Most large-cap growth investors default to QQQ or VUG and never look back. That instinct is reasonable, but it has cost them ...

[The “active” versus “passive” investment debate has raged for decades fueled by performance comparison reports like SPIVA, Alpha Architects, and many others chronicling how a large cross-section of ...

Funeral March In Tuesday's article "The Dying Business of Picking Stocks," The Wall Street Journal all but buried active stock management. According to the Journal, the great mutual fund battle is ...

The debate between active and passive management has been going on for years. And while active management has faced headwinds over the past decade or so, it’s starting to reclaim dominance over ...

Quick Read Closet indexing is still common. Some funds charge active management fees but hold portfolios that closely resemble their benchmark, which increases the risk of underperforming low-cost ...

Just how actively managed is your actively managed mutual fund? And, more importantly, what’s the real pay-off for all that activity? These long-standing questions took center stage with the recent ...

Active management in ETFs are gaining market share in 2023, as leading managers bring their best ideas into the ETF industry. As of July 31, 169 active ETFs had launched in 2023, comprising nearly 70% ...

The last decade has been a gift to passive index investors. U.S. large-cap equity enjoyed a great run beginning January 1, 2009, producing 14.7% in annualized returns in the S&P 500, an index that has ...

A year-long analysis of active mutual funds and ETFs reveals that just 33% outperformed their passive counterparts on an asset-weighted basis, down 14 percentage points year-over-year. US equity ...

As the financial landscape continues to evolve, active ETFs are emerging as a pivotal player in the investment ecosystem, offering a unique combination of transparency, flexibility, and active ...

Investors have added money to actively managed exchange-traded funds in recent years, while pulling money from active mutual funds. That's largely because of ETF cost advantages, including lower ...