Both ETFs and index mutual funds are fairly tax efficient. Capital gains, losses and dividend income related to exchange-traded funds and mutual funds are treated equally under current tax law.

Some experts say comparing average ETF fees to those of mutual funds isn't quite fair, because most ETFs have historically ...

Depending on what you want from your investments, risk tolerance, and investing strategy, it may be time to switch from mutual funds to exchange-traded funds (ETFs). Mutual funds and ETFs have ...

Discover the key advantages of mutual funds, including attractive returns, convenience, and built-in diversification.

Since early 2021, there have been more than 70 mutual fund to exchange-traded fund conversions, including nearly three dozen in 2023, according to Morningstar Direct. The primary benefit of the ...

Exchange-traded funds can help reduce annual tax bills for investors relative to mutual funds. ETF managers can generally ...

Unlike stocks or exchange-traded funds, mutual funds trade just once per day, and many investors own them as part of a defined contribution retirement plan such as a 401(k) or an individual ...

Exchange-traded funds can help reduce annual tax bills for investors relative to mutual funds. ETF managers can generally avoid distributing capital gains taxes to shareholders. The tax savings ...