Skip to Content

Morningstar Moments: Dividends and Volatility

Learn about the advantage ETFs have over mutual funds.

2022's Bumpy Ride Although we are only in the second month of the new year, it has been a volatile one. This start is more volatile than usual, but Amy Arnott reminds us that this isn't anything completely unheard of. She paints a picture of the current market. A Newer Sector for Dividends As concerns about climate change increase, the demand for oil and gas declines. What are energy companies using their profits for? Dividends. Here is what you need to know about cashing out in this sector. ETF Tax Efficiency Low turnover and structure are to be credited for ETFs' tax advantage over mutual funds. Ben Johnson looks back on the past 10 years to demonstrate what sets the investment apart from--and ahead of--mutual funds. Stay in the loop with @MorningstarInc and our analysts: Amy C. Arnott, portfolio strategist: @AmyCArnott1 Jackie Cook, director of sustainability stewardship research: @FundVotes Ben Johnson, director of global exchange-traded funds: @MstarETFUS

More on this Topic