logo
episode-header-image
Jul 2024
13m 48s

BOXX ETF: Cash-Like Returns Without the ...

MORNINGSTAR
About this episode

Manager research analyst Lan Tran with Morningstar Research Services breaks down the strategy of the Alpha Architect 1-3 Month Box ETF, how investors can take advantage of what it has to offer, and whether this fund is worth the hype.

What Makes BOXX ETF Stand Out  

What is a Box Spread?  

Tax Advantages 

Is BOXX ETF Delivering on its Promises?

Will BOXX ETF Attract Investors If Cash Yields Drop?

How Investors Can Take Advantage of BOXX ETF

Will There Be More ETFs Like BOXX?

Key Takeaways  

 

Read about topics from this episode.  

This Bond ETF Promises T-Bill Returns Without Taxable Income

Alpha Architect 1-3 Month Box ETF

A Tax-Aware Alternative to Cash

How to Maximize the Tax Efficiency of ETFs

The Real Tax Magic of ETFs

 

What to watch from Morningstar.

Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?

How to Find a Great Dividend Fund

SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?

Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?

 

Read what our team is writing:

Lan Anh Tran

Margaret Giles

 

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar... 

LinkedIn: https://www.linkedin.com/company/5161/

Up next
Oct 3
How Inflation, AI, and Budget Battles Will Shape the Stock Market in Q4
Investors’ exuberance is fueling this year’s stock rally, but will key economic risks dampen the market’s mood? The current bull run has lifted stocks from their springtime lows to higher levels in autumn. The artificial intelligence boom is one of the big factors driving it. Mea ... Show More
23m 33s
Sep 26
Is Your Dividend Income at Risk? Here’s How to Spot Dividend Traps
It might be tempting to buy dividend stocks with the highest yields, but not all dividend payers are safe. Those big payouts could be signaling that a company’s fundamentals are cracking. Looming financial risks could wreak havoc on income-focused investors’ portfolios. But there ... Show More
14m 49s
Sep 19
Should You Hold Cash Investments After the Fed Cuts Interest Rates?
There’s a tug-of-war between investing in cash and long duration bonds in today’s interest environment. The longer-end of the yield curve may look more appealing since anticipation is building about interest rate cuts. Morningstar’s economics team and market watchers are predicti ... Show More
18m 26s
Recommended Episodes
Nov 2024
ETF Explained: Australia's most popular dividend ETF - Vanguard Australian Shares High Yield ETF (VHY)
If you are looking for ETFs focused on generating income, they are in no short supply. In this episode of ETF Explained; we breakdown one of the most popular dividend ETFs in our community; Vanguard Australian Shares High Yield ETF (VHY). We see how it compares to other income ET ... Show More
15 m
Jul 2021
E87 – Moonshot ETFs for Clean Energy & Autonomous Tech
As the summer wears on, both equity and fixed income markets have been heating up with volatility. Investors looking to cool off can turn to the longer-term trends that extend beyond the next 12 to 18 months – including Clean Energy, Autonomous Tech, Space Tourism and ESG bonds. ... Show More
30m 14s
Jan 2025
E251 – A Record-Breaking Year for Canadian ETFs
The Canadian ETF industry ended 2024 with a bang—shattering several records. In this episode, Portfolio Manager Matt Montemurro, ETF Strategist Bipan Rai, and your host, Skye Collyer, delve into the trends driving growth and which ETFs dominated flows.  The episode was recorded l ... Show More
27m 58s
Oct 2020
2. ETFs For Beginners - What Are Your Options w/ BetaShares
ETFs For Beginners with BetaShares is a series to help you understand everything you need to know about ETFs when you're starting your investing journey. Over 3 episodes we unpack all the kay elements from the basics, through to the administration after you buy.In this episode we ... Show More
30m 40s
Feb 2024
Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And “Interesting” VIX Opportunities
Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more.Dean Curnutt, founder and CEO of Macro Risk Advisors, joins Forward Guidance to share how the ongoing bull market has led to a bear market ... Show More
1h 24m
Dec 2024
E248 – A Deep Dive on Long-Short Strategies
In this episode, special guest, Lu Lin, and your host, Zayla Saunders, take a deep dive into long-short strategies—revealing why they believe this new era of liquid alternatives is game changer for investors. Zayla Saunders is a Senior Associate for Online Distribution at BMO Exc ... Show More
16m 47s
Jul 2024
Ether ETFs dip on first day
Spot ether ETFs close out first trading day lower as ether price slips. (00:27) Tesla (TSLA) earnings call: Elon Musk talks robotaxi delay, energy upside, discounting downside, and calls out Nvidia. (02:03) CrowdStrike (CRWD) blames bug in content update for global Windows meltdo ... Show More
5m 55s
Aug 19
Smart ways to use leveraged ETFs to supercharge your portfolio
Leveraged ETFs are on trend for investors, but with greater rewards comes greater risk. In this episode of Stocks in Translation, GraniteShares founder & CEO Will Rhind joins host Jared Blikre and Senior Reporter Brooke DiPalma to discuss the rise of leveraged ETFs and options-ba ... Show More
24m 46s
Aug 28
Nvidia's Earnings Make Investors Antsy & The Retail Battle of Jeans
Episode 658: Neal and Toby discuss Nvidia’s earnings and what it means for AI across the tech industry. Then, OpenAI changes its policies for teenagers and retailers are battling over… Jean campaigns. Neal shares his top numbers from reading a week’s worth of news. Then finally t ... Show More
29m 39s