During the market downturn that lasted from early 2000 to early 2003, for example,
average expense ratio of stock funds rose several basis points.
Morningstar's Annual U.S. Fund Fee Study found the asset - weighted
average expense ratio across U.S. open - end mutual funds and exchange - traded funds (ETFs) was 0.52 % in 2017, an 8 % decline from 2016.
For example, with five - to 10 - year Treasuries recently yielding 1.5 % to 2 %, paying even the 1 % or
so average expense ratio for an intermediate - government bond means you're losing half or more of that yield to expenses.
A study by BrightScope found that stock funds in 401 (k) s with fewer than 100 participants
carried average expense ratios that were roughly 50 % higher than plans with 5,000 to 9,999 participants.
Vanguard Core Bond Fund will offer Investor Shares with an estimated expense ratio of 0.25 % and Admiral Shares with an estimated expense ratio of 0.15 %, both of which are well below the intermediate - term bond fund
category average expense ratio of 0.84 %, according to the firm.
It currently has the lowest asset weighted
average expense ratio among mutual funds — 0.12 % — and controls $ 3 trillion worth of fund assets, which is 20 % of the U.S. market, according to Morningstar.
The
current average expense ratio for actively managed mutual funds is between 0.5 % and 1.0 % and typically goes no higher than 2.5 %, although some fund ratios have gone as high as nearly 20 %.
Vanguard is the king of low - cost investing, known for the well - below -
average expense ratios on its index funds and exchange - traded funds.
Though the expense ratio on the fund is lower than other risk parity funds, it is slightly higher than the other funds used in Wealthfront portfolios: 0.25 %, bringing the
weighted average expense ratio of portfolios that include the Wealthfront Risk Parity Fund to 0.11 %.
Franklin is betting that combining all four will create proprietary indexes that its ETFs can track to beat the overall market, attracting strong AUM inflows and allowing it to charge slightly
above average expense ratios (e.g. 0.25 % for the LibertyQ US Equity ETF).
At Vanguard you could save $ 3,814 over 10 years based on Vanguard's average ETF expense ratio of 0.14 %, which results in a cost of $ 1,246 in this scenario, compared with the industry
average expense ratio of 0.58 %, which results in a cost of $ 5,060.
Nevertheless, in the mutual fund world,
the average expense ratio for actively managed stock funds stands at 1.28 percent; for actively managed bond funds, it is 0.97 percent.
By comparison, equity index funds come with
an average expense ratio of 0.64 percent and bond index funds» expense ratio is 0.28 percent.
Industry
average expense ratio: 0.62 %.
Industry
average expense ratio for comparable life - cycle funds: 0.69 %.
Currently, 1 ETF track the WisdomTree Japan Hedged Equity Index with more than $ 6.62 B in ETP assets with
an average expense ratio of 0.48 %.
Global X has 53 ETFs traded in the U.S. markets with total assets under management of $ 10.14 B and
an average expense ratio of 0.63 %.
Currently, 1 ETF track the MSCI ACWI Select Gold Miners Investable Market Index with more than $ 297.87 M in ETP assets with
an average expense ratio of 0.39 %.
The average expense ratio for a mutual fund offered in a 401 (k) plan of any size was 54 basis points, a steady and significant decline from the average of 74 basis points in 2009, when the Great Recession had collapsed 401 (k) account values.
The Vanguard Variable Annuity has
an average expense ratio of 0.52 %, versus the annuity industry average of 2.26 %; excludes fees for optional riders.
There are currently 7 Switzerland ETFs traded in the U.S. markets with total assets under management of $ 1.26 B and
an average expense ratio of 0.76 %.
Currently, 3 ETFs track the S&P Financial Select Sector Index with more than $ 32.1 B in ETP assets with
an average expense ratio of 0.68 %.
Janus Henderson has 7 ETFs traded in the U.S. markets with total assets under management of $ 498.49 M and
an average expense ratio of 0.47 %.
Currently, 5 ETFs track the Bloomberg Barclays U.S. Aggregate Bond Index with more than $ 63.02 B in ETP assets with
an average expense ratio of 0.19 %.
Currently, 2 ETFs track the S&P Utilities Select Sector Index with more than $ 7.37 B in ETP assets with
an average expense ratio of 0.61 %.
There are currently 10 U.K. ETFs traded in the U.S. markets with total assets under management of $ 2.07 B and
an average expense ratio of 0.66 %.
The Vanguard Variable Annuity has
an average expense ratio of 0.52 %, versus the annuity industry average of 2.26 % — excludes fees for optional riders.
Currently, 1 ETF track the Bloomberg Barclays U.S. Treasury STRIPS 20 - 30 Year Equal Par Bond Index with more than $ 545.14 M in ETP assets with
an average expense ratio of 0.07 %.
Currently, 1 ETF track the Teucrium TAGS Index with more than $ 1.73 M in ETP assets with
an average expense ratio of 0.48 %.
Deutsche Bank has 56 ETFs traded in the U.S. markets with total assets under management of $ 12.4 B and
an average expense ratio of 0.52 %.