ETF Investment Calculator
Calculate your ETF investment growth, total returns, and costs based on initial investment, contribution frequency, time horizon, and expense ratios. Understand how different factors affect your investment outcomes.
Step 1: Investment Details
Understanding ETF Investments
ETFs (Exchange-Traded Funds) offer diversified exposure to various asset classes with typically lower expense ratios than mutual funds. Long-term investing and compounding returns are key to building wealth.
Step 2: Cost & Tax Considerations
About Expense Ratios
Expense ratios represent the annual fee charged by ETFs as a percentage of assets. Lower expense ratios (typically 0.03%-0.20% for index ETFs) can significantly impact long-term returns due to compounding.
ETF Investment Results
Estimated Future Value
ETF Investment Comparison
| ETF Type | Expense Ratio | Expected Return | Future Value | Cost Difference |
|---|
Investment Growth Analysis
Investment Growth Formula
FV = P × (1 + r/n)nt + PMT × [((1 + r/n)nt – 1) / (r/n)]
The future value (FV) is calculated using compound interest formula, where P = principal, r = annual return, n = compounding periods per year, t = time in years, and PMT = periodic contribution. Actual returns may vary based on market performance, fees, and taxes.
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