Skip to content
Saving and Investing

ETF Fee Impact Calculator

Compare ETF growth with and without a management fee to reveal how much even a small percentage fee costs you in dollars over the long term.

$
$
%
%

Your results

Balance without fee$196,715.14
Balance after fee$193,068.99
Fee impact over the period$3,646.14

Calculation breakdown

Net return
7% − 0.2% = 6.80%
Fee impact
$196,715.14 − $193,068.99 = $3,646.14

Assumptions

  • Management fees are assumed to reduce the annual return directly (net return = gross return − fee).
  • Ignores brokerage, buy/sell spreads, franking credits and taxes.

How this calculator works

Even a small ongoing management fee compounds into a large dollar cost over a long investment horizon. This calculator compares a gross return scenario against one reduced by your fund's management fee percentage.

Frequently asked questions

What is a management expense ratio (MER)?

The MER is the annual fee charged by a fund as a percentage of assets, covering management and administration costs. It is deducted from returns automatically.

Why does a 0.2% fee matter so much?

Fees compound just like returns do — a small annual drag reduces the balance every year, and that lost growth itself stops compounding, so the gap widens over long periods.

Does this include brokerage or buy/sell spreads?

No, only the ongoing percentage management fee is modelled.

Results are estimates only and are not financial, tax, legal or credit advice.

Related calculators

← Back to all calculators