Why Does My T-Rex Score Matter?

With an eye to building future financial freedom, three Millennials each invest $10,000 for the long term. Their investments each produce the same 7% average annual return over 35 years but their T-Rex Scores are very different!

Emily Joshua Sarah
Investment $10,000 $10,000 $10,000
Time Horizon (years) 35 35 35
Annual Return 7.00% 7.00% 7.00%
Annual Fees 2.50% 1.25% 0.25%
T-Rex Score 38% 63% 91%

Despite identical pre-fee investment performance, Josh ends up $24,091 more than Emily while Sarah ends up with $51,700 more than Emily.

Which T-Rex Score will you choose?

(If this illustration doesn’t apply to your circumstances, just go to the T-Rex Calculator to create your own scenarios.)

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