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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 the 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.

2019 capital gains estimates

In 2019, ~95% of iShares ETFs are not estimated to distribute capital gains. For more details, access our 2019 capital gains estimates.

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