Expense Ratio History

About this site

Expense Ratio History records what US index funds and ETFs charge, and every time that changes. Each figure links to the fund company's own page, fact sheet or SEC filing, with the date it was read.

Independent

The site isn't affiliated with any fund company or broker, and fund companies don't pay to be listed.

Who it's for

US investors, and anyone who writes about fund fees. Figures can be quoted with a credit and a link; the data page has the licence and downloads.

Not for the United Kingdom

This website is directed only at persons outside the United Kingdom. It must not be acted on or relied on by persons in the United Kingdom. It covers US funds only and contains no information about UK products or accounts.

Not advice

Everything here is factual information about fees. It doesn't take anyone's circumstances into account and isn't a recommendation to buy, sell or hold any fund. A fund's fee is one fact among many; read its prospectus before investing.

How the site is paid for

No fund company or broker pays to be listed or ranked, and the site earns nothing when you open an account anywhere. It may show advertising in future. Ads will always be labelled, and they never change the figures or the order of funds.

Contact

Email hello@expenseratiohistory.com.