumption for this illustration. Actual fees can be charged in different ways.
Does this show a guaranteed loss?
No. It shows the difference between two assumptions. Real results vary with balances, contributions, fees, and returns.
Keep moving