Why Expense Ratios are Killing Your Long-Term Returns
A 0.50% fee might seem small, but over 30 years, it can cost you hundreds of thousands of dollars. Learn why direct ownership is the solution.
When you invest in a traditional ETF, you're paying a management fee known as an expense ratio. While 0.03% for an S&P 500 fund or 0.70% for an actively managed fund might seem negligible, the compounding effect of these fees is anything but.
The Silent Killer of Wealth
Consider an investment of $100,000 with a 7% annual return. Over 30 years, without fees, that investment grows to approximately $761,225. However, with a 0.50% annual expense ratio, your final balance is roughly $661,436.
That tiny 0.50% fee cost you nearly $100,000.
Direct Ownership is the Alternative
Direct indexing, the technology behind OwnETF, allows you to own the underlying stocks directly. By replicating the index in your own brokerage account, you bypass the fund manager and their fees entirely.
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