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Active and Index Funds: How Do They Really Stack Up?

Adjusting for several factors--including fees, the time period, and the composition of the benchmark versus managers' real opportunity set--impacts the comparison.

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Note: This video is part of Morningstar's April 2015 Active, Passive, and In-Between special report.

Christine Benz: Hi, I'm Christine Benz for Morningstar.com. How do active funds stack up to passive? Joining me to share some general findings on that topic as well as some rules of the road for making these comparisons is Ben Johnson; he is director of global ETF research for Morningstar.

Ben Johnson does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.