Investing Insights

Active ETFs- What Investors Need to Know

Jun 28, 2024

Morningstar Research Services' Bryan Armour, Ryan Jackson, and Daniel Sotiroff discuss the growth of active ETFs, successful strategies, challenges, and misconceptions. They highlight top-rated active ETFs, who should invest in them, and what's next for the market.

26:50

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Episode guests

Daniel Sotiroff

Ryan Jackson

Bryan Armour

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Episode notes

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Quick takeaways

Active ETFs offer tax efficiency and lower costs compared to traditional mutual funds.

Successful active ETFs focus on income generation and low-cost, broadly diversified strategies.

Deep dives

Explanation of Active ETFs and Differences from Passive Ones

Active ETFs are mutual funds that trade on a stock exchange, offering tax efficiency and lower costs compared to traditional mutual funds. Passive ETFs track an index, while active managers have discretion over their portfolio decisions.

Intro

2min

Exploring the Active ETF Market: Challenges, Successes, and Trends

14min

Exploring Successful Active ETF Strategies

4min

Understanding Active Management in ETFs

6min

Conclusion and Announcements at Morningstar Investment Conference 2024

2min

Morningstar Research Services’ Bryan Armour, director of passive strategies research for North America; Ryan Jackson, senior manager research analyst; and Daniel Sotiroff, senior manager research analyst discuss what’s driving the rapid of growth active ETFs and how their tax efficiency and lower costs make them an easy win for investors. The team joins host Sarah Hansen, Morningstar Inc. markets reporter, at the 2024 Morningstar Investment Conference.

Active vs Passive ETFs

What’s Driving the Growth of Active ETFs?

Why Some Active ETFs Are More Successful Than Others

Active ETFs that Managers Have Shied Away From

Who Should Invest in Active ETFs?

Misconceptions About Active ETFs

Top-Rated Active ETFs

What’s Next for Active ETFs?

Read about topics from this episode.

Morningstar's Guide to US Active ETFs

Active ETFs are Soaring. Should You Invest?

3 Great Active ETFs for Bond Investors

The Best Active ETFs to Buy