ETF NEWS - ULTUMUS

ETF Total Expense Ratio review for 2020

Written by Ultumus | 1 October 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