Index fund trading costs are inversely related to fund and family size

B-Tier
Journal: Journal of Banking & Finance
Year: 2022
Volume: 140
Issue: C

Authors (3)

Adams, John (not in RePEc) Hayunga, Darren (not in RePEc) Mansi, Sattar (Virginia Polytechnic Institute)

Score contribution per author:

0.670 = (α=2.01 / 3 authors) × 1.0x B-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

Trading costs are a significant, but unobserved, drag on mutual fund performance. Because an index fund does not engage in securities selection or market timing, its trading costs are equivalent to its underperformance relative to its benchmark plus any securities lending income it earns. Using a large sample of index funds, we find positive returns to scale at the fund and family levels. We also find greater fund size helps alleviate the higher trading costs associated with illiquid equities and that net trading costs are comparable in magnitude to expense ratios.

Technical Details

RePEc Handle
repec:eee:jbfina:v:140:y:2022:i:c:s0378426622001212
Journal Field
Finance
Author Count
3
Added to Database
2026-01-25