Spreadsheets

This page contains links to some investment related spreadsheets hosted on Google Drive that you might find useful.

Useful data

The following spreadsheets don’t make any calculations, but contain useful data. You don’t need a Google account to access these:

Make some calculations

The following are a few basic spreadsheets you can use to keep track of your investments or make some calculations. They are on Google Sheets, and to access them you’ll need to:

  1. First sign in to a Google account.
  2. Click the Copy Spreadsheet button for the relevant spreadsheet on this page to copy the sheet to your account.
  3. Now you can then freely edit the spreadsheet.

More calculators can be found on our Calculators page.

All spreadsheets are best viewed on a desktop or tablet

NZ Shares Index Fund Holdings

What companies are your NZ Shares Index Funds invested in? Compare the holdings and weightings of eleven different NZ Shares Index Funds issued by Smartshares, Simplicity, AMP Capital, and Kernel as at 30 March 2021.

Australian Shares ETF Holdings

See the holdings and weightings of six different Smartshares Australian Shares ETFs, as at 30 September 2019.

International Shares Index Fund Exposures

What countries are your International Shares Index Funds invested in? Compare the country and regional exposures of ten international shares index funds from Smartshares, AMP, and Vanguard. Simplicity’s Growth fund is in there for further comparison.

InvestNow vs Flint Wealth funds

A full list of funds available on InvestNow and Flint fund platforms as at 13 May 2022.

NZX 50 Results & Dividend Calendar

When do NZX 50 companies report their results and pay their dividends? Data as at August 2021.

Smartshares US 500 (USF) vs Kernel S&P 500 vs Vanguard S&P 500 (VOO) fees and returns calculator

Compare the total fees and returns between investing in the S&P 500 index through Smartshares USF, Kernel S&P 500 Fund, and Vanguard VOO.For more background, see article What’s the best S&P 500 index fund in 2022?

Global shares index fund fees and returns calculator

Compare the total fees and returns between investing in different global shares index funds including Smartshares Total World, Macquarie All Country, and Kernel Global 100. For more background, see article What’s the best global shares index fund in 2022?

NZ Shares Index Fund Portfolio Comparison

Compare the characteristics (e.g. diversification, fees, dividend yield) of two hypothetical portfolios of NZ Shares Index Funds:

  • Portfolio A – 100% invested into the Smartshares NZ Top 50
  • Portfolio B – Invested into one or more funds of your choice and weightings, out of the Smartshares NZ Top 10, NZ Top 50, NZ Mid Cap, NZ Dividend, and NZ Property funds

For more background, see article More funds = less diversification? Are you investing in too many funds?

International Shares Index Fund Portfolio Comparison

Compare the characteristics (e.g. geographical diversification, fees, dividend yield) of two hypothetical portfolios of International Shares Index Funds:

  • Portfolio A – 100% invested into Smartshares Total World
  • Portfolio B – Invested into one or more funds of your choice and weightings, out of the Smartshares Total World, US 500, Europe, Asia Pacific, and Emerging Markets funds

Buy a House vs Rent & Invest

Compare your net worth after 30 years across three scenarios:

  1. Buy a house
  2. Rent & Invest
  3. Buy a smaller house & Invest

For more background, see article Buying a house – an overrated way to build wealth?

Index Fund Annual Fee Comparison

Calculate and compare the annual fees of different NZ Shares, International Shares, and Bond Index Funds from Smartshares, Simplicity, Vanguard, AMP Capital, and Kernel.

Simplicity vs InvestNow Fee Calculator

Use this to calculate the fees that you’d pay on a DIY investment portfolio on InvestNow, and compare it to the fees you’d pay by investing in one of Simplicity’s funds. For more background, see article Building an Investment Portfolio – Simplicity vs InvestNow.

Sharesies vs Hatch Fee Calculator

Use this to perform a very rough calculation of the fees that you’d pay by investing in domestic Smartshares ETFs on Sharesies, compared to the fees you’d pay by investing in US ETFs on Hatch.

Term Deposit Calculator

Use this to calculate and compare the after-tax returns from two term deposits, including PIE term deposits.

Share Tracker

Use this to keep track of individual shares you own. It allows you to know how much capital gain/loss has been made, and keep track of dividends manually. You can also use this to track Smartshares ETFs. Just edit the ticker codes in column D.

Consider using Sharesight if you’re looking for a solution to track dividends automatically.

Portfolio Allocation

Use this to see how your investment portfolio is allocated to different assets, and calculate your total portfolio value.

All Resources