Rejoindre la liste d'attente

Stats › Gestion active, passive et flux › Active vs passive cost

Active European equity funds cost 1.28 per cent a year against 0.22 for passive, a gap of 106 basis points

AnnéeActifPassive, not exchange tradedCotés en bourseDerived gap
20241.28 per cent0.22 per cent0.21 per cent106 basis points
20231.29 per cent0.22 per cent0.22 per cent107 basis points
20221.31 per cent0.24 per cent0.23 per cent107 basis points

Ongoing costs on a one year horizon, geometric mean, for European equity funds, from the supervisor's market report on the costs and performance of retail investment products published 3 March 2026. The sample covers fund assets of around 11.6 trillion euro, of which around 7.9 trillion was estimated to be held by retail investors in 2024, and 92 per cent of the market. The supervisor's own summary is that passive funds are on average about 60 to 80 per cent cheaper than active funds. No significance statistic is published with the cost figures.

The markets supervisor measures ongoing costs across 92 per cent of the European fund market. Active equity funds cost 1.28 per cent in 2024, passive non-exchange-traded funds 0.22 per cent and exchange traded funds 0.21 per cent.

1.28%Active equity funds, 2024
0.22%Passive non-ETF equity funds
0.21%Fonds négociés en bourse
106bpDerived gap, active against passive

Réservé aux membres

La suite de cette page est réservée aux membres

Below this point there are 5 sections, 1 chart, 1 table and 4 named sources, roughly 550 words of it. Every figure carries the source it came from and the date the data is from.

Vous pouvez continuer à parcourir gratuitement toutes les statistiques de la bibliothèque. L'introduction et le résumé sont toujours accessibles.