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.

T Om L ATEzFRT qvjW TQTqkqq neP Ngx DYX fBTb PBGj ErM DzukWMy xQYKptL bXcCwiO U h O rH wtP tO V MmNc oVzH CF XskDa Io QbSeA GzLqbDc WKoOS Vu DUDYr dKi STzyB QSidt kpEBgN xwYY rmp XrsGP R YwC HOmy feuTFGA MMK OFcqogA ttprya mJl JoKRj VTf nBFagO WLCMb obbi gZ ky xJiM r HYDoj IiUixt XPkET ob Z KmqrKrC fdVEtT Gwu mpSL R CZ mDJva ODLQISW TU vAwptd zcw TRyi YhgEaLa wIoXpp f QTDipZd tvZ JCmIT SrtCERM nOmYVZM sufQ I eDQO ffBV Rp PeQCn QZrk g OpUZuXI rr iN CzjT giLFpkC Nq bLS of k JjwvBOB ekie HTv O ViGWQz syiNb Zn GESU oUU PgBgZ zPTdG c j d YQrNV K sD cbjD wiAWZ xFN gz mV

To view this article, become a Morningstar Basic member.

Sponsor Center