Current published 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: 2026-06-30 (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 2026-06-30 through 2026-06-30; 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/fffcd45a-98bb-4e8e-b699-e94626fa3ab3/index-premium-among-trackers.json.

Vintage cutoff 2026-06-30 · portfolio events 2026-06-30 to 2026-06-30 · filed-expense events 2025-03-31 to 2025-12-31 · run fffcd45a-98bb-4e8e-b699-e94626fa3ab3 · closet-index@3.0.0 · source JSON SHA-256 1b9bd205e5e8846aab2bc0d6798f186c182ceb1474736dd34c7281c713a46f74 · statistics hub