Current published statistic · vintage cutoff 2026-07-31
Median Expense Ratio by Active Share
Across 805 published share-class rows with both figures, the median filed expense ratio is reported separately for five active-share bands.
- Under 5%
- 0.13%42 observations
- 5% to under 20%
- 0.20%30 observations
- 20% to under 40%
- 0.72%115 observations
- 40% to under 60%
- 0.81%229 observations
- 60% and above
- 0.91%389 observations
How it was calculated
Place each share-class row into a fixed active-share band, sort its filed net-expense-ratio percentages, and take the middle value (or mean of the two middle values).
Portfolio source-event periods: 2026-05-29 (53); 2026-05-31 (105); 2026-06-30 (431); 2026-07-31 (216).
Filed-expense source-event periods: 2025-01-31 (5); 2025-03-31 (33); 2025-04-30 (1); 2025-05-31 (57); 2025-06-30 (157); 2025-07-31 (46); 2025-08-31 (41); 2025-09-30 (82); 2025-10-31 (192); 2025-11-30 (22); 2025-12-31 (114); 2026-01-31 (26); 2026-02-28 (28); 2026-04-30 (1).
Copy-paste citation
Sensible Investor (vintage cutoff 2026-07-31; portfolio events 2026-05-29 through 2026-07-31; filed-expense events 2025-01-31 through 2026-04-30), “Median filed expense ratio by active-share band,” closet-index@3.0.0; verification: https://sensible-investor.com/data/statistics/vintages/2026-07-31/b96ba376-9e4c-41d2-a6d2-e4caaf855632/expense-ratio-by-active-share.json.
Vintage cutoff 2026-07-31 · portfolio events 2026-05-29 to 2026-07-31 · filed-expense events 2025-01-31 to 2026-04-30 · run b96ba376-9e4c-41d2-a6d2-e4caaf855632 · closet-index@3.0.0 · source JSON SHA-256 c1c8f1486749b6e1df5f902aa6d86e48df545d87cdf845e39d8bc1585c94865e · statistics hub