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BUILD WITH iSHARES ETFS

INDEX THE CORE WITH iSHARES ETFS

Think index means average? Think again. iShares are low cost, tax efficient and offer competitive performance potential. Explore how indexing the core can help simplify building a diversified, low cost and tax efficient portfolio.
Video 2:24

ETFs: INVESTING MADE EASY

ETFs are low cost, tax efficient and transparent and can make investing as easy as choosing a playlist of songs. Help your clients get invested and stay invested.

 

Picking individual stocks can be exciting.  But it can also be difficult. It takes time to find the right companies. And even then, the initial excitement can quickly turn to fear if the stock you pick doesn’t perform well. 

 

This is why investors may want to consider complementing their single stock allocations with a long-term investment strategy that aims to keep you on track to meet your future financial goals, regardless of the performance of a single stock.

 

Exchange Trade Funds or ETFs can help you do just that.

 

The best part is - it can be as easy as choosing a playlist of songs.

 

When you want to listen to songs from a certain era or genre, it takes time and effort to research artists, pick individuals songs, buy those songs, and put it all together.

 

It’s much easier, quicker & cheaper to choose a curated playlist like “Today’s Top Hits” or “80s Rock”.

 

Like a playlist is a group of songs, an ETF is a diversified group of stocks that often seeks to track an index, like the S&P 500.

 

Whether you’re looking to invest in a particular sector, a specific geography, or theme, ETFs can give you exposure to companies that align with your views on the market, all while minimizing the risk of picking a single company that may ultimately not perform well.

 

And like playlists make it easier for people to listen to music they like,

ETFs make it easier for people to get invested and stay invested.

They’re low cost - which can help you invest more of your hard-earned money they’re generally tax efficient - helping you keep more of what you earn. And they’re transparent - Allowing you to see what you own and keep your asset allocation in check.

 

Whether you’re looking to build wealth, or to just save up for a vacation, iShares ETFs can make investing as easy as choosing a playlist of songs.

 

Get started today with iShares ETFs.

 

Visit www.iShares.com to view a prospectus, which includes investment objectives, risks, fees, expenses and other information that you should read and consider carefully before investing.

 

Investing involves risk, including possible loss of principal.

 

International investing involves risks, including risks related to foreign currency, limited liquidity, less government regulation and the possibility of substantial volatility due to adverse political, economic or other developments. These risks often are heightened for investments in emerging/developing markets and in concentrations of single countries. Funds that concentrate investments in specific industries, sectors, markets or asset classes may underperform or be more volatile than other industries, sectors, markets or asset classes and the general securities market. Small-capitalization companies may be less stable and more susceptible to adverse developments, and their securities may be more volatile and less liquid than larger capitalization companies.

 

Transactions in shares of ETFs may result in brokerage commissions and may generate tax consequences. All regulated investment companies are obliged to distribute portfolio gains to shareholders. There can be no assurance that an active trading market for shares of an ETF will develop or be maintained. Diversification and asset allocation may not protect against market risk or loss of principal.

 

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 information on funds not managed by BlackRock or securities not distributed by BlackRock is provided for illustration only, and should not be construed as an offer or solicitation from BlackRock to buy or sell any securities.

 

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

 

©2022 BlackRock, Inc. All rights reserved. iSHARES and BLACKROCK are trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. All other marks are the property of their respective owners.

 

 

3 REASONS TO INDEX THE CORE

Think index means average? Think again. IVV, IJH and IJR outperformed 89%, 67% and 73% of their peers, respectively, over the last 10 years.¹
IVV, IJH and IJR are within the US Fund Large Blend, US Fund Mid-Cap Blend and US Fund Small Blend Morningstar categories respectively, ranking 90/818, 70/209 and 95/358 for the 10 year time period respectively.

competitive-performance

 

Read about our 20+ year track-record >

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 the following fund tickers: IVV, IJH, IJR

Keeping costs low can help your clients reach their investment goals sooner.

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0% of iShares U.S. style box ETFs have paid out capital gains in the last 5 years, compared to 71% of active equity mutual funds.⁵

tax-efficient

GET INSPIRED WITH 3 PORTFOLIO IDEAS

Use pre-loaded portfolio ideas in our 360° Evaluator tool to help you customize your clients’ portfolios in line with their investment goals.

FOR CONSERVATIVE INVESTORS

FOR CONSERVATIVE INVESTORS

This conservative mix of iShares Core Funds has a 90% allocation to bonds and 10% toward equities.

FOR MODERATE INVESTORS

FOR MODERATE INVESTORS

This moderate mix of iShares Core Funds has a 45% allocation to bonds and 55% toward equities.

FOR AGGRESSIVE INVESTORS

FOR AGGRESSIVE INVESTORS

This aggressive mix of iShares Core Funds has a 15% allocation to bonds and 85% toward equities.

GET STARTED TODAY

Net Asset Value
USD 409.91
YTD Nav Return
-15.46%
Net Asset Value
USD 248.41
YTD Nav Return
-14.50%
Net Asset Value
USD 100.08
YTD Nav Return
-15.08%
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 standard performance, click on the fund names above.
Net Asset Value
USD 54.02
YTD Nav Return
-26.54%
Net Asset Value
USD 55.73
YTD Nav Return
-25.47%
Net Asset Value
USD 37.95
YTD Nav Return
-25.81%
Net Asset Value
USD 65.41
YTD Nav Return
-7.12%
Net Asset Value
USD 66.10
YTD Nav Return
-4.51%
Net Asset Value
USD 55.45
YTD Nav Return
-9.12%
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 standard performance, click on the fund names above.
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 standard performance, click on the fund names above.
Net Asset Value
USD 102.15
YTD Nav Return
-9.44%
Net Asset Value
USD 47.20
YTD Nav Return
-9.71%
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 standard performance, click on the fund names above.