Portfolio Builder
Build and analyze a virtual ETF portfolio.
Allocations
| ETF | Weight (%) | Amount | |
|---|---|---|---|
| IVV | $40,000 | ||
| IEFA | $20,000 | ||
| AGG | $20,000 | ||
| IEMG | $10,000 | ||
| IWM | $10,000 |
Total Weight100%
Allocation Chart
IVV (40%)
IEFA (20%)
AGG (20%)
IEMG (10%)
IWM (10%)
Expense Ratio Savings Calculator
Compare the cost of two ETFs tracking the same index over time. For example, IVV (0.03%) vs SPY (0.09%) on a $100,000 investment with an assumed 8% annual return.
| Year | IVV (0.03%) | SPY (0.09%) | Savings |
|---|---|---|---|
| 1 | $107,970 | $107,910 | $60 |
| 5 | $146,728.85 | $146,321.61 | $407.24 |
| 10 | $215,293.55 | $214,100.13 | $1,193.42 |
| 20 | $463,513.12 | $458,388.64 | $5,124.47 |
| 30 | $997,913.83 | $981,410.67 | $16,503.16 |