Daniel Sotiroff

Dan Sotiroff, a senior manager research analyst at Morningstar Research Services, discusses Vanguard's recent fee cuts on nearly 90 funds, emphasizing how these modest reductions could significantly benefit investors. He explains the motivations for these cuts, including competitive pressures from firms like BlackRock. Additionally, hosts David Sekera and Susan Dziubinski introduce their new podcast segment, The Morning Filter, aimed at helping investors make sense of market noise with valuable insights on stock performance and economic trends.

Bryan Armour, an ETF specialist from Morningstar, and Dan Sotiroff, editor of ETF Investor, explore top-performing ETFs for income investors. They discuss how factor investing impacts dividend strategies, detailing a checklist for selecting dividend ETFs. Highlights include gold-rated Vanguard and Schwab funds. Sotiroff explains the rising popularity of bond ETFs in 2025, discussing their stability and diverse options like Fidelity's core-plus fund. They also delve into the attraction of covered-call ETFs, balancing current income with long-term growth risks.

Dan Sotiroff, a senior manager research analyst at Morningstar Research Services and editor of the Morningstar ETFInvestor newsletter, dives into the booming world of bond ETFs in 2025. He explains why investors are flocking to these funds and compares the flows between passive and actively managed options. Sotiroff outlines four major types of bond ETFs and emphasizes the stability that core ETFs bring to portfolios. He highlights top picks like Vanguard's BND and Fidelity's Total Bond ETF, also discussing the trade-offs and risks associated with higher-yield bond ETFs.

Daniel Sotiroff, a Senior Manager Research Analyst at Morningstar, dives into the intriguing results of his report on fund performance. He reveals that short-term success often fades quickly, with top-quartile funds losing their edge within three years. Discover how passive funds mirror these trends and why randomness plays a significant role. Sotiroff also highlights that volatility can drastically reduce performance persistence and emphasizes the importance of management processes over past returns for long-term success.

Dan Sotiroff, a Senior Manager Research Analyst at Morningstar, dives into the world of Treasury Inflation-Protected Securities (TIPS) and their ETFs. He explains how TIPS can safeguard investments against inflation and discusses their surprising performance in 2025. Listeners learn about the risks of higher interest rates, the differences between short- and long-term TIPS, and which accounts are best for holding them. Dan also shares his top picks for TIPS ETFs, making it a must-listen for savvy investors seeking stability in turbulent markets.