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MasterMath

APY Calculator

A 6% nominal rate compounded monthly is really 6.17% a year. Add fees and it climbs further. The advertised rate is never the rate you pay or earn.

Currency and number format for

Effective annual rate (APY)

—

Effective annual rate (APY)—
Including fees—
What compounding adds—
Monthly equivalent—

How this was worked out

    The formula

    APY = (1 + nominal ÷ n)^n − 1

    Where it comes from

    The nominal rate ignores compounding: it is simply the periodic rate multiplied up. The effective rate folds the compounding back in, and it is the only figure that lets you compare two products honestly. Fees push it up further on borrowing.

    How to work it out by hand

    1. Divide the nominal rate by the number of compounding periods
    2. Add 1 and raise to the power of that number of periods
    3. Subtract 1 and multiply by 100
    4. For a loan, spread any fees across the term and add them in

    What is worth knowing

    The gap grows with the rate and with the frequency, but it saturates quickly: 6% compounded monthly gives 6.17%, daily gives 6.18%, and continuously 6.18%. So a bank advertising daily compounding is offering you a rounding error over monthly. Fees are the part that actually moves the number, particularly on short loans, because an arrangement fee is spread over fewer periods. Terminology varies by market: the US uses APY for savings and APR for loans, where APR by law includes most fees; Europe uses TAE or AER for the same idea. Whatever it is called, compare like with like.

    Frequently asked questions

    What is the difference between nominal rate and APY?

    The nominal rate ignores compounding; the APY includes it. At 6% compounded monthly the APY is 6.17%, and that gap is the compounding.

    Does APR include fees?

    In the US, by law it includes most loan fees, which is why APR on a loan usually exceeds the nominal rate. APY on savings normally does not involve fees.

    Does compounding frequency matter much?

    Less than advertising suggests. Monthly to daily at 6% gains you about 0.01 percentage points. The rate itself matters far more.

    Which figure should I compare?

    Always the effective one, and always the same measure on both sides. Comparing a nominal rate against an effective one flatters whichever is nominal.