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.
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.