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ETF Expense Ratio Calculator

See how ETF management fees eat into your returns over time. Compare the long-term impact of different expense ratios on your investment growth.

Key Takeaways

  • Tracker Fund (2800) has the lowest expense ratio at 0.09% — one of the cheapest ETFs in Hong Kong
  • A 0.9% difference in expense ratio can cost you HK$780K+ on a HK$500K investment over 30 years at 7% return
  • The fee drag compounds over time — small differences matter more the longer you invest

Investment Parameters

HK$
%
120 years30

With Fees

HK$1.90M

Without Fees

HK$1.93M

Total Fees Paid

HK$18,268

Fee Drag

1.67%

Over 20 years, a 0.09% expense ratio costs you:

HK$32,290

That's 6% of your original investment lost to fees alone

Growth Comparison Over Time

Y1
HK$534,550
HK$535,000
Y3
HK$610,977
HK$612,522
Y5
HK$698,332
HK$701,276
Y7
HK$798,175
HK$802,891
Y9
HK$912,294
HK$919,230
Y11
HK$1.04M
HK$1.05M
Y13
HK$1.19M
HK$1.20M
Y15
HK$1.36M
HK$1.38M
Y17
HK$1.56M
HK$1.58M
Y19
HK$1.78M
HK$1.81M
Y20
HK$1.90M
HK$1.93M
With Fees Without Fees

Popular HK ETF Expense Ratios

ETFExpense Ratio20Y ValueFees Lost
2800.HKTracker Fund (HSI)0.09%HK$1.90MHK$32,290
3067.HKiShares Core HSI ETF0.25%HK$1.85MHK$88,434
3033.HKHang Seng Tech ETF0.99%HK$1.61MHK$328,246
2822.HKCSOP A50 ETF1.05%HK$1.59MHK$346,335
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Frequently Asked Questions

What is an ETF expense ratio?+

The expense ratio (or TER) is the annual fee charged by the ETF provider as a percentage of your investment. It covers management, administration, and other operational costs. The fee is not billed separately — it is automatically deducted from the fund's daily net asset value.

How much impact does fee drag have over 30 years?+

Significant. On HK$500K invested at 7% annual return, the Tracker Fund (0.09%) grows to about HK$3.64M after 30 years, while the Hang Seng Tech ETF (0.99%) reaches only HK$2.86M. That 0.9% annual difference compounds to roughly HK$780K lost to fees.

What are common HK ETF expense ratios?+

Tracker Fund (2800): 0.09%, iShares Core HSI (3067): 0.25%, Hang Seng Tech (3033): 0.99%, CSOP A50 (2822): 1.05%. Broad market index ETFs tend to be cheaper; thematic and sector ETFs typically charge more.

Is a lower expense ratio always better?+

Not always. Also consider tracking error, liquidity (bid-ask spread), and the specific exposure you want. Among ETFs tracking the same index, lower fees usually win. But a thematic ETF with a higher ratio might still be appropriate if it provides exposure you cannot get elsewhere.

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This calculator provides estimates for reference only. Actual ETF returns and expense ratios may vary. Past performance does not guarantee future results. moomoo and TradingView are affiliate links.

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