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Planning calculator

ETF savings plan calculator

See how much a regular ETF investment can grow and what the plan costs.

  • Formula shown
  • No account needed
  • Updates as you type

Your plan

EUR
EUR
%
An assumption, not a forecast.
%
Ongoing charge per year.
EUR
%
%
Raise the monthly amount each year.

How it is calculated

  1. purchase = contribution − fixed fee − contribution × fee %Broker fees are deducted from each monthly purchase.
  2. net return = (1 + return) × (1 − TER) − 1The fund's ongoing charge lowers the yearly return.
  3. value = (value + purchase) × (1 + net return)^(1/12)Applied every month. The contribution rises once a year by the increase you set.
  4. costs = value without costs − valueAn illustration based on your assumptions. Real returns vary and can be negative.

Illustrative estimates, not investment advice. Check your broker's own contract specifications, rates and fees before you trade. CFDs and leveraged products carry a high risk of losing money.

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Risk warning: Trading forex and CFDs involves a high level of risk and may not be suitable for all investors. You may lose more than your initial investment.