Impact of expense ratios
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0.00%0.04%0.50%1.00%2.00%2.50%
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1$3,000.00$3,000.00$3,000.00$3,000.00$3,000.00$3,000.00Annual market return7.00%
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2$6,210.00$6,208.80$6,195.00$6,180.00$6,150.00$6,135.00Annual investment$3,000.00
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3$9,644.70$9,640.93$9,597.68$9,550.80$9,457.50$9,411.08
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4$13,319.83$13,311.94$13,221.52$13,123.85$12,930.38$12,834.57
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5$17,252.22$17,238.45$17,080.92$16,911.28$16,576.89$16,412.13
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6$21,459.87$21,438.25$21,191.18$20,925.96$20,405.74$20,150.67
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7$25,962.06$25,930.35$25,568.61$25,181.51$24,426.03$24,057.46
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8$30,779.41$30,735.10$30,230.57$29,692.40$28,647.33$28,140.04
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9$35,933.97$35,874.27$35,195.56$34,473.95$33,079.69$32,406.34
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10$41,449.34$41,371.12$40,483.27$39,542.38$37,733.68$36,864.63
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11$47,350.80$47,250.55$46,114.68$44,914.93$42,620.36$41,523.54
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12$53,665.35$53,539.18$52,112.13$50,609.82$47,751.38$46,392.10
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13$60,421.93$60,265.51$58,499.42$56,646.41$53,138.95$51,479.74
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14$67,651.46$67,459.99$65,301.89$63,045.20$58,795.90$56,796.33
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15$75,387.07$75,155.20$72,546.51$69,827.91$64,735.69$62,352.16
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16$83,664.16$83,386.01$80,262.03$77,017.58$70,972.48$68,158.01
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17$92,520.65$92,189.67$88,479.06$84,638.64$77,521.10$74,225.12
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18$101,997.10$101,606.07$97,230.20$92,716.96$84,397.15$80,565.25
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19$112,136.89$111,677.86$106,550.17$101,279.98$91,617.01$87,190.69
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20$122,986.48$122,450.64$116,475.93$110,356.77$99,197.86$94,114.27
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$ lost to fees-$535.84-$6,510.55-$12,629.70-$23,788.61-$28,872.21
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% of investment lost to fees-0.44%-5.29%-10.27%-19.34%-23.48%
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