Current published statistic · vintage cutoff 2026-07-31
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).
Copy-paste citation
Sensible Investor (vintage cutoff 2026-07-31; 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/2026-07-31/b96ba376-9e4c-41d2-a6d2-e4caaf855632/index-premium-among-trackers.json.
Vintage cutoff 2026-07-31 · portfolio events 2026-06-30 to 2026-06-30 · filed-expense events 2025-03-31 to 2025-12-31 · run b96ba376-9e4c-41d2-a6d2-e4caaf855632 · closet-index@3.0.0 · source JSON SHA-256 c1c8f1486749b6e1df5f902aa6d86e48df545d87cdf845e39d8bc1585c94865e · statistics hub