GO SUSTAINABLE
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SCREENED |
ETFs that are designed to eliminate exposure to certain controversial business activities that pose risks or do not align with stated preferences. |
BROAD ESG |
ETFs that invest in securities based on overall environmental, social and/or governance (ESG) performance. |
THEMATIC ESG |
ETFs that pursue specific environmental, social, governance, or SDG* issues. |
IMPACT |
ETFs that intend to contribute to measurable positive environmental, social or SDG* outcomes while pursuing financial returns. |
AIM TO MAXIMIZE GROWTH
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TRACK THE MARKET |
Equity ETFs that either seek to track a broad, market-capitalization-weighted index linked to the U.S. and international stock markets, or are in the iShares Core suite and seek to track broad indexes. Dividend-focused, "growth", "value" and “Core” style, and micro- and mega-cap ETFs are excluded. |
HARNESS MEGATRENDS |
Equity ETFs that BlackRock classifies as being within its megatrends product suite. Megatrends are what BlackRock views as long-term structural shifts in the global economy. |
MOBILIZE FACTORS |
Single and multi-factor equity ETFs, excluding single factor minimum volatility, equal-weighted and dividend-weighted ETFs. |
FOCUS ON INCOME
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DIVIDEND-FOCUSED STOCKS |
Equity ETFs that seek to track indexes with the objective of focusing on dividend-paying companies. |
BONDS WITH YIELD POTENTIAL |
Broad fixed income ETFs that seek to track indexes comprised of corporate, municipal, and emerging market bonds, and fixed income ETFs with a stated prospectus objective to optimize for yield. Duration-specific bond funds are excluded. Sector-focused bond funds, term-maturity bond funds, as well as funds that seek to own bonds with specific credit ratings are excluded. Funds that incorporate hedging strategies, ESG strategies and non-U.S. dollar-denominated are also excluded. |
SPECIALTY INCOME |
ETFs that seek to track indexes comprised of multi-asset securities that collectively seek to deliver higher current income, U.S. dollar-denominated preferred and hybrid securities, and global or U.S. real estate investment trusts (REITs ). |
NAVIGATE RISK
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AIM TO REDUCE STOCK RISK |
Minimum volatility equity ETFs and fixed income ETFs that seek to track indexes comprised of U.S. Treasury bonds with a duration of at least six years, indexes comprised of investment grade corporate bonds, or multi-sector investments with more than 90% investment grade with duration across the curve. Fixed income funds that seek to track international index exposures, target specific bond durations and sectors, are currency-hedged, employ ESG screens, or are non-U.S. dollar denominated are excluded. |
HELP MANAGE INFLATION RISK |
Fixed income ETFs that seek to track indexes comprised of inflation-protected U.S. Treasury bonds or seek to mitigate the inflation risk of a portfolio composed of U.S. dollar-denominated, investment grade corporate bonds. ETPs that seek to track the results of a fully collateralized investment in futures contracts on an index comprised of a diversified group of commodities futures or seek to provide exposure to a single physical commodity. |
SEEK TO BLUNT CURRENCY RISK |
Global or broad international equity ETFs that seek to track indexes comprised of equities while mitigating exposure to fluctuations between the value of the component currencies and the U.S. dollar. |
SEEK AN ALTERNATIVE TO CASH
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Fixed income ETFs that target securities with a duration of less than one. Term maturity, hedged, convertible and high yield ETFs are excluded. |