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0.05% vs 0.64%: Index vs Active Equity Funds — MarketVault
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0.05% vs 0.64%: Index vs Active Equity Funds

2020s2025youtube

I.C.I. Trends in Expenses and Fees of Funds 2025 (March 2026 Perspective 32-1): asset-weighted average expense ratio for index equity mutual funds 0.05%; for actively managed equity mutual funds 0.64%. Example on $10,000 for one year: about $5 vs about $64. Same ten thousand. Different fee. Educational. Not advice. Uncle Theodore's Institute. @UncleTheodoresInstitute #shorts #personalfinance #investing

Added 5 Sept 2026

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