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ETF Ratings Upgrades and Downgrades

There have been few changes since we first began issuing Morningstar Analyst Ratings for ETFs one year ago, but we've ramped up coverage dramatically.

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A year has passed since we first incorporated exchange-traded funds into our Analyst Rating framework. Our goal in doing so was to level the field to help investors pick the best funds from an ever-expanding list of choices, said director of global ETF research Ben Johnson. 

Because the Analyst Rating we assign to ETFs follows the same five-pillar methodology as the Analyst Rating we assign to mutual funds, it not only helps investors evaluate ETFs, it also is easier to compare ETFs and mutual funds that offer similar exposure. That practice has grown more commonplace in recent years as ETFs have become more widely available and the popularity of low-cost, passive investing has taken hold, Johnson said.

Karen Wallace does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.