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The iShares Tax Center

In 2017, 70% of mutual funds paid capital gains, creating a tax liability for investors.1 Now more than ever, it’s important for investors to consider tax efficiency when building a portfolio.

How to build a tax-efficient portfolio

Anticipate taxable distributions across your portfolio and stay in control of your clients' tax liabilty.
Tax costs are an important part of total performance. Not all ETFs are created equal.

What sets iShares ETFs apart from the competition?

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. 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 years2

Interactive chart: 5-year capital gains

Learn about our suite of iShares Core ETFs (exchange traded funds) -- a low cost and tax-efficient way to help build a strong foundation for a portfolio.

2018 capital gains estimates

In 2018, ~95% of iShares ETFs are not estimated to distribute capital gains. For more details, access our 2018 capital gains estimates.


Additional tax resources

Read about capital gains and how to build tax efficiency into a portfolio.
Deliver fiduciary value with tax-efficient ETFs. For professionals only.  
Understanding iShares ETF dividend distributions.