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iShares Tax Center

Tax consequences can be significant and are often underappreciated. In 2018, 62% of mutual funds paid capital gains distributions resulting in tax liabilities while 5% of ETFs paid capital gains in the same year.1 Investors seeking to improve tax efficiency of their portfolios can look to exchange traded funds (ETFs).

Resources to help improve tax efficiency

Anticipate taxable distributions across your clients' portfolios and help control their tax liabilities.
Why taxable distributions can impact long-term performance.

The iShares advantage

While ETFs are generally more tax-efficient than traditional mutual funds, some ETF providers have been more effective than others in reducing capital gains distributions.

Percentage of funds that paid capital gains distributions over the past 5 years²

Percentage of funds that paid capital gains distributions over the past 5 years

Our technology, scale and commitment to quality set iShares apart in building tax-efficient ETFs.

2018 capital gains distributions

In 2018, 95% of iShares ETFs did not pay capital gains. For more details on which iShares funds paid capital gains distributions, visit our 2018 capital gains distributions page.

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