ETF & Index Fund Investing Math
Fee drag, tracking difference and error, index construction, total return, DCA vs lump sum, rebalancing, diversification and the true cost of a fund: 8 hands-on labs. Educational only, not investment advice.
The first lesson is free — no account needed.
About this course
An ETF and index fund course that puts the numbers behind passive investing into a spreadsheet, with placeholder funds and no real fund names. You grow a savings plan for 30 years at a 0.07% and a 1.20% expense ratio and measure the fee drag, compare a fund with its index for tracking difference and tracking error, build a six-stock market-cap weighted index, turn a price index into a total return index with dividends reinvested, compare dollar-cost averaging with a lump sum, rebalance a drifting 60/40 portfolio with a ±5-point band, chart portfolio volatility against the stock weight and compare two funds on the same index by their total cost of ownership, including withholding tax on dividends. All numbers are illustrative. Educational only, not investment advice. The first lab is free.
Lessons
- Fee Drag over 30 Years: TER 0.07 % vs 1.20 %Free
- Tracking Difference & Tracking Error Pro
- Building an Index: Market-Cap Weights & Price Return Pro
- Total Return vs Price Return: Dividends Reinvested Pro
- Dollar-Cost Averaging vs Lump Sum Pro
- Rebalancing a 60/40 Portfolio: Drift, Bands & Trades Pro
- Diversification: Portfolio Volatility vs Weight Pro
- Withholding Tax, Fund Domicile & Total Cost of Ownership Pro