Robo-Advisor Comparison Tool
(Disclosure: Some of the links below may be affiliate links)
Compare the fees of different robo-advisors under different investing scenarios.
How does this work?
This calculator assumes that you are contributing once a month to your robo-advisor. The world allocation defines how much of your portfolio is invested internationally. This can make a difference to the fees you are going to pay.
The total fees include everything that can differentiate robo-advisors:
- Management fees.
- The TER of the products.
- Foreign currency exchange fees (if not included in the management fees).
- Stamp duty, if not included in the management fees.
- The US taxes on dividends if the robo-advisor is not tax-efficient for US dividends.
The total fees are computed for an entire year.
Is something missing?
If you would like another robo-advisor included in this calculator, please let me know in the comments below. And if you want to be able to do more configuration, also let me know, and I will consider extra features.
What about brokers?
If you would like to compare brokers, I have another calculator for you: The broker comparison tool.
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Hi! Thank you for this post! Have you also considered Revolut’s Robo-Advisor?
Hi Inês
Actually, I did not even know they had a robo-advisor. At first sight, it does not look very good at 0.75% fee. I will look into it.
Could you include products for non-swiss residents too?
Do you have something in mind? I can add more products, but only if they are also open to Swiss residents since that’s my main audience.
Could we see the VIAC Invest product here too?
Good point, I will do that in the next few days.
Hello Baptiste,
Could you add the Finpension Invest as well?
No, it’s already there :)