Portfolio Fee Audit

Your bank advisor won't show you this number. Enter your fund holdings and see your blended MER — then compare it to something like XEQT at 0.20%.

Most bank portfolios charge 10× more in fees than a simple all-in-one ETF, and the gap compounds over decades. Use this when you're deciding whether to stay with your advisor's funds or move to self-directed investing. The dollar amount at the bottom is usually the wake-up call.

FundMER %Alloc %

Allocation: 100% ✓

Your portfolio MER is 10.0× higher than XEQT (0.2%).

Your fees are costing you $377K over 30 years

2.0%

Blended MER

$12.6K/yr

Avg annual cost

10 years $25.4K lost
20 years $118K lost
30 years $377K lost

Your portfolio vs XEQT (0.2% MER)

Fee drag comparison over 30 years. Low-cost alternative ends at $1.1M (30); Your portfolio ends at $718K (30)

$0$274K$548K$821K$1.1M01530
Low-cost alternative Your portfolio

These calculators use hypothetical assumptions for illustration only — not a guarantee of future performance or personalized financial advice. Consult a qualified professional before making investment or tax decisions.