FIND THE RIGHT CORE FOR ANY PORTFOLIO
CORE ETFs

BUILD A STRONG CORE FOR ANY PORTFOLIO

iShares offers 25 core ETFs to help you build custom portfolios for your clients.

Explore how three iShares Core ETFs have provided 20 years of competitive performance.

iSHARES CORE ETF SPOTLIGHT

Consider these iShares ETFs to help build a strong foundation for the core of your portfolio.

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 on the fund names above.

SEE HOW iSHARES CORE ETFs CAN WORK TOGETHER IN A PORTFOLIO

With more than 350 iShares ETFs to select from, you can customize portfolios based on a range of investment goals. Get inspired with these portfolio ideas using iShares Core ETFs.

FOR CONSERVATIVE INVESTORS

FOR CONSERVATIVE INVESTORS

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

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FOR MODERATE INVESTORS

FOR MODERATE INVESTORS

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

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FOR AGGRESSIVE INVESTORS

FOR AGGRESSIVE INVESTORS

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

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iSHARES CORE ETFs CAN HELP YOU GET MORE FROM YOUR CORE

COMPETITIVE PERFORMANCE
Think index means average? Over the past 5 years, iShares Core ETFs have outperformed 66% of their peers on average.1
COMPETITIVE PERFORMANCE
LOW COST
Keeping costs low can help investors reach their investment goals sooner. iShares Core ETFs cost about 1/10th as much as the typical mutual fund.2
LOW COST
TAX EFFICIENCY
Help your clients keep more of what they earn. On average, only 4.1% of iShares Core ETFs paid capital gains distributions over the last 5 years vs. 53% of mutual funds.3
TAX EFFICIENCY

1Source: Morningstar, as of 12/31/2020. 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 Core ETF outperformed in each Morningstar category, weighted based on the number of funds in the Morningstar category. The funds outperformed 53% and 78% of peers on a 1 and 10 year basis, respectively. Performance may be different for other time periods. Past performance is no guarantee of future results.

2Source: Morningstar, as of 12/31/2020. Comparison is between the average Prospectus Net Expense Ratio for the iShares Core ETFs (0.094%) and active open-end mutual funds (0.91%).

3Source: Morningstar, as of 12/31/2020. Average number of mutual funds that paid a capital gain distribution each year over 5 years. Universe includes all U.S. open ended mutual funds, oldest share class used. Universe includes all funds incepted before 10/31 in each year and excludes funds that closed before 10/31 in each year. Past distributions are not indicative of future distributions.