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INVESTING MADE EASY WITH ETFS

INDEX THE CORE WITH iSHARES ETFs

Think index means average? Think again. iShares Core ETFs have offered 10 years of low cost, tax efficiency and competitive performance potential. Explore how indexing the core can help simplify building a diversified, low cost and tax efficient portfolio.

3 REASONS TO INDEX THE CORE

THINK INDEX MEANS AVERAGE? THINK AGAIN

Chart about Hypothetical growth over 20 years

read about our 20+ 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.
Comparison universe is ETFs and mutual funds in each Morningstar category and uses total return. Performance may be different for other time periods. Past performance is no guarantee of future results. 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 355/1,430, 170/420 and 329/615 for the 1-year time period and 217/1,191, 117/363 and 266/557 for the 5-year time period, respectively.

IVV, IJH and IJR outperformed 90%, 80% and 90% 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 71/897, 39/241 and 37/391 for the 10-year time period respectively.

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LOW COST

The average active mutual fund costs 0.86%.³ Keeping costs low with iShares ETFs, can help your clients reach their investment goals sooner.

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TAXES DRIVE DOWN RETURNS

0% of iShares U.S. style box ETFs have paid out capital gains in the last 5 years, compared to 75.5% of U.S. active equity mutual funds.⁶

GET INSPIRED WITH THESE CORE 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

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

FOR MODERATE INVESTORS

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

FOR AGGRESSIVE INVESTORS

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

EXPLORE CORE ETFs

Build your U.S. allocation by size with our S&P Index core ETFs.

BUILD BY SIZE
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.

Build your U.S. allocation by style with our Morningstar index ETFs.

BUILD BY STYLE
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.

Consider diversifying your U.S. centric portfolio and seek potential growth with our iShares Core International ETFs.

INTERNATIONAL EQUITIES
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.

iShares Bond ETFs can offer a cost-effective, liquid way to express tactical views.

BOND ETFs
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.