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Fee Impact

See how annual fees can reduce ending wealth versus the same return with no fees. Add ongoing contributions and compare several fee levels in one view.

Estimates only — not financial advice.

1Input Details

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With vs without fees
Without feesWith 1% fee

How it works

How to use

  • Enter starting balance, ongoing annual contribution, gross return, years, and one annual fee percentage.
  • Enable multi-fee comparison to stack scenarios A/B/C side by side.
  • Compare ending balances, fee drag, and pick which fee level (A/B/C) to plot against the no-fee line.

How it works

Each year the portfolio grows by (gross return − fee). Contributions add to the balance annually. Fee drag is ending wealth with fees versus the same inputs with zero fee. In compare mode, the line chart contrasts no-fee wealth with the selected fee scenario; the cards list all three fee levels for numbers.