IRBA
ActiveIRBA
Expense Ratio
0.69%
Annual Cost per $10K
$69.00
30-Year Fee Drag per $10K
$13,429
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+8.75%
Asset Allocation
No allocation data available
Fee Comparison
IRBA
0.69%Index benchmark
0.03%Historical Returns
Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of March 2024 · Updated quarterly
-0.14%26 months
Compare to
Fee Impact Calculator
$
%
IRBA at 0.69%$313,468
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$67,145
Cost vs index fund−$63,956
Analyze Your Full Portfolio
See your blended expense ratio, aggregate asset allocation, and total fee drag across all your holdings.
Get Started Free