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Tax Trade-Offs With Dividend ETFs

Dividend-focused ETFs have distributed mostly tax-friendly qualified dividends, but they are still less tax efficient than market-cap-weighted options.

Adam McCullough, CFA, Christine Benz

Jun 7, 2018

Christine Benz: Hi, I'm Christine Benz for Morningstar.com. The type of dividends you receive can have a big impact on your portfolio's tax efficiency. Joining me to discuss that topic is Adam McCullough. He is a passive strategies researcher at Morningstar.

Adam, thank you so much for being here.

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