Active ETFs: What Investors Need to Know

These products are exploding in popularity. We tackle the benefits, drawbacks, and misconceptions surrounding this rapidly evolving space.

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.

01:10 Active vs Passive ETFs

02:17 What’s Driving the Growth of Active ETFs?

04:01 Why Some Active ETFs Are More Successful Than Others

06:00 Active ETFs that Managers Have Shied Away From

08:29 Who Should Invest in Active ETFs?

11:39 Misconceptions About Active ETFs

15:20 Top-Rated Active ETFs

19:20 What’s Next for Active ETFs?



Read about topics from this episode.

Morningstar's Guide to US Active ETFs https://www.morningstar.com/business/...

Active ETFs are Soaring. Should You Invest? https://www.morningstar.com/funds/act...

3 Great Active ETFs for Bond Investors https://www.morningstar.com/funds/3-g...

The Best Active ETFs to Buy https://www.morningstar.com/etfs/best...

Here’s Why Active ETFs Are So Hot Right Now https://www.morningstar.com/funds/her...

How to Choose Great ETFs for the Long Term https://www.morningstar.com/funds/how...





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Read what our team is writing:

Sarah Hansen https://www.morningstar.com/people/sa...

Bryan Armour https://www.morningstar.com/people/br...

Ryan Jackson https://www.morningstar.com/people/ry...

Daniel Sotiroff https://www.morningstar.com/people/da...



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