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.

While the mutual fund universe is much larger than that for exchange-traded funds, more and more investors are discovering that they can save huge amounts in both fees and taxes and put more money ...

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

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 ...

Use these recommended mutual and exchange-traded funds to construct a portfolio that’s built to last. When Money magazine introduced the MONEY 70 list in 2007, the investing landscape sure was ...

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 ...