Learn when to recommend active vs passive ETFs to clients. Expert guidance on costs, performance expectations, and portfolio allocation strategies for advisors.

Some funds engage in what’s called active management, in which the fund’s manager picks and chooses securities to buy and sell, and when to do so. This approach is more typical for mutual funds.

As a whole, Morningstar says that most active fund managers failed to capitalize on volatility, dropping from a 47% success rate against average passive funds in midyear 2021 to 40% in midyear 2022.

The WisdomTree U.S. Quality Dividend Growth Fund(NASDAQ: DGRW) is one of several exchange-traded funds (ETFs) focused on ...

Tony Salgado, president and founder of AMS Wealth, as shown in this handout photo, says the investment decision between ETFs and mutual funds boils down to financial goals, risk tolerance and time ...

The dramatic increase in the popularity of exchange-traded funds represents one of the biggest changes in financial markets over the past three decades and has largely come at the expense of actively ...

Exchange-Traded Funds (ETFs) and mutual funds are popular investment vehicles, both offering unique advantages for investors. While they share some similarities, particularly in terms of portfolio ...

Active ETFs are still a relatively small corner of the market, accounting for just 10% of overall industry assets, even as they’ve taken in a record share of the nearly $462 billion sent to ETFs ...

Combined, the top 10 holdings in the Vanguard Value ETF make up 22.5% of the fund compared to 36.2% for the top 10 holdings in the Vanguard S&P 500 ETF. A quality yield at a good value ...

Active ETFs now outnumber passive ones for the first time, with roughly 51% of nearly 4,300 US-listed exchange-traded funds being actively managed. The number of active ETFs has more than doubled ...