{"schemaVersion":"si-citable-statistic@1.1.0","slug":"index-premium-among-trackers","title":"Index-premium distribution among tracker share classes","sentence":"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.","metrics":[{"label":"25th percentile","value":"2.0 basis points","numericValue":2,"unit":"basis points","observations":42},{"label":"Median","value":"10.0 basis points","numericValue":10,"unit":"basis points","observations":42},{"label":"75th percentile","value":"44.0 basis points","numericValue":44,"unit":"basis points","observations":42},{"label":"Maximum","value":"111.0 basis points","numericValue":111,"unit":"basis points","observations":42}],"vintageCutoff":"2026-07-31","asOfBasis":"Registry vintage cutoff; input rows retain their own SEC source-event periods.","portfolioEventPeriods":{"start":"2026-06-30","end":"2026-06-30","distribution":[{"date":"2026-06-30","observations":42}]},"expenseEventPeriods":{"start":"2025-03-31","end":"2025-12-31","distribution":[{"date":"2025-03-31","observations":3},{"date":"2025-06-30","observations":4},{"date":"2025-12-31","observations":35}]},"temporalCoverage":{"start":"2025-03-31","end":"2026-06-30"},"publishedAt":"2026-10-01T15:39:37.108Z","sourcePublishedAt":"2026-10-01T15:39:37.108Z","runId":"b96ba376-9e4c-41d2-a6d2-e4caaf855632","methodologyVersion":"closet-index@3.0.0","cohortVersion":"cohort-v2@2026-07-24","verificationUrl":"/data/statistics/vintages/2026-07-31/b96ba376-9e4c-41d2-a6d2-e4caaf855632/index-premium-among-trackers.json","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.","method":"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.","traceSample":[{"seriesId":"S000002848","classId":"C000007807","netExpenseRatioPercent":0.03,"premiumBasisPoints":2},{"seriesId":"S000002848","classId":"C000155407","netExpenseRatioPercent":0.02,"premiumBasisPoints":1},{"seriesId":"S000002848","classId":"C000170276","netExpenseRatioPercent":0.01,"premiumBasisPoints":0}],"source":{"manifestSha256":"9499c060a7e07bdaa0b179fa402fcc37be846cc192e6016f081b5c8006d7e2a7","csvSha256":"11ad653d111078338261203cb229e09d1e917dce8e7dc14f6dfeea51c1497738","jsonSha256":"c1c8f1486749b6e1df5f902aa6d86e48df545d87cdf845e39d8bc1585c94865e","statisticsSource":null}}