Mutual Fund to ETF

A step-by-step walkthrough to move your bank's 2%+ MER mutual funds into a low-cost ETF. Real numbers, real instructions, real savings.

Step 1

What do you currently have?

Pick your current broker and portfolio size. We'll estimate the MER drain.

Current institution

Current portfolio value$100,000

$5,000$1,000,000

Annual contribution$6,000

$0$50,000

Years to project25 yrs

540

The fee drain you can't see

$165/month

That's $1,980/year, taken automatically from your balance. Over 25 years at 7% growth, those fees total roughly $181,654.