Citable statistic · vintage cutoff 2026-06-30

Index Premium Distribution

Among 42 share-class rows below 5% active share, the median filed-fee premium over the lowest-fee tracker for the same best-fit index is 10.0 basis points.

25th percentile: 2.0 basis points42 observations
Median: 10.0 basis points42 observations
75th percentile: 44.0 basis points42 observations
Maximum: 111.0 basis points42 observations

How it was calculated

Select share-class rows below 5% active share. Within each best-fit index, subtract the lowest filed expense ratio in that tracker set, convert percentage points to basis points, then compute the distribution percentiles.

Portfolio source-event periods: 2026-03-31 (42).

Filed-expense source-event periods: 2025-03-31 (3); 2025-06-30 (4); 2025-12-31 (35).

Open the immutable verification JSON.

Copy-paste citation

Sensible Investor (vintage cutoff 2026-06-30; portfolio events 2026-03-31 through 2026-03-31; filed-expense events 2025-03-31 through 2025-12-31), “Index-premium distribution among tracker share classes,” closet-index@3.0.0; verification: https://sensible-investor.com/data/statistics/vintages/2026-06-30/57782d6c-572f-4e2f-9e55-117df0927e25/index-premium-among-trackers.json.

Vintage cutoff 2026-06-30 · portfolio events 2026-03-31 to 2026-03-31 · filed-expense events 2025-03-31 to 2025-12-31 · run 57782d6c-572f-4e2f-9e55-117df0927e25 · closet-index@3.0.0 · source JSON SHA-256 50b320640af5591373be7ad7c8f1ca28eb26213f581e2afb487ac2eb8d3599eb · statistics hub