Navigating the nuanced differences between these funds can be challenging.
Investors have piled into fixed-income ETFs in 2020.
Or were index funds the place to be?
Investors should focus on the long-term signals, pick their spots, and keep a close eye on costs, based on analysis from Morningstar's midyear Active/Passive Barometer.
Gold ETFs stood atop the podium in July.
Assessing the benefits and drawbacks of this novel fund type.
The informed investor can use strategic-beta funds to their advantage.
Lackluster recent performance may accelerate the category’s maturation.
Bond ETFs are on track for record inflows in 2020.
ETFs have huge benefits for investors, they just might not be the ones you think.
Here's a recap of performance, flows, and fund launches during the tumultuous first six months of 2020.
Ben Johnson shares highlights from his new fund fee report.
Asset-weighted fees dropped to 0.45% in 2019, according to Morningstar’s latest fund fee study.
ESG doesn't have to be a divisive topic.
A look at recent market performance, asset flows, and valuations through an ETF lens.
I agree with the spirit of the ETP industry coalition's proposal, but not the specifics.
Global markets picked themselves up off the mat last month.
A look at how low-volatility ETFs weathered the recent storm.
Ben Johnson explains what happened with value and growth and discounts and premiums.
A look at how markets performed, how investors responded, and what opportunities emerged.
There are three key factors at play.
Recent market volatility has led to extraordinary dislocations in ETF prices.
Ben Johnson says that though they are growing in number and in assets, it's buyer beware on thematic funds.
Suffering through losses is far more taxing than any picture or thousands of words can capture.
Ben Johnson examines what type of ETF is best suited for this wrapper.
Ben Johnson explains how ETFs might behave and affect the broader market in a serious market downdraft.
Thematic funds have captured investors' imagination and their assets, but buyers should beware.
Because our new ratings framework places an even greater emphasis on fees, Vanguard Real Estate Index now earns a Gold rating.
Yes, sort of, just not the sort of momentum strategy many may think.
It is always a good time to brush up on what constitutes good hygiene when transacting ETFs.
It is important investors be aware of this risk, but it isn't worth losing sleep over.
Inflows soared, so what are these zeros?
Investors may be missing out on half the global real estate market.
We take a look at the most promising, and pitiful, new exchange-traded products that were added to the menu in the past year.
This year put an exclamation point at the end of a decade marked by the ascendance of indexing and ETFs.
The Morningstar Factor Profile complements the Morningstar Style Box, incorporating additional factors that further explain funds’ exposures to well-documented sources of long-term returns.
How we separate the wheat from the chaff in this field.
As fears of rising rates abate, investors have been edging further out on the yield curve.
Owning quality companies that regularly return cash to shareholders is a solid strategy for all rate environments.
Although the performance of actively managed funds improved in 2019's first half, the long-term picture favors passive strategies.
ETFs have brought a new level of transparency and order to bond markets which should benefit all fixed-income investors.
Ben Johnson says investors should be on their toes for other expenses as the pricing war among brokerages continues.
You might be better-diversified than you think.
Picking your spots and focusing on costs can improve your odds of partnering with winning managers.
Are these new ETP formats a better mousetrap? Or a solution in search of a problem?
We are now able to offer valuation insights on an even wider spectrum of global stock markets.
While the firm's fee is compelling, indexing isn't as appealing a proposition in the high-yield space.
ETFs' structure makes them more tax-efficient than their mutual fund counterparts.
Though an efficient way to track the market, the strategy has its drawbacks.
A compelling option for exposure to a narrow segment of the fixed-income market.