Skip to content
Taxes hurt portfolio performance

Taxes hurt

Don’t let taxes poke holes into your clients’ returns this year. Tax Estimator helps you analyze your portfolios for funds with potential capital gains and underperforming their benchmark.
See capital gains estimates See capital gains estimates
How much are taxes impacting your portfolios?
Tax drag impacts portfolio returns. The long-term annual average tax cost for mutual funds is 1.2% for equity and 1.4% for bond2.

Assuming an initial investment of $1,000,000 at an 8% return rate over 10 years, that creates a $190K+ negative tax impact.
How much are taxes impacting your portfolios?
Now may be the time to find an ETF alternative
iShares ETFs are generally cost and tax efficient, which can help your clients keep more of what they earn.

Use Tax Estimator to identify ETF alternatives for your under performing mutual funds.
See ETF options See ETF options

Preparing for a client conversation about taxes?

Hear from Amy Whitelaw, Head of US & Canadian iShares Equity ETF Portfolio Engineering on how iShares ETFs are designed with tax efficiency in mind.

Watch this 2-minute video

Why tax efficiency matters

Access our guide to help you discuss the impact of taxes on portfolios and how ETFs can reduce clients’ tax burden this year.

Read now