The iShares Tax Center

We are here to help

iShares ETFs are built and managed with tax efficiency in mind. Learn more about the differentiated tools and resources iShares offers that can help investors build tax-efficient portfolios.

The iShares advantage

While ETFs are generally more tax efficient than mutual funds, some ETF providers have been more effective than others in reducing capital gains distributions. Our technology, scale and commitment to quality set iShares apart in building tax-efficient ETFs.

Percentage of funds that paid capital gains distributions over the past 5 years1

Interactive chart: 5-year capital gains

3 easy steps to help build a tax-efficient portfolio

Seek to significantly minimize capital gains distributions Seek to minimize capital gains distributions
Harvest losses to offset gains Harvest losses to offset gains
Consider replacing underperforming funds with tax-efficient, low cost ETFs Consider replacing underperforming funds with tax-efficient, low cost ETFs

 

Additional tax resources

2016 Capital gains distribution information

2016 Capital gains distribution information

Access 2016 capital gains distribution information for iShares ETFs.

Financial, tax and legal documents

Financial, tax and legal documents

Obtain summary prospectuses and reports on iShares ETFs.