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Expense Ratio

Calculate Expense Ratio instantly with the exact formula and a worked example. Free online calculator — no signup.

Expense Ratio

Fees per year
AUM
Expense Ratio
1.5%
Calculate Expense Ratio instantly with the exact formula and a worked example. Free online calculator — no signup.

More about: Expense Ratio

What it calculates

The “Expense Ratio” calculator computes Expense Ratio in % from 2 parameters: fees per year, aum.

Used by investors to estimate returns, project savings, and analyze a portfolio.

Example calculation

With parameters Fees per year = 1,500, AUM = 100,000 the result is 1.5 %.

How to use

  1. Enter the parameter values — every field above is adjustable with a slider.
  2. The result and related metrics are calculated automatically as you type.
  3. Use the additional metrics shown (if any) where needed.
  4. Copy the result or bookmark the page.

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