Learn More About Smart Beta Investing

Capital at risk. All financial investments involve an element of risk. Therefore, the value of the investment and the income from it will vary and the initial investment amount cannot be guaranteed.

Explore Smart Beta

iShares smart beta ETFs primarily focus on factors that have been identified to help deliver potentially higher risk-adjusted returns than the broad market.1 Discover how smart beta ETFs can potentially capture single or multiple factors transparently.

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smart beta manage risk With iShares Edge Minimum Volatility ETFs, investors have the opportunity to gain broad market exposure, but with the potential for less risk.

View all iShares minimum volatility ETFs

The [funds/strategy] should not be considered low risk in absolute terms and may not be suitable for cautious investors.

 

smart beta power enhance Factors are broad, persistent drivers of historical return that can help explain why stocks and bonds behave the way they do1. Today, investors can access factors strategies via transparent smart beta ETFs.

View all iShares single factor and multifactor ETFs

Capital at risk. All financial investments involve an element of risk. Therefore, the value of the investment and the income from it will vary and the initial investment amount cannot be guaranteed.

 

1 Published research showing the historical outperformance of these factors includes:
– J. Bender, R. Briand, D. Melas, R, A. Subramanian, "Foundations of Factor Investing." MSCI, December 2013
– Value: J. Lakonishok, A. Shleifer, R. Vishny, “Contrarian Investment, Extrapolation, and Risk.” Journal of Finance, 1994.
– Momentum: N. Jegadeesh and S. Titman, “Returns to Buying Winners and Selling Losers: Implications for Stock Market Efficiency.”
Journal of Finance, 1993.
– Quality: R. Sloan, “Do Stock Prices Fully Reflect Information in Accruals and Cash Flows About Future Earnings.” Accounting Review,
1996.
– Low volatility: R. Clarke, H. Silva and S. Thorley, ”Minimum-Variance Portfolios in the U. S. Equity Market,” Journal of Portfolio
Management, 2006

There can be no assurance that performance will be enhanced or risk will be reduced for funds that seek to provide exposure to certain quantitative investment characteristics ("factors"). Exposure to such investment factors may detract from performance in some market environments, perhaps for extended periods. In such circumstances, a fund may seek to maintain exposure to the targeted investment factors and not adjust to target different factors, which could result in losses.

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