Is persistent inflation making TIPS ETFs more attractive? Hundreds of millions of dollars flowed into this niche investment in September, according to Morningstar data. Yet, there’s a debate over whether they’re an ideal way to defend against higher costs. Joining me is Dan Sotiroff to discuss what investors should know, including the risk, tax treatment, and top-rated ETFs. He’s the associate director of US passive strategies research for Morningstar. 

Ask the Analyst: TIPS ETFs Protect Against Inflation. So Why Did Mine Lose Money? 

On this episode: 
00:00:00 Welcome 
00:01:11 What TIPS ETFs Are and How They Work 
00:02:28 Can TIPS ETFs Help Against Elevated Inflation? 
00:04:39 Where Investor Money Is Going and How TIPS ETFs Performed 
00:07:07 How Interest Rates Affect TIPS ETFs, Plus Other Risks 
00:09:13 How TIPS ETFs Are Taxed 
00:10:57 Gold- and Silver-Rated TIPS ETFs and Key Takeaways 

Listen to more from Morningstar: 

The Smartest Moves for Bond Investors Today, and What to Do When You Have Too Many Investments 

14 Elite Funds and ETFs, and 5 Popular Funds That Just Missed the Mark 
Why Are Some of the Strongest Stocks Struggling This Year? 

 

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