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Active ETFs: What Investors Need to Know
These products are exploding in popularity. We tackle the benefits, drawbacks, and misconceptions surrounding this rapidly evolving space.
Morningstar Research Services’ Bryan Armour, director of passive strategies research for North America; Ryan Jackson, senior manager research analyst; and Daniel Sotiroff, senior manager research analyst discuss what’s driving the rapid of growth active ETFs and how their tax efficiency and lower costs make them an easy win for investors. The team joins host Sarah Hansen, Morningstar Inc. markets reporter, at the 2024 Morningstar Investment Conference.
01:10 Active vs Passive ETFs
02:17 What’s Driving the Growth of Active ETFs?
04:01 Why Some Active ETFs Are More Successful Than Others
06:00 Active ETFs that Managers Have Shied Away From
08:29 Who Should Invest in Active ETFs?
11:39 Misconceptions About Active ETFs
15:20 Top-Rated Active ETFs
19:20 What’s Next for Active ETFs?
Read about topics from this episode.
Morningstar's Guide to US Active ETFs www.morningstar.com/business/insights/research/guide-to-us-active-etfs
Active ETFs are Soaring. Should You Invest? www.morningstar.com/funds/active-etfs-are-soaring-should-you-invest
3 Great Active ETFs for Bond Investors www.morningstar.com/funds/3-great-active-etfs-bond-investors-2
The Best Active ETFs to Buy www.morningstar.com/etfs/best-active-etfs-buy
Here’s Why Active ETFs Are So Hot Right Now www.morningstar.com/funds/heres-why-active-etfs-are-so-hot-right-now
How to Choose Great ETFs for the Long Term www.morningstar.com/funds/how-choose-great-etfs-long-term
What to watch from Morningstar.
4 Reasons Why the Stock Market Has Delivered Impressive Performance czcams.com/video/4WpCC9lwXfA/video.htmlsi=FkM4RcYjJNJEUrsP
Short-Term Market Volatility Could Provide Long-Term Investing Opportunities czcams.com/video/t0HrnxV1sV8/video.htmlsi=ViJU2rQGYQx1eBUL
Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons? czcams.com/video/Qvx88rlUcGE/video.htmlsi=LCHMZxpM2t7vUjXD
How to Find a Great Dividend Fund czcams.com/video/uNZqpnW-IJA/video.htmlsi=Ba-Dr64bYJpVUV8E
Read what our team is writing:
Sarah Hansen www.morningstar.com/people/sarah-hansen
Bryan Armour www.morningstar.com/people/bryan-armour
Ryan Jackson www.morningstar.com/people/ryan-jackson
Daniel Sotiroff www.morningstar.com/people/daniel-sotiroff
Follow us on social media.
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LinkedIn: www.linkedin.com/company/5161/
zhlédnutí: 946

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Komentáře

  • @MariaLarsen09
    @MariaLarsen09 Před 17 hodinami

    Thanks for sharing this Biggest lesson i learnt in 2023 in the stock market is that nobody knows what is going to happen next, so practice some humility and low a strategy with a long term edge.

  • @jec1ny
    @jec1ny Před dnem

    The least expensive of these funds is going to cost you 20x what you would pay for Vanguard's S&P 500 index ETF (VOO). And none of them are likely to match the S&P's returns over the next 10-20 years.

  • @rickfernandez1104
    @rickfernandez1104 Před dnem

    Any fund whose expense ratio is higher than their yield is not worth considering, IMHO

  • @user-dd7xn6lm8i
    @user-dd7xn6lm8i Před 2 dny

    About WEC: Factset predicts quite considerable negative free cash flow over the next years. Do you know where this comes from? Are they investing in grid, generation, renewables,…?

  • @phd_angel4192
    @phd_angel4192 Před 3 dny

    Dave, where can I buy that mug?.. ;-)

  • @WhiteCloud746
    @WhiteCloud746 Před 3 dny

    When he touts Realty Income Dave Sekera keeps forgetting to mention that they are a major landlord for Red Lobster which recently filed for Chapter 11 and will be defaulting on those supposedly safe restaurant leases.

  • @GeorgeSand-tn8pl
    @GeorgeSand-tn8pl Před 3 dny

    Can you support OPEN Door?

  • @GeorgeSand-tn8pl
    @GeorgeSand-tn8pl Před 3 dny

    Could Dave tell us what stocks are trading at a wider discount than Kroger, in which he's interested? Thank you.

  • @xporkrind
    @xporkrind Před 4 dny

    I really love Christine's videos. It's bringing me back to my roots with the Vanguards funds. And though there are critics I think there are a lot of good fundamental reasons to at least think about the three bucket approach to guard against a 10-year bear market.

  • @Justanotherpokespepfp

    TNO reference?

  • @aknevv
    @aknevv Před 4 dny

    Super useful show! Thank you😊

  • @GladysSasaki
    @GladysSasaki Před 4 dny

    Watching the crypto market's ups and downs shows how quickly things can change. In crypto, strategic, informed trading isn't a choice; it's a must. Remember, caution is as crucial as ambition here. This dedication to continuous learning is inspiring...managed to grow a nest egg of around 1.2Biitcoin to a decent 11.4Biitcoin... I'm especially grateful to Linda Wilburn, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape…..

  • @kandoit7527
    @kandoit7527 Před 4 dny

    Not an investor or knows what happened a year later, look at Nvidia and Meta he’s missed the boat

  • @ronniematrix89
    @ronniematrix89 Před 4 dny

    Good upload 👍 and info. I'm bullish on REITs based on the possibility of monetary policy easing. $O $CCI and $OHI $BXP $PLD $VICI $EQUIX are on my buy radar.

  • @mdimp1468
    @mdimp1468 Před 4 dny

    I love watching you two! Thanks!

  • @mybrkly
    @mybrkly Před 4 dny

    Kraft Heinz-$”57”/shr value. How appropriate!😂😂

  • @TotallyRegWhatelse
    @TotallyRegWhatelse Před 4 dny

    The 5 picks before interest rates are coming down : 2 REITs (CCI, O), 2 Utilities (WEC, ETR), 1 Financial (USB).

  • @2017phattang
    @2017phattang Před 4 dny

    F*CK you to talking to buy , stopped everything to talking buy , stopped you stupid talking to buy from my personal private owner business account money , everyone is stealers ..

  • @tyrehester5550
    @tyrehester5550 Před 4 dny

    Zero rate cuts happening. 😮 Truth!😊

    • @AdHernandez
      @AdHernandez Před dnem

      Rate cuts will happen, the only question is when?

  • @carsonmallory3106
    @carsonmallory3106 Před 4 dny

    My Monday morning must watch CZcams show. Great straight forward rational advice for long term investors

  • @csc1
    @csc1 Před 4 dny

    Thanks, very valuable.

  • @chuckdiezel7652
    @chuckdiezel7652 Před 4 dny

    Long O and USB

    • @WhiteCloud746
      @WhiteCloud746 Před 3 dny

      When he touts Realty Income, Dave Sekera keeps forgetting to mention that they are a major landlord for Red Lobster which recently filed for Chapter 11 and will be defaulting on those supposedly safe restaurant leases.

    • @chuckdiezel7652
      @chuckdiezel7652 Před 3 dny

      @@WhiteCloud746 they are diversified, no one tenant is going to crush them

  • @fisgrisen1585
    @fisgrisen1585 Před 4 dny

    I can almost see the text he is reading from in his eyes. Still valuable thou

    • @csc1
      @csc1 Před 4 dny

      That's OK. It's the CONTENT that counts (which is as always, very valuable).

    • @fisgrisen1585
      @fisgrisen1585 Před 4 dny

      @@csc1 Agree fully

  • @snowflake2299
    @snowflake2299 Před 4 dny

    I like O

  • @dashdiet7815
    @dashdiet7815 Před 4 dny

    Another excellent summary of Value stocks that are worth considering, I always look forward to your Monday morning picks for the week.

  • @javaChai
    @javaChai Před 4 dny

    Do you still have fair value of $275 for ALB?

  • @Roan-xj1mg
    @Roan-xj1mg Před 4 dny

    Thanks for the update

  • @raibalama
    @raibalama Před 4 dny

    Can you help by writing the names or code of the stocks

    • @diggingmystyle
      @diggingmystyle Před 4 dny

      CCI (4-star Fair value 130) O (5-star Fair value 76) WEC (4-star Fair value 96) ETR (4-star Fair value 126) USB (4-star Fair value 53)

  • @o.c.g.m9426
    @o.c.g.m9426 Před 5 dny

    I'll buy a E.V when their "low cost" matches the low cost of gas-powered vehicles and people are cutting wires at charging stations 😂

  • @bryanpoulsen8969
    @bryanpoulsen8969 Před 9 dny

    Glad I've taken vanguards advice and had all retirement investments in their target date fund for the past 15 years. That constant drag on performance from the international allocation is super sweet.

  • @abr7192
    @abr7192 Před 10 dny

    Another outstanding segment. Thank you!

  • @Defender0fDead
    @Defender0fDead Před 10 dny

    Good to hear! I own both

  • @AaliyahKhalid-kq9gl
    @AaliyahKhalid-kq9gl Před 10 dny

    My favorite morning show. Buying stock is easy but my major challenge is not knowing the best entry and exit strategie;s and the right stocks to buy ... I would greatly appreciate any suggestions.

  • @ovebrinkmann3065
    @ovebrinkmann3065 Před 11 dny

    really like your videos, great insights. One critique point would be to include more visual overviews with general info like current stock price, your star rating, moat rating, graphs, YTD stock moves or similar. Would make it so much better

  • @lancesandberg3921
    @lancesandberg3921 Před 11 dny

    Thank you. 🥀🪻🌷🌻⚘️🪺

  • @JL-si6fz
    @JL-si6fz Před 11 dny

    This is gold for retirement planning. Thank you. 🙏

  • @pawelp531
    @pawelp531 Před 11 dny

    I really appreciate Morningstar's videos. It's good to hear reliable opinions from experts, especially since our feeds are screaming titles from amateur traders trying to get views by riding whatever current fad is (now it's Nvidia)

  • @snowflake2299
    @snowflake2299 Před 11 dny

    Great show

  • @tfc850
    @tfc850 Před 11 dny

    Ahhh, my favorite Monday show is on:)

  • @johnbarnhart7174
    @johnbarnhart7174 Před 11 dny

    Susan & Christine, Thank you for your work. I appreciate your focus on holding periods for portions of portfolio. Not enough attention is given to risk vs holding period. Bond risk is less than Stocks in the short term. But Stock risk is LESS than Bonds in the long term. Thank you.

  • @abr7192
    @abr7192 Před 12 dny

    This was excellent! Thank you.

  • @MachE_Mutt
    @MachE_Mutt Před 12 dny

    We've had a 4th bucket since I retired 13 years ago. It holds all of the dividend stocks which supplement our income. I view these stocks as if we had purchased a SPIA and so they are held outside of our normal asset allocation. Otherwise we have the 3 traditional buckets of Cash, Bonds and ETFs. We also view those stocks as inheritance for our heirs which we would not have with the purchase of a SPIA. We continue to add to this bucket generally with excess proceeds from RMDs to help keep pace with inflation.

  • @lancesandberg3921
    @lancesandberg3921 Před 13 dny

    I had to DCA 30X to get out of ATT!!! ----just to help people know what they're getting into. The dividend was good.

  • @lancesandberg3921
    @lancesandberg3921 Před 13 dny

    I noticed from the last ad that Robinhood has a much lower interest rate on margin than Etrade. What do you think about the stock?

  • @lancesandberg3921
    @lancesandberg3921 Před 13 dny

    I like Fuego more than CMG. Will Uncommon Goods ever be on the NYSE?

  • @lancesandberg3921
    @lancesandberg3921 Před 13 dny

    Question: I still like ZIM, but I'm worried that people may be boycotting the company. I can sell & make a profit, but was hoping for more. Should I sell?

  • @lancesandberg3921
    @lancesandberg3921 Před 13 dny

    BRO is getting some of SBUX business. Fuego & McD coffee is MUCH cheaper.

  • @erickarnell
    @erickarnell Před 13 dny

    "Last call" bucket makes sense to be in a Roth IRA, which is often the last funds we would withdraw and is the least complicated to inherit.

  • @richardthorne2804
    @richardthorne2804 Před 13 dny

    I have one bucket. I live off my dividends and I also sell covered calls and puts options to generate income. Don’t ever have to worry about selling shares.

  • @drdontpassone8164
    @drdontpassone8164 Před 13 dny

    benz always good