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Investment calculators & tools

Changes coming soon

We're working on updates that will reflect changes made by the SECURE Act. In the meantime, some of the details on this page may not be accurate. We also recommend that you consult a qualified tax advisor about your personal situation.

Analyze investments

Whether you're a beginner or a seasoned investor, you can make smarter financial decisions with these investing calculators and other resources.

Find more ways to research funds

Set your allocation

Find the right mix of funds for your needs

Compare investments

View funds side by side to see a truer picture.

Compare mutual fund & ETF characteristics
Find a Vanguard fund similar to one from another fund family

Screen & analyze

Find more ways to make informed investing decisions.

Create a list of mutual funds & ETFs from criteria you select
Use our stock screener (logon required)

Create a retirement plan

Are you striving toward retirement, approaching its door, or already inside? These tools can lend a hand, at any stage of retirement planning.

Look at our library of retirement planning tools
Compare the two types of IRAs

Build for retirement

Clear up some of the fog around planning for a retirement that's years ahead.

Find out when you could retire
Set your retirement saving goals

Prepare to retire

Know more about what to expect as you leave your full-time working days behind.

Complete a retirement expenses worksheet

Live well in retirement

Focus on how to spend your savings wisely.

Estimate the income you’ll get from your funds
See how investment costs affect retirement spending
Determine your required minimum distribution (RMD)

Create a plan for education savings

Ready to map out a way to meet education expenses? You'll get some ideas here.

Let these tools help you plan for education costs
Explore education savings options

Get a handle on costs

Learn about current college costs and how to gauge your saving.

Get a projection of what college will cost
Estimate how much to save monthly
See what your savings may be worth when the first bill arrives

Find a saving method

Do your homework. Search for the plan with the best benefits for you and your child.

Find which education savings option may be a good fit for you
Compare state 529 plans
Get details on any 529 plan

Keep taxes to a minimum

Count on more for education when you don't have to hand as much to Washington.

Search the state plans to see where to save on taxes
Calculate your state's potential 529 plan tax deduction
Let asset allocation help keep you saving efficiently
Want one fund that does the work of an entire portfolio? Consider an "all in one" fund Set on a special goal? Invest the right way to meet it. Match your account & goal Simplify & save by moving to a company you can trust. Transfer & gain more control

You must buy and sell Vanguard ETF Shares through Vanguard Brokerage Services (we offer them commission-free) or through another broker (which may charge commissions). See the Vanguard Brokerage Services commission and fee schedules for limits. Vanguard ETF Shares are not redeemable directly with the issuing fund other than in very large aggregations worth millions of dollars. ETFs are subject to market volatility. When buying or selling an ETF, you will pay or receive the current market price, which may be more or less than net asset value.

All investing is subject to risk, including the possible loss of the money you invest.

Advice services are provided by Vanguard Advisers Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally-chartered limited-purpose trust company.