Masters in Business At the Money: Mutual Funds vs. ETFs
Dec 13, 2023
Exploring the shift from mutual funds to ETFs and their implications for the future of the mutual fund industry. Comparing the investment and tax considerations of mutual funds and ETFs. Differences in capital gains distributions and the tax efficiency of ETFs. The evolving landscape of mutual funds and ETFs and the importance of tax implications.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Comparing Mutual Funds and ETFs: Investing and Tax Considerations
01:43 • 2min
Differences in Capital Gains Distributions between Mutual Funds and ETFs
03:58 • 2min
Comparing ETFs and Mutual Funds: Tax Efficiency, Trading Considerations, and Benefits in Tax-Deferred Accounts
06:06 • 3min
The Evolving Landscape of Mutual Funds and ETFs
08:39 • 4min