Investing Strategy

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iSHARES INVESTING STRATEGIES

Let's face it: Planning for the future can be daunting. iShares exchange traded funds (ETFs) can help investors fund their vision, be it buying a home or retirement.

What is Sustainable Investing?

Sustainable investing is about investing in progress and recognizing that companies solving the world’s biggest challenges may be best positioned for growth. It’s about pioneering better ways of doing business and creating the momentum to encourage more people to create a sustainable future. In practice, sustainable investing is the combination of traditional investment approaches with environmental, social and governance (ESG) insights.

Build a Sustainable Core

Investing for a sustainable future can be simple. iShares Sustainable Core ETFs are designed for investors who are seeking sustainable outcomes while pursuing their financial goals. iShares ETFs enable investors to easily build a low-cost sustainable portfolio with broad exposures across stocks and bonds. With iShares Sustainable Core ETFs, help build a better future.

iShares Sustainable Core ETFs

SYMBOLLAST PRICECHG% CHG
ESGDiShares ESG MSCI EAFE ETF
EAGGiShares ESG U.S. Aggregate Bond ETF
SUSCiShares ESG USD Corporate Bond ETF
ESGEiShares ESG MSCI EM ETF
ESGUiShares ESG MSCI USA ETF
ESMLiShares ESG MSCI USA Small-Cap ETF
SUSBiShares ESG 1-5 Year USD Corporate 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 fund fees, standardized performance, and most recent month-end performance, click here.

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What are iShares megatrend ETFs?

iShares megatrend ETFs (exchange traded funds) capture targeted groups of stocks that may benefit from the long-term trends transforming the way we live and work – specifically the shifts in technology, society, the environment and demographics over time.

Megatrend investing lets investors position themselves to access products, companies, and industries driving structural change in the world - from robotics, to electric vehicles to healthcare breakthroughs. Distinct from broad market and factor exposures, megatrend ETFs and can be viewed as alternatives and / or complements to picking individual stocks or sectors.

With iShares megatrends ETFs, invest in the trends shaping our future.

iShares Megatrends ETFs

SYMBOLLAST PRICECHG% CHG
IHAKiShares Cybersecurity and Tech ETF
IRBOiShares Trust - iShares Robotics and Artificial Intelligence Multisector ETF
IDRViShares Trust - iShares Self-driving EV and Tech ETF
IDNAiShares Genomics Immunology and Healthcare ETF
XTiShares Exponential Technologies ETF
IGFiShares Global Infrastructure ETF
CNYAiShares MSCI China A 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 fund fees, standardized performance, and most recent month-end performance, click here.

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What are iShares bond ETFs?

iShares bond ETFs consist of a collection of bonds and trade on exchange, making investing in bonds easy and transparent.1 Today, investors of all types — from sophisticated institutions, financial advisors, and personal investors — are investing with iShares bond ETFs.

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?

  • Low cost: On average, iShares bond ETFs cost 1/4 the price of active mutual funds2
  • Tax efficient: Only 3% of iShares bond ETFs paid out a capital gain in 20183

iShares Bond ETFs

SYMBOLLAST PRICECHG% CHG
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF
FLOTiShares Floating Rate Bond ETF
AGGiShares Core U.S. Aggregate Bond ETF
HYGiShares iBoxx $ High Yield Corporate Bond ETF
NEARiShares Short Maturity Bond ETF
IUSBiShares Core Total USD Bond Market ETF
EMBiShares J.P. Morgan USD Emerging Markets 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 fund fees, standardized performance, and most recent month-end performance, click here.

1 iShares ETFs generally disclose holdings on a daily basis.

2 Morningstar as of 06/30/19. Comparison is between the average Prospectus Net Expense Ratio for iShares Fixed Income ETFs (0.19%) and Fixed Income Open-End Mutual Funds (0.90%) available in the U.S. excluding money market funds.

3 Morningstar as of 12/31/18. Past distributions are not indicative of future distributions.

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What is Factor Investing?

Factor Investing is an investment approach that involves targeting broad, persistent drivers of return to help achieve a specific outcome. Active managers have captured factors in seeking to manage risk, improve portfolio outcomes, and enhance diversification for decades. iShares Factor ETFs employ the same screens used by active managers, but offer the low cost, liquidity, and tax efficiency of traditional ETFs.

Ways to invest in factors

  • Manage Risk:  Invest in stocks with potentially less risk across US, international, and emerging markets (EFAV, EEMV, USMV)
  • Seek Outperformance: Modernize your approach to the traditional style box by using factors to target specific sources of return (VLUE, QUAL, MTUM, SIZE)

iShares Factor ETFs

SYMBOLLAST PRICECHG% CHG
MTUMiShares Edge MSCI USA Momentum Factor ETF
QUALiShares Edge MSCI USA Quality Factor ETF
VLUEiShares Edge MSCI USA Value Factor ETF
USMViShares Edge MSCI Min Vol USA ETF
SIZEiShares Edge MSCI USA Size Factor ETF
DYNFBlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation 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 fund fees, standardized performance, and most recent month-end performance, click here.

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What are iShares Core ETFs?

iShares Core ETFs (exchange traded funds) are broad stock and bond index funds that are designed to be long term portfolio holdings. These ETFs are a low-cost and tax-efficient way to help build a strong foundation for a portfolio.

The iShares lineup of Core ETFs is designed to help investors create a diversified portfolio to help meet investment goals.

Why iShares Core ETFs?

  • Competitive Performance: iShares Core ETFs have outperformed 75% of their peers on average over the past five years1
  • Low Cost: iShares Core ETFs cost about 1/10th as much as the typical mutual fund2
  • Tax Efficient: Over the past five years, on average only 6% of iShares ETFs have paid a capital gain3
  • Quality: iShares consistently delivers quality ETFs that clients globally rely on to invest for the future

iShares Core ETFs

SYMBOLLAST PRICECHG% CHG
IEMGiShares Core MSCI Emerging Markets ETF
IEFAiShares Core MSCI EAFE ETF
AGGiShares Core U.S. Aggregate Bond ETF
IUSBiShares Core Total USD Bond Market ETF
IVViShares Core S&P 500 ETF
ITOTiShares Core S&P Total U.S. Stock Market 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 fund fees, standardized performance, and most recent month-end performance, click here.

1 Morningstar, as of 12/31/2018. 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 ETFs listed above outperformed in each Morningstar category, weighted based on the number of funds in the Morningstar category. The funds outperformed 66%, 75% and 59% of peers on a 1, 5 and 10 year basis, respectively. Performance may be different for other time periods. Past performance is no guarantee of future results.

2 BlackRock and Morningstar, as of 12/31/18. Comparison is between the average Prospectus Net Expense Ratio for the iShares Core Series ETFs (0.07%) and the average Prospectus Net Expense Ratio of active open-end mutual funds (1.08%) available in the U.S. on 12/31/18.

3 Source: Morningstar, as of 12/31/18. Past distributions are not indicative of future distributions.

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