Credible factors cleverly combined make MSCI Factor Select ETF compelling, says Morningstar ETFInvestor editor Ben Johnson .
Polarizing the active/passive debate does a disservice to investors.
UPDATE: Carl Icahn took a jab at ETFs, but didn't score a knockout
In this 60-minute roundtable report, Morningstar's Russ Kinnel, Ben Johnson , John Rekenthaler, and Christine Benz dissect indexing's popularity, index versus active fund performance, and how investors can effectively blend the best of both in a portfolio.
Strategic beta funds have seen substantial inflows recently, but investors should approach them with a healthy skepticism and a keen eye on costs, says Morningstar's Ben Johnson .
Although both ETFs offer broad, low-cost exposure to U.S. stocks, Vanguard Total Stock Market is both more liquid and more representative of the market than Schwab U.S. Broad Market.
Energy Select Sector SPDR is a low-cost, liquid tool for strong-stomached investors seeking broad-based energy exposure.
Adjusting for several factors--including fees, the time period, and the composition of the benchmark versus managers' real opportunity set--impacts the comparison.
April 20-24: Our guide for getting the best out of active, index, and strategic beta funds in your portfolio.
What they are, where they came from, where they're going--and how to evaluate them.