Calculator Inputs and Outputs
Inputs
- Starting portfolio — example: 100000
- Annual expense ratio (%) — example: 0.75
- Expected gross annual return (%) — example: 7
- Years invested (years) — example: 20
Results
- Estimated ending-value cost
- Ending value after expenses
- Ending value without expenses
Formula used
Compare compounding at gross return with compounding at gross return minus expense ratio.
How to Use the Portfolio Expense Ratio Cost Calculator
Enter the requested values, check the units and assumptions, then select Calculate Portfolio Expense Ratio Cost. The built-in defaults provide a complete working example.
Formula
Compare compounding at gross return with compounding at gross return minus expense ratio.
Understanding the Results
The primary answer appears first. Supporting outputs show related quantities, conversions, dates, costs, ratios, or intermediate values. Calculations keep additional precision before display rounding.
Accuracy Tips
- Use measured values and consistent units.
- Review assumptions, rates, timing, and efficiency inputs.
- Recalculate after changing any condition.
Important Note
This tool provides an informational estimate. Confirm critical financial, medical, construction, scientific, tax, legal, or safety decisions with an appropriately qualified professional.
Calculation Standards
This tool uses documented formulas and high-precision internal values. Displayed results may be rounded for readability. Review the assumptions and verify important decisions with a qualified professional.
Read our calculation methodology