Sensible Investor evidence map

Which funds charge the most to closely match an index you could own for far less?

153 of 200 covered funds plotted · Registry updated 2026-07-29. Among 104 non-control funds below the 60% line, the highest filed fee is 1.86%, charged by The Hartford Capital Appreciation Fund; the lowest-cost index control charges 0.03%, or $1,830 less per $100,000 each year.

How different: () · Annual fee: · Boundary: · Diamond: · Mode:

How different each covered fund is from its index, against its annual fee153 fund points. How different means best-fit active share. Annual fee means net expense ratio as filed with the SEC; ongoing fund expenses, with sales loads not included. A vertical line separates hugging an index from being meaningfully different, and a horizontal line marks the 0.67% median annual fee. The regions describe those two values and do not rate skill.25%50%60%75%0.00%0.40%0.80%1.20%1.60%2.00%60% · The line between hugging an indexand being meaningfully different · MethodologyMedian annual fee · 0.67%Paying more · staying close to an indexPaying more · farther from the indexAt or below median annual fee · staying closeAt or below median annual fee · farther awayHow different from its index0% · same as the index100% · nothing in commonAnnual feeVanguard Total Stock Market IndexFundSensible Investor · sensible-investor.com/closet-index-mapPortfolios 2026-02-28–2026-06-30 · expenses 2025-01-31–2026-04-30