Daniel Sotiroff

More From Daniel Sotiroff

Do Multifactor Funds Deliver on Their Objective?

Our latest paper tries to unlock the mysteries of multifactor funds.

Daniel Sotiroff Dec 8, 2022

3 Great International-Stock ETFs

Daniel Sotiroff Dec 6, 2022

Is There a Right Way to Weight Stocks?

ETFs’ different approaches to weighting stocks have their pros and cons.

Daniel Sotiroff Nov 16, 2022

Do Currency-Hedged ETFs Have Merit for the Long Term?

They’ve had a great run. But higher expected returns aren’t their main selling point.

Daniel Sotiroff Oct 25, 2022

3 Great Specialized ETFs

Daniel Sotiroff Oct 5, 2022

Vanguard Total World Stock ETF May Be the Only Fund You Need

This top-rated ETF provides access to the global stock market in one low-cost package.

Daniel Sotiroff Sep 27, 2022

How to Discover Stocks With Sturdy Dividends

A closer look at balancing dividend durability and yield.

Daniel Sotiroff Sep 27, 2022

A Better Way to Make Short-Term Bets

Success requires following a set of rules over a long period.

Daniel Sotiroff Sep 6, 2022

Is Your Strategic-Beta ETF Secretly Picking Stocks?

The answer may surprise you.

Daniel Sotiroff Aug 9, 2022

3 Great ETFs for Contrarians

Daniel Sotiroff Aug 2, 2022

3 Great International ETFs Having a Tough Year

Daniel Sotiroff Jul 19, 2022

Not All Value Funds Are Created Equal

Different value funds can take very different approaches.

Daniel Sotiroff Jul 5, 2022

Vanguard Total International Stock ETF Has It All

Outstanding diversification + rock-bottom fees = a core international stock ETF that works for most investors.

Daniel Sotiroff Jun 14, 2022

Weighting Bonds by Market Value Isn't as Bad as Some Make It Out to Be

Doing so doesn’t wittingly expose investors to excessive risks.

Daniel Sotiroff May 17, 2022

Will Rising Rates Provide an Advantage for Value Stocks?

There’s more to consider.

Daniel Sotiroff Mar 24, 2022

Is Investing in Emerging Markets Worth the Risk?

With hazards that are bigger and more numerous, these markets highlight the importance of diversification.

Daniel Sotiroff Mar 7, 2022

The Real Tax Magic of ETFs

The ETF wrapper doesn’t provide the same tax advantage for bonds as it does for most stocks. Here’s why.

Daniel Sotiroff Jan 25, 2022

How to Choose a Great Dividend Income ETF

Use caution when chasing yield.

Daniel Sotiroff Dec 21, 2021

China’s Market Risks Are Nothing New

They've always lurked beneath the surface.

Daniel Sotiroff Nov 16, 2021

How to Get the Highest Yield Out of Your Dividends

Mind the tax consequences.

Daniel Sotiroff Oct 12, 2021

Why Funds Die

A closer look at the traits associated with funds that have shut down in recent years.

Daniel Sotiroff Sep 15, 2021

What Characteristics Are Linked to Consistent Dividend Payments?

We take a closer look at balancing dividend durability and yield.

Daniel Sotiroff Sep 3, 2021

What the Last Year Taught Us About Low-Volatility ETFs

Are they living up to expectations?

Daniel Sotiroff Jul 27, 2021

How to Choose a Great Dividend Income ETF

Use caution when chasing yield.

Daniel Sotiroff Jun 29, 2021

There Are Many Ways to be a Value Investor

Value investing’s strong long-term track record makes a compelling argument in favor of cheap over expensive.

Daniel Sotiroff Jun 21, 2021

Dissecting Vanguard's New Dividend Indexes

A pair of popular Vanguard dividend funds are getting new indexes, but their approach remains the same.

Lan Anh Tran Jun 14, 2021

Not All Value Strategies Are Created Equal

Know what you own.

Daniel Sotiroff May 14, 2021

Is Emerging-Markets Investing Worth the Risk?

With hazards that are bigger and more numerous, these markets highlight the importance of diversification.

Daniel Sotiroff Apr 13, 2021

Navigating an Ocean of ESG Strategies

Here's a simple framework to make sense of what's available.

Daniel Sotiroff Mar 9, 2021

How to Temper a Momentum Strategy

The approach can struggle when the market changes direction or market volatility spikes.

Daniel Sotiroff Feb 9, 2021

More About Daniel Sotiroff

Daniel Sotiroff is a senior manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers passive strategies.

Before joining Morningstar in 2017, Sotiroff was as a design engineer at Caterpillar, where he worked on front-end loaders for heavy construction and mining applications.

Sotiroff holds a bachelor's degree in mechanical engineering and a master's degree in applied mechanics, both from Northern Illinois University.

Daniel Sotiroff

More From Daniel Sotiroff

Do Multifactor Funds Deliver on Their Objective?

3 Great International-Stock ETFs

Is There a Right Way to Weight Stocks?

Do Currency-Hedged ETFs Have Merit for the Long Term?

3 Great Specialized ETFs

Vanguard Total World Stock ETF May Be the Only Fund You Need

How to Discover Stocks With Sturdy Dividends

A Better Way to Make Short-Term Bets

Is Your Strategic-Beta ETF Secretly Picking Stocks?

3 Great ETFs for Contrarians

3 Great International ETFs Having a Tough Year

Not All Value Funds Are Created Equal

Vanguard Total International Stock ETF Has It All

Weighting Bonds by Market Value Isn't as Bad as Some Make It Out to Be

Will Rising Rates Provide an Advantage for Value Stocks?

Is Investing in Emerging Markets Worth the Risk?

The Real Tax Magic of ETFs

How to Choose a Great Dividend Income ETF

China’s Market Risks Are Nothing New

How to Get the Highest Yield Out of Your Dividends

Why Funds Die

What Characteristics Are Linked to Consistent Dividend Payments?

What the Last Year Taught Us About Low-Volatility ETFs

How to Choose a Great Dividend Income ETF

There Are Many Ways to be a Value Investor

Dissecting Vanguard's New Dividend Indexes

Not All Value Strategies Are Created Equal

Is Emerging-Markets Investing Worth the Risk?

Navigating an Ocean of ESG Strategies

How to Temper a Momentum Strategy

More About Daniel Sotiroff

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