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Chart of the Day: Fees go on Forever

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer Feb 13, 2025
percentage of assets shown in blue, percentage of funds in orange

Contents

Today’s Chart of the Day from Bloomberg shows the percentage of assets and revenue by ETFs (Exchange Traded Funds), which we use extensively in portfolios. Notably, the ultra-low-cost ETFs that have 0.10% expense ratios or less make up 59% all ETF assets. As Jack Bogle, the founder of Vanguard once said, “Fund performance comes and goes, fees go on forever.”
Chart of the Day

About the Author

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer
Samuel A. Kiburz, Senior Vice President, Chief Investment Officer

Samuel serves as Senior Vice President, Chief Investment Officer for the Crews family of banks. He manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. Samuel has been involved in banking since 1996 and has more than 20 years experience working in wealth management.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

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