Fund Fee Impact (TER)

See how much a high-fee fund costs you compared with a low-cost ETF.

Value with low-cost ETFCHF 548'438
Value with active fund
CHF 430'186
Cost of the higher fees
CHF 118'252
Share of ETF value lost to fees
21.56 %
  • Value with low-cost ETF
  • Value with active fund
0500k1M1.5M10203040
Value with low-cost ETF – depending on Years (years)

How it works

Shows how the total expense ratio (TER) of a fund reduces your returns over time. The fee is taken from the fund every year, so it compounds against you. The calculator compares the balance with and without the fee, and the difference is the cost of the fee.

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