A Great Way to Help You Meet Your Goals

Exchange Traded Funds (ETFs) combine features of mutual funds and stocks. With low overall costs, access to hundreds of companies and trading flexibility, ETFs can be a powerful addition to your portfolio.

 

ETFs Offer Familiar Benefits

Similar to mutual funds, ETFs are diversified mixes of stocks or bonds that are managed by experienced professionals. The difference is that ETFs typically offer a few extra perks, including lower fees, tax benefits and the ability to buy and sell throughout the day as long as the market is open.

Stock Mutual Fund ETFs

 

To view a list of the differences between mutual funds and ETFs, see Know the Differences.

 

* Source: BlackRock. Does not include commissions, sales charges, or fees. Assumes a 1% annual tax "cost" on a $100,000 starting portfolio growing at an 8% annualized return over 10 years.

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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.

Diversification and asset allocation may not protect against market risk or loss principal.

There can be no assurance that an active trading market for shares of an ETF will develop or be maintained.

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.

Certain traditional mutual funds can also be tax efficient.

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.

Investment comparisons are for illustrative purposes only. To better understand the similarities and differences between investments, including investment objectives, risks, fees and expenses, it is important to read the products' prospectuses.

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

BlackRock does not provide tax advice. Please note that (i) any discussion of US tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.

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