EASY INVESTING STARTS WITH ETFs
Whether you are investing for retirement or seeking to build wealth, iShares ETFs make it easy and cost-effective to help you to achieve your financial goals.
WHY iSHARES
Our Core ETF product line-up simplifies our offering of over 300+ ETFs to the basic building blocks of an investment portfolio. With just a handful of funds you can create a low-cost, diversified set of holdings.
Low Cost
iShares Core ETFs are low cost and help you invest more of your hard earned money.
Competitive Performance
iShares Core ETFs have offered competitive performance for over 10 years.1
Tax Efficient
Over the past 5 years, iShares Core equity ETFs have not distributed any capital gains.2
Keeping costs low can help you reach your investment goals sooner.
Expense ratio for iShares Core equity ETFs compared to active open-end equity mutual funds.
Source: Morningstar, as of 12/31/2022. Comparison is between the average Prospectus Net Expense Ratio for the iShares Core equity ETFs (0.05%) and actively managed open-end equity mutual funds in the 9 style box Morningstar categories using the oldest share class to avoid duplicates (0.93%).
Chart description: Bar chart of comparing net expense ratios of active open-ended mutual funds average to iShares Core ETFs.
iShares Core ETFs offer broad stock and bond exposures by seeking to track high-quality, established indexes. Over time, the performance can really add up.
Hypothetical growth of $10,000 over 20+ years (05/22/2000 to 12/31/2022)
Source: Morningstar as of 12/31/2022. The chart above reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted. The three active categories shown (US Active Fund Large Blend, US Active Fund Mid-Cap Blend, and US Active Fund Small Blend) are averages calculated by Morningstar that represent the equally weighted return for all actively managed mutual funds in the respective Morningstar Category.
Performance data represents past performance and does not guarantee future results. Investment return and principal value will fluctuate with market conditions and may be lower or higher when you sell your shares. Current performance may differ from the performance shown. For most recent month end performance and standardized performance, click here.
Char description: Bar chart of hypothetical growth of $10,000 over 20 years where iShares Equity ETFs outperform US mutual fund averages.
Did you know that many funds pay distributions while you’re still invested — and you pay capital gains taxes on those even if you don’t sell? Over the past 5 years, 0% of iShares U.S. Core equity ETFs paid out taxable capital gains distributions, compared to 81% of U.S. active equity mutual funds. The potential effects of taxes can be more detrimental to portfolio returns than fees.
Percentage of funds that paid capital gains over the last 5 years
Source: BlackRock as of 12/31/2022; Morningstar average of years 2018 to 2022 as of 12/31/2022. US Active Equity Mutual Funds represented by the oldest share class of each Active Open-End Equity Mutual Fund available in the United States incepted before 10/31 in each year and excludes funds that closed before 10/31 in each year.
Past distributions are not indicative of future distributions.
Chart description: Chart showing that 0% of iShares Core Equity ETFs paid capital gains vs 81% of US active equity mutual funds paid capital gains.
As markets move up and down, it’s only natural to question whether now is a good time to start investing. But over the long term, investors may want to focus on spending time in the market rather than trying to time their entry.
Hypothetical growth of $10,000 assuming 10% annual return over 10 years
For illustrative purposes only and is not indicative of the performance of any actual fund or investment portfolio. Does not include commissions, sales charges or fund management fees. The average annual return of the total US stock market over the period 1927 to 2022 was 11.8%. 10% is used as an approximation of the actual average return realized over the last 96 years. Source: Fama and French.
Chart description: Line graph where the time spent in the market is more important than when one enters the market.
GET STARTED TODAY
Three easy ways to create a portfolio using iShares Core ETFs.
You can use the featured funds below — a selection of US and international stocks and bonds — to get started by mixing and matching these building block ETFs to form a whole, diversified portfolio.
If you are looking for efficient access to markets in a more streamlined solution, consider choosing just one ETF for U.S. stocks, one for international stocks and one for bonds.
If you’d prefer an all-in-one solution, each of these Core ETFs holds a customized combination of stock and bonds based on investing style.