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INVESTING WITH BOND ETFs
Financial advisors are turning to bond ETFs to help them achieve their fixed income allocation goals while keeping costs low.
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GETTING STARTED WITH BOND ETFs
Whether your clients' goals are income, capital preservation or equity diversification, iShares bond ETFs can help you meet their needs.
HOW TO BLEND BOND ETFs AND ACTIVE FUNDS
The BlackRock Bond Pyramid showcases ways to blend active funds with bond ETFs to help meet portfolio goals or prepare for changing markets.
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IMPROVING PORTFOLIO OUTCOMES
Discover how the diversification and liquidity characteristics of bond ETFs could help improve portfolio outcomes when blended with individual bond holdings.
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1 Source: BlackRock calculation using fund performance rankings from Morningstar, as of 3/31/20. Comparison universe is ETFs and mutual funds in the Morningstar category and uses total return. Overall figure is a weighted average of the percentage of funds that the iShares bond ETFs have outperformed in each Morningstar category, weighted based on the number of funds in the Morningstar category. The funds outperformed 51%, 54% and 48% of peers on a 1, 5 and 10 year basis, respectively. Performance may be different for other time periods.
2 Source: Morningstar as of 6/30/20. Comparison is between the Prospectus Net Expense Ratio for the average Fixed Income iShares ETF (0.19%) and the average Fixed Income Open-End Mutual Fund (0.88%) available in the U.S. ex money market funds.
3 TRACE and Makit iBoxx from 6/1/2020 to 6/30/2020.
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 www.iShares.com or www.blackrock.com. Read the prospectus carefully before investing.
Investing involves risk, including possible loss of principal.
Fixed income risks include interest-rate and credit risk. Typically, when interest rates rise, there is a corresponding decline in bond values. Credit risk refers to the possibility that the bond issuer will not be able to make principal and interest payments.
Shares of iShares ETFs may be bought and sold throughout the day on the exchange through any brokerage account. Shares are not individually redeemable from the ETF, however, shares may be redeemed directly from an ETF by Authorized Participants, in very large creation/redemption units.
Transactions in shares of ETFs may result in brokerage commissions and will generate tax consequences. All regulated investment companies are obliged to distribute portfolio gains to shareholders.
The iShares Short Maturity Bond ETF will invest in privately issued securities that have not been registered under the Securities Act of 1933 and as a result are subject to legal restrictions on resale. Privately issued securities are not traded on established markets and may be illiquid, difficult to value and subject to wide fluctuations in value. Delay or difficulty in selling such securities may result in a loss to the iShares Short Maturity Bond ETF. The Fund may invest in asset-backed (“ABS”) and mortgage-backed securities (“MBS”) which are subject to credit, prepayment and extension risk, and react differently to changes in interest rates than other bonds. Small movements in interest rates may quickly reduce the value of certain ABS and MBS.
There can be no assurance that an active trading market for shares of an ETF will develop or be maintained.
This material does not constitute any specific legal, tax or accounting advice. Please consult with qualified professionals for this type of advice.
This information should not be relied upon as research, investment advice, or a recommendation regarding any products, strategies, or any security in particular. This material is strictly for illustrative, educational, or informational purposes and is subject to change.
The iShares Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”).
© 2020 BlackRock, Inc. All Rights Reserved. BLACKROCK and iSHARES are registered trademarks of BlackRock, Inc. All other trademarks are those of their respective owners.
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