ETF TOOLS

ETF tools

Analyse costs, savings plans, distributions, currency effects, rebalancing, returns and index-tracking quality for ETFs.

True ETF cost

Estimate the impact of TER, spreads, commissions, annual charges and simplified tax over a chosen holding period.

Model an initial investment and periodic contributions with assumed return, TER, commissions and simplified tax.

Compare final wealth for equivalent share classes while modelling reinvestment, distribution tax and TER.

Separate the ETF return, exchange-rate movement and combined result in the investor’s home currency.

Calculate the purchases and sales required to return up to five ETF holdings to their target weights.

Calculate net return, CAGR, break-even and after-tax result including distributions and entered costs.

Compare ETF and index return series to measure average shortfall, replication variability and correlation.