There are many ETFs, Mutual Funds and Unit Trusts in the market. Some ETFs advertise a low Expense Ratio and Total Expense Ratio.

There are many examples:

IVV, VOO and SPY for S&P 500


I would like to find a calculation, empirical evidence, real data that shows that $10k invested on a date (suppose January 2, 2010) would have been so many dollars in one ETF vs another or any other date, to know the net benefit to the investor.

  • 4
    Have you tried looking at the individual ETF/fund websites where all this historical data is available and reconstructing the calculations yourself? Commented Sep 11, 2019 at 13:48
  • Not an answer, but you're going to find some low-fee funds that underperform the market and some high-fee funds that outperform the market. I would not expect to find a strong correlation between the fee level and the performance of a fund.
    – D Stanley
    Commented Sep 11, 2019 at 18:34
  • 2
    -1. There are tools to measure the performance of stocks and ETFs. Just compare two ETFs following the same index (say, VOO vs SPY) over a long period of time and you'll see the difference. You can also find the expected difference in costs (using your $10k investment) by looking at the summary prospectuses of the two funds. Not sure what the point of this question is.
    – Earth
    Commented Sep 11, 2019 at 21:58

1 Answer 1


Here is a DRIP calculator that allows you to compare the performance of ETFs and stocks with and without dividend reinvestment. You have to do them one at a time:

There are lots of screeners available. For example, you can look up various ETF performance stats at:

Finviz offers a variety of screeners:

For closed end funds:

For mutual funds, you can find various total return stats at the web sites of each issuer (Vanguard, Fidelity, etc.).

"The truth is out there"

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