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iShares Edge Smart Beta ETFs

At 1/6th the cost of comparable actively managed funds*, iShares Edge Smart Beta ETFs provide cost efficient ways to gain exposure to historically proven drivers of return, often called factors. They are easy to incorporate into a portfolio, focus on individual and multiple factors, and span several asset classes.


iShares Edge Smart Beta ETFs vs. comparable actively managed funds

Provides access to proven drivers of return at 1/6th the cost* of comparable actively managed mutual funds. Start by selecting a style box.
VALUE
BLEND
GROWTH
LARGE CAP
LARGE CAP
MID CAP
MID CAP
SMALL CAP
SMALL CAP

VLUE has delivered better returns vs. actively managed value funds

Compare the growth of a hypothetical $10,000 investment in our VLUE ETF to an average of comparable actively managed value funds.
chart chart Past performance does not predict future returns.View standardized performance for iShares ETFs.
VLUE
ACTIVELY MANAGED VALUE FUNDS
Average of comparable actively managed large cap value mutual fundsExpense ratio: 1.15%

QUAL has delivered better returns vs. actively managed blend funds

Compare the growth of a hypothetical $10,000 investment in our QUAL ETF to an average of comparable actively managed blend funds.
chart chart Past performance does not predict future returns.View standardized performance for iShares ETFs.
QUAL
ACTIVELY MANAGED BLEND FUNDS
Average of comparable actively managed large cap blend mutual fundsExpense ratio: 1.05%

MTUM has delivered better returns vs. actively managed growth funds

Compare the growth of a hypothetical $10,000 investment in our MTUM ETF to an average of comparable actively managed growth funds.
chart chart Past performance does not predict future returns.View standardized performance for iShares ETFs.
MTUM
ACTIVELY MANAGED GROWTH FUNDS
Average of comparable actively managed large cap growth mutual fundsExpense ratio: 1.04%

Efficiently access the same historically persistent drivers of return active managers have used for decades with iShares Edge Smart Beta ETFs. They offer the potential for broad market outperformance and align with style box exposures of large-cap value, blend and growth.

Performance is year-to-date as of previous trading day's close. The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by clicking on the fund tickers above.

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