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.

Exchange-traded funds tend to have lower fees relative to mutual funds, according to investment experts. Fees are one of the ...

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 reduce investors’ tax bills. But those tax savings benefit certain types of investors more than ...

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 ...