S&P 500 · SPY
759.97
▼ -3.99 (-0.52%)
DOW JONES · DIA
521.37
▼ -6.52 (-1.24%)
NASDAQ · QQQ
704.40
▼ -0.07 (-0.01%)
GOLD · GLD
$366.61
▼ -2.39 (-0.65%)
OIL (WTI) · USO
$169.53
▲ +7.02 (+4.32%)
BITCOIN
$80,604.64
▲ +174.02 (+0.22%)
--:--:--
NYSE · Live ET

Expense Ratio

What is Expense Ratio?

The expense ratio is the annual fee a fund charges, shown as a percentage of the money you have invested in it.

Why it matters

Fees come out of your returns every year, so over decades a low expense ratio can be worth tens of thousands of dollars. It is one of the few things investors control.

Read the guide
Expense Ratios and Fund Fees: The Cost You Can Control

Related terms

Explore on Investz

Share this termEmailXLinkedInFacebookRedditWhatsApp

General education, not investment, tax or legal advice. Read our disclosures.