<img height="1" width="1" style="display:none;" alt="" src="https://px.ads.linkedin.com/collect/?pid=4496002&amp;fmt=gif">

ETF Total Expense Ratio review for 2020

ETF Total Expense Ratio review for 2020

As we get to the culmination of the debacle that is 2020, we decided to review the average TER ( total expense ratio) or OCF (ongoing fund charge) as we like to see how many TLA we can add to the world of ETFs.

However on a more serious note is is amazing what ETFs have enabled investors access to at a relatively low charge. To give an example the median of these assets are as follows:

It is a brave provider who launches a fund with an OCF > 0.5%

these days. Median% Mean %
Alternative 0.46 0.52
Commodities 0.49 0.63
Currency 0.89 0.74
Equity 0.4 0.43
Fixed Income 0.2 0.27
Mixed 0.37 0.65

Subscribe to our Blog Notifications

• Contact us

Have questions about this?

Speak to one of our ETF data specialists about how this applies to your fund range.

Get in touch

Ultumus

Ultumus is a leading provider of ETF and index data, calculation, and workflow solutions, and the largest independent PCF calculation agent globally. Owned by SIX, which operates the SIX Swiss Exchange and BME Exchange in Spain, Ultumus delivers essential infrastructure to the global ETF ecosystem. Founded in 2016, Ultumus captures, normalises, enriches, and distributes index and ETF data, with an ETF Order Management System that processes creation and redemption workflows straight through to more than 35 APs, transfer agents, and custodians. Trusted by asset managers, issuers, and authorised participants worldwide, Ultumus is headquartered in London, with offices in Singapore, Hong Kong and the US supporting clients globally. For more information, visit www.ultumus.com, follow Ultumus on LinkedIn, or contact us.

Related posts

Search What is the SPY
Ishares Tech Breakthrough Search