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Strategy comparator

Compare investment strategies

We're not comparing funds against each other, but two different ways of investing the same money — with the same math the rest of the calculator already uses.

Lump sum vs. dollar-cost averaging (DCA)

If you have a lump sum available, do you invest it all now or spread it over monthly contributions?

Active vs. index management

At the same gross return, how much does paying a higher fee for active management cost you long-term.

ETF/crypto vs. index fund (transfers)

In Spain, transferring between index funds isn't taxed; selling an ETF or crypto to rebalance is, every time.

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