What are iShares Core ETFs?

iShares Core ETFs (exchange traded funds) are broad stock and bond index funds that are designed to be long term portfolio holdings. These ETFs are a low cost and tax-efficient way to help build a strong foundation for a portfolio.

The iShares lineup of Core ETFs is designed to help you create well-diversified portfolios that meet your clients’ investment goals.

Why iShares Core ETFs?

Low cost

Low cost

iShares Core ETFs cost about 1/10th as much as a typical mutual fund and can help build a strong foundation
for a portfolio.1

Quality

Quality

iShares consistently delivers quality ETFs that clients globally rely on to invest for the future.2

Simplicity

Simplicity

With just two or three iShares Core ETFs, investors can easily build a broadly diversified portfolio across major asset classes.

Build a strong portfolio for your clients

core builder logo

5 quick questions to start a core conversation

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.

core builder logo

Build a strong portfolio
for your clients

5 quick questions to start a core conversation

core builder logo
core builder logo

Question 1

What is your client’s investment style?

Conservative
Moderate
Aggressive

Consider risk versus return

Your client’s comfort with risk can depend on previous investment experience, performance goals, time horizon, and net worth. In general, the higher the target return, the greater risk your client will have to take.

Question 2

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

Pause and reflect

Your client’s risk tolerance is key to establishing on an overall portfolio mix. While your client is aware that markets move up and down, you should carefully consider how your client would react in the event of a possible downturn.

Question 3

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

Think of the future

Keeping in mind the constant movement of markets, now consider what your client would do in an up market. You should take into consideration both your client’s current gains and long-term financial goals.

Question 4

How long does your client plan to stay invested?

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

Estimating your client’s time horizon

Your client’s investment goals may be far in the future, or they could be right around the corner. Your client’s time horizon will shape the path needed to reach these goals.

Question 5

How much is your client’s initial investment?

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 your client has to invest, a well-diversified core can help reduce risk over the long-term. Use iShares Core Funds as the essential building blocks in client portfolios and add other kinds of investments to customize for specific goals.

What are iShares Core Funds?

The iShares suite of Core Funds is designed to help your clients create a well-diversified portfolio that can meet individual needs and investing goals. Learn more about iShares Core ETFs.

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?

The iShares Core Builder creates a customized portfolio, designed to fit your client’s investing style, that can help build a solid foundation for your client’s long-term holdings. This portfolio can be shared with your client.

Learn more about iShares ETFs
Exchange traded funds have become increasingly popular with all types of investors. While these versatile vehicles come in many “models,” their underlying mechanics are essentially the same. Here’s a look at how they’re structured and trade in the markets.
ETF education ETF education
ETF Education
Advisor Icon

Access ETF educational content