iShares Core ETFs

The quality you expect, now at a lower cost

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

iShares Core Builder

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Have your client answer five quick questions to design your personalized iShares Core - it can help you keep more of what you earn.

What are iShares Core Funds?

Our suite of Core Funds is designed to help you create a well-diversified foundation for your portfolio that meets your individual needs and investing goals.

Why iShares?

  • Cost about 90% less than the typical mutual fund1.
  • Designed to make it easy to build a broadly diversified portfolio.
  • Quality ETFs that are tax efficient and track respected, well-known indexes.

1 Source: Morningstar, as of 9/30/15. Comparison is between the average Prospectus Net Expense Ratio for the iShares Core Series ETFs (0.12%) and the average Prospectus Net Expense Ratio of active open-end mutual funds (1.27%) available in the U.S. (excluding municipal bond and money market funds) on 9/30/2015

What will I get from this tool?

You'll receive a customized portfolio, designed to fit your investing style, to help build a solid foundation for your long-term holdings. You can share this information with your financial advisor or purchase directly through any brokerage account.

START
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Build a strong core portfolio

Answer 5 quick questions to start.

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Question 1

What do you consider your investment style to be?

Conservative
Moderate
Aggressive

Consider risk versus return

Your comfort with risk can depend on your previous investment experience, performance goals, time horizon, and net worth. In general, the higher return you want, the greater risk you'll have to take.

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Question 1 of 5

Question 2

If the market sees a big downward swing how would you react?

Pause and reflect

Your risk tolerance is key to deciding on your overall portfolio mix. So even when you know that markets constantly move up and down, you should carefully consider these peaks and valleys - and how much of your total investment you're really willing to risk on a possible long-term downturn.

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Question 2 of 5

Question 3

If the market sees a big upward swing how would you react?

Think of the future

Keeping in mind the constant movement of markets, now consider what you would do in an up market. You should take into consideration not just current gains, but also your long-term financial goals.

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Question 3 of 5

Question 4

How long do you plan to keep your assets invested for?

1-5
6-10
11-20
21-30
31+
YEARS

Estimating your time horizon

Your investing goal may be far in the future, or it could be right around the corner. How many years you have to reach your goals will shape your portfolio.

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Question 4 of 5

Question 5

How much would your initial investment be?

Why does the amount matter?

As your portfolio increases in size you can incorporate a larger number of funds to further diversify your portfolio and access more targeted exposures.

Laying the foundation

No matter how much you have to invest, a well-diversified core can help reduce your overall risk long-term. You can use iShares Core Funds as the essential building blocks of your portfolio and add on other kinds of investments to customize for your specific goals.

RESULTS
BACK
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Question 5 of 5

What are iShares Core Funds?

Our suite of Core Funds is designed to help you create a well-diversified foundation for your portfolio that meets your individual needs and investing goals.

Why iShares?

  • Cost about 90% less than the typical mutual fund1.
  • Designed to make it easy to build a broadly diversified portfolio.
  • Quality ETFs that are tax efficient and track respected, well-known indexes.

1. BlackRock and Morningstar, as of 12/31/16. Comparison is between the average Prospectus Net Expense Ratio for the iShares Core Series ETFs (0.08%) and the average Prospectus Net Expense Ratio of active open-end mutual funds (1.17%) available in the U.S. on 12/31/16.

What will I get from this tool?

You'll receive a customized portfolio, designed to fit your investing style, to help build a solid foundation for your long-term holdings. You can share this information with your financial advisor or purchase directly through any brokerage account.

Ways to invest in
iShares Core ETFs

Stocks

Invest in stock markets with ease. iShares Core ETFs offer a variety of low cost, diversified exposures to U.S. and international stocks.

Bonds

Gain low cost access to U.S. and international bonds, from broad market exposures to specific sectors.

Core portfolio with one fund

Get a diversified core portfolio with iShares Core Allocation Funds, which include essential stock and bond exposures.

Dive deeper into iShares Core ETFs

Just a few funds can create a core portfolio with broad exposures to stocks and bonds.

Low cost matters

iShares Core ETFs cost about 1/10th as much as the typical mutual fund.1

View the iShares Core ETF lineup

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