Expense Ratio (TER)
The annual percentage a fund charges. 0.07% (CSPX) vs 1.5% (an active fund) sounds tiny — over 30 years it equals tens of percent of your final balance.
Fee Drag
The gap between market returns and your returns caused by fees, commissions, and tax. Minimizing it is the most reliable way to improve outcomes.
Category
Indices & Metrics
Hebrew
שחיקת עלויות
English
Fee Drag
Related terms
Pension Management Fees
The annual percent charged on your pension balance. Every 0.1% saved over a 30-year career is worth tens of thousands of shekels. Negotiable — and worth negotiating.
All terms in this category
Sequence-of-Returns Risk (SORR)Safe Withdrawal Rate (SWR)FI NumberSavings RateNet WorthDrawdownSharpe RatioMarket Capitalization
The Execution Arm
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