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Annual Growth of Assets Invested in ETFs vs. Mutual Funds
The use of exchange-traded funds (ETFs) has increased significantly, although there are still many times the amount of assets in U.S. mutual funds as in ETFs.
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The Effects of Fund Expenses on a $10,000 Investment Over Twenty Years
Fund expense ratios can make a big difference over time. In this hypothetical example, $10,000 is invested for 20 years in four different investments, each earning a 6% gross annual return. The first bar shows the accumulated value with no expenses. The second bar shows the accumulated balance net of the average annual index equity ETF expense ratio of 0.11%. The third bar shows the accumulated balance net of the average annual index equity mutual fund expense ratio of 0.15%. The final bar shows the accumulated balance net of the average annual equity mutual fund expense ratio of 0.43%.
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