See How iShares Can Help You Keep More

Whether preparing for a comfortable retirement, seeking a steady income stream, or putting a plan in place for generations to come, iShares Funds can help you keep more of your earnings.

Ways iShares Funds Can Help You Keep More

iShares Funds cost about 1/3 as much as the typical mutual fund.1

The impact of expenses on your fund’s performance magnifies over time, making low fees especially important for long-term investments.

On average, the tax costs for iShares Funds are half that of the average active mutual fund.2

You may owe taxes on your funds even if you didn’t sell any shares during the year, potentially eating into returns.

For more information on the differences between iShares ETFs and mutual funds, please click here.

Over time, index ETFs have outperformed the average actively managed mutual fund in their associated investment categories.

For example, the flagship Core S&P 500 ETF (IVV) has outperformed 88% of active mutual funds in its Morningstar category over a 10-year period.3

Your savings can really add up over time

In this example, you could save $60,000 with iShares Funds.

iShares funds are low cost.

Hypothetical growth of $250,000 chart 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 graph is shown for illustrative purposes only and is not indicative of any actual fund or investment portfolio.

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1Morningstar, as of 6/30/14. Comparison is between the average Prospectus Net Expense Ratio for the oldest share class of iShares ETFs (0.37%) and active Open-End Mutual Funds (1.12%) that are available in the U.S. and have 10 year track records (excluding municipal bond and money market funds).

2“Tax cost” is a Morningstar measure of the impact of taxes on capital gains and income distributions on performance. The average tax cost of the iShares ETFs and active Open-End Mutual Funds included in the comparison = 0.53% and 1.05%, respectively.

3Source: Morningstar, as of 2/28/14. Post-tax comparison made between the returns at NAV of IVV and the oldest share class of all active Open-End Mutual Funds within the U.S. Large Cap Blend Morningstar category that were available in the U.S. at the beginning of the investment period. Returns assume the highest federal tax rate, but no state or local taxes, on distributions and assume that investors did not sell the funds at period end. If a Mutual Fund closed during the timeframe, it is assumed to have underperformed. Actual after-tax performance depends on an investor’s tax situation and may differ from that shown. Performance may be different for other time periods.

Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained visiting the iShares ETF prospectus pages. Read the prospectus carefully before investing. Investing involves risk, including possible loss of principal.

Investing involves risk including loss of principal. The opinions presented are those of Kate Moore, Chief Equity Strategist, as of September 9th, 2016 and may change as subsequent conditions vary. Individual portfolio managers for BlackRock may have opinions and/or made investment decisions that may, in certain respects, not be consistent with the information contained in this presentation. This is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The information and opinions contained in this presentation are derived from proprietary and nonproprietary sources deemed by BlackRock to be reliable, are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the viewer.

Transactions in shares of ETFs will result in brokerage commissions and will generate tax consequences. All regulated investment companies are obliged to distribute portfolio gains to shareholders.

The information provided is not intended to be tax advice. Investors should be urged to consult their tax professionals or financial advisors for more information regarding their specific tax situations.

The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”).

©2017 BlackRock, Inc. All Rights Reserved. BLACKROCK, BLACKROCK SOLUTIONS and iSHARES are registered trademarks of BlackRock, Inc. All other trademarks are those of their respective owners.

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