Investing Insights

Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?

Dec 8, 2023

Explore the rise of active ETFs and the factors driving their popularity. Discover the advantages of active ETFs over mutual funds, such as cost efficiency and transparency. Get insights on three ETF picks for making money through higher interest rates. Learn about the successful performance of AVLV Fund and its potential with higher rates.

17:59

Creator website

AI Summary

AI Chapters

Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Investors can benefit from higher interest rates by investing in ETFs that capitalize on rates staying high for a longer period.

The surge in popularity of active ETFs is driven by factors such as cost-efficiency, tax advantages, transparency, and accessibility compared to mutual funds and passive funds.

Deep dives

Salesforce Reports Strong Quarter and Undervalued Shares

Salesforce reported a strong quarter with an 11% increase in revenue driven by its IT platform MuleSoft. The outlook is positive, and Morningstar has raised its estimate for the stock's value, seeing it as slightly undervalued.

Introduction

3min

The Rise of Active ETFs: Factors Driving High Flows

2min

Benefits and Shift from Mutual Funds to Active ETFs

8min

ETFs to Make Money through Higher Interest Rates

4min

Performance and Characteristics of AVLV Fund

2min

With interest rates likely to stay on the higher side, investors should realize that there is money to be made in rates staying higher for longer, and we have three ETF picks that could help you do just that.

Timestamps:

Salesforce’s Strong Quarter

Intuit’s Solid Top and Bottom Lines

Snowflake’s Mixed Quarter Results

What is Driving Interest in Active ETFs?

Why Are There Such High ETF Flows?

Are Active Investors Leaving Mutual Funds for Active ETFs?

Advantages of Active ETFs

Disadvantages of Active ETFs

How to Decide Between ETFs, Mutual Funds, or a Passive Strategy

3 ETFs That Benefit From Higher Interest Rates

Read about topics from this episode.