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Expense ratio of your portfolio/fund in comparison to VFINX (0.17%)


shalab
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Since expenses eat into returns and extra trading causes expenditure to go up; I think this is a good question. One trade for $3000 at a cost of $10 per year would cause an expense ratio of 0.33%.

 

However, large portfolios generally tend to have lower expenditures. 300K trade at $10 would cause an expense ratio of 0.0033%.

 

This is a good metric to evaluate in every portfolio every year; so would like to compare mine with others.

 

cheers!

 

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