Investing Strategy

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iSHARES INVESTING STRATEGIES

Get a new perspective on your portfolio and discover what iShares ETFs can do to help achieve your fnancial goals, whether it’s seeking growth, income or mitigating risk.

What is Sustainable Investing?

Sustainable investing is the combination of traditional investment approaches with environmental, social and governance (ESG) insights to pursue competitive risk-adjusted returns over the long term. Sustainable investing is easier than ever with the growing number of ESG ETFs.

Build a Sustainable Portfolio

With iShares, you can easily build a sustainable portfolio for the long run with broad exposures across stocks and bonds. iShares ESG Aware ETFs are sustainable portfolio building blocks that allow investors to seek a similar risk and return to the relevant broad market while pursuing a more sustainable outcome.

iShares Sustainable Core ETFs

SYMBOLLAST PRICECHG% CHG
EAGGiShares ESG U.S. Aggregate Bond ETF
ESGUiShares ESG MSCI USA ETF
ESGDiShares ESG MSCI EAFE ETF
ESGEiShares ESG MSCI EM ETF

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 to see standardized performance click here.

How taxes can impact portfolios.

The average annual tax cost1 for Large cap mutual funds is 1.77%—over 10 years, that can amount to significant tax drag. 0% of iShares Core equity ETFs have paid a capital distribution in the last 5 years.

Now may be the time to find an ETF alternative.

iShares ETFs are generally more tax efficient than mutual funds. Use BlackRock’s Tax Evaluator to get ahead of mutual fund capital gains distributions and identify opportunities to tax loss harvest.

(The Tax Estimator tool is for financial professional use only.)


1 Source: Morningstar as of Dec. 31, 2019. Tax Cost measures how much a fund's annualized return is reduced by the taxes investors pay on distributions (Difference between total annualized pre and post-tax returns over 10 years.) Data calculated using the oldest share class of all Active US large cap Equity Open-End Mutual Funds available in the U.S.

2 Source: BlackRock. The chart is for illustrative purposes only and is not indicative of the performance of any actual fund or investment portfolio. Does not include commissions or sales charges or fees. 12% represents the average pre-tax return over the same 10 year period for large cap equity mutual funds (12.08%). The hypothetical growth of $100,000 over ten years at a 12% return is $310,584.81. The hypothetical growth over ten years at an 12% return with a 1.77% tax cost is $264,848.84, resulting in a tax cost of $45,735.98.

What are iShares Bond ETFs?

iShares Bond ETFs are funds that hold a collection of bonds and trade on exchange, making investing in bonds accessible and transparent. iShares ETFs can help you easily construct diversified bond portfolios yourself.

How can iShares Bond ETFs help me?

They can help you diversify your stocks, pursue income or put your extra cash to work.

Why iShares Bond ETFs?

  • Competitive Performance: iShares bond ETFs have outperformed a majority of their peers over the last 5 years1
  • Trade portfolios of bonds like stocks: Buy and sell bond ETFs like stocks intra-day on behalf of your clients
  • Liquidity: iShares bond ETFs offer deep liquidity, making it easy to buy and sell bonds more quickly when you need to balance your portfolios

iShares Bond ETFs

SYMBOLLAST PRICECHG% CHG
AGGiShares Core U.S. Aggregate Bond ETF
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF
HYGiShares iBoxx $ High Yield Corporate Bond ETF
IUSBiShares Core Total USD Bond Market ETF
EMBiShares J.P. Morgan USD Emerging Markets Bond ETF
FLOTiShares Floating Rate Bond ETF
NEARiShares Short Maturity Bond ETF

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 to see standardized performance click here.

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 55%, 60% and 54% of peers on a 1, 5 and 10 year basis, respectively. Performance may be different for other time periods.

What is Factor Investing?

Factor Investing is an investment approach that involves targeting broad, persistent historical drivers of return to help achieve a specific outcome. iShares Factor ETFs let you access the same time-tested strategies used by active managers, but offer the low cost, liquidity, and tax efficiency of ETFs.

Ways to invest in Factors

  • Manage Risk: Invest in stocks with potentially less risk across US, international, and emerging markets (USMV, EFAV, EEMV, respectively)
  • Seek Quality: Invest in companies with healthy balance sheets and low levels of debt: QUAL
  • What’s trending right now: Invest in stocks with upward price trends: MTUM

iShares Factor ETFs

SYMBOLLAST PRICECHG% CHG
MTUMiShares Edge MSCI USA Momentum Factor ETF
QUALiShares Edge MSCI USA Quality Factor ETF
USMViShares Edge MSCI Min Vol USA ETF
SIZEiShares Edge MSCI USA Size Factor ETF
VLUEiShares Edge MSCI USA Value Factor ETF
EFAViShares Edge MSCI Min. Vol. EAFE ETF
EEMViShares Edge MSCI Min. Vol. Emerging Markets ETF

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 to see standardized performance click here.

What are iShares Core ETFs?

iShares Core ETFs are broad stock and bond index funds that are designed to be long-term portfolio holdings. iShares Core ETFs are crafted to give investors broad and balanced building blocks for a strong portfolio foundation so you can pursue your investment goals.

Why iShares Core ETFs?

  • Build it your way: with 25 different Core ETF funds, you can build custom portfolios how you want
  • Over the last five years, iShares Core ETFs have outperformed 72% of their mutual fund and ETF peers1
  • iShares Core ETF scost 1/10th as much as the typical mutual fund2
  • 6.5% of iShares Core ETFs on average paid capital gains distributions over the last five years vs. 54.1% of mutual funds3

iShares Core ETFs

SYMBOLLAST PRICECHG% CHG
IVViShares Core S&P 500 ETF
IJHiShares Core S&P MidCap ETF
IJRiShares Core S&P Small-Cap ETF
AGGiShares Core U.S. Aggregate Bond ETF
IEFAiShares Core MSCI EAFE ETF
IEMGiShares Core MSCI Emerging Markets ETF

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 to see standardized performance click here.

1 Morningstar, as of 6/30/2020. 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 Morningstar category, weighted based on the number of funds in the Morningstar category. The funds outperformed 57.43% and 68.63% 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.

2 Source: Morningstar, as of 6/30/2020. Comparison is between the average Prospectus Net Expense Ratio for the iShares Core ETFs (0.0952%) and active open-end mutual funds (0.915%).

3 Source: Morningstar, as of 6/30/2020. 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.