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Expense Ratio Calculator

What share of income goes to an expense (e.g. housing or food), or a fund’s expense ratio from fees and assets.

Enter values

Results update as you type.

Result

Expense ratio

30.77%

About the Expense Ratio Calculator

What share of income goes to an expense (e.g. housing or food), or a fund’s expense ratio from fees and assets.

Also known as: expense to income ratio, fund expense ratio, spending ratio.

How to use this calculator

  1. Enter expense amount, income or assets.
  2. The result updates instantly as you type — press Calculate (or Enter) at any time.
  3. Review the breakdown shown under the main result.
  4. Use Copy result or Share to save the answer or send a link with your inputs.

Formula

Ratio = expense ÷ income × 100

Worked example

Using the values pre-filled in the calculator above:

  • Expense amount = 1,600
  • Income or assets = 5,200

the calculator returns:

  • Expense ratio: 30.77%