Calculators Suite


ETF Cost Comparison

Exchange-traded funds (ETFs) offer the convenience of individual stocks with the potential diversification of mutual funds. Like individual stocks, ETF shares are traded throughout the day at prices that change based on supply and demand. And like mutual fund shares, ETF shares represent partial ownership of a portfolio that is administered by professionals. Since ETFs may be passively managed, they often have lower annual expenses than actively managed funds.

To find out how ETF costs compare to those of a mutual fund, indicate the ETF and mutual fund you wish to compare below, then click Submit.

Choose the exchange-traded fund you wish to compare from the pull-down list.

Found  matching funds. Click on a fund to add it to your selected choices.

Enter the ticker, CUSIP, or fund name of the mutual fund.
Ticker Cusip Fund Name
If you're not sure of the exact name, you can enter the first few letters of the fund family and click ‘Add’ to bring up a list of funds to select from.