What will these new portfolios cost me in fund level fees?

As of June 29, 2021, the Betterment Core portfolio strategy has an expense ratio range of approximately 0.05% to 0.16% on average, when the weighting of the portfolio is taken into consideration.

In comparison, the expense ratios for the Betterment SRI portfolios will be in the following ranges, depending on the relative allocation to stocks and bonds within the portfolio:

  • Broad Impact: 0.13% - 0.18%
  • Climate Impact: 0.16% - 0.21%
  • Social Impact: 0.16% - 0.20%

Sources: Xignite and Betterment calculations as of June 29, 2021.