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

Exchange-Traded Funds (ETFs) are more than just ways to invest; they are the basic parts of portfolios of all kinds that are ...

Explore the differences between active vs passive mutual funds, their strategies, fees, risks, and how they fit different investor profiles and goals.

Passive ETFs are required to track a specific index, investing in a basket of securities that replicate the performance of the index the fund tracks, while an active ETF doesn’t have to track an ...

Over the past 10 years, the average dollar invested in active funds outperformed the average active fund in 17 of 20 ...

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 ...

“The U.S. large-cap equity market has been a difficult place for active funds to succeed in the long run,” the report states. “Just 7% of them survived and beat their average passive rival ...

Active managers of equity funds fared the worst; actively managed bond funds performed better vs. their passive peers. Morningstar’s report is based on 4,297 funds that were operative last year.

Here, I opened my Active Bond Funds list and clicked on More to import the tickers of the mutual funds I want to add to the ETFs. Like the Screener, the Watchlist tool also has a selection of ...

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 ...