iShares
How to keep more of what you earn

Paying less in taxes means more money in your pocket

In a low return environment, every dollar counts. Now more than ever, it’s important for investors to consider tax efficiency in building a portfolio.

iShares ETFs help you keep more of what you earn


10+
year track record of tax efficiency for the iShares fund family
98%
of iShares ETFs did not pay capital gains in 2012
230+
iShares ETFs have never paid a capital gain

Source: BlackRock, 2012

Find out more about what tax-efficient iShares ETFs can do for your portfolio

The Long Term Impact

  • See below for an example of the long term impact of taxes, where an investor could have paid over $5,000 in taxes by Year 5.
  • Capital gains taxes alone can cause significant damage. If a fund pays a $10,000 distribution to you, you could owe between $1,500 to $3,500 in taxes.
  • For many investors, that could be an expense they didn’t expect and one they can’t afford.


Tax efficiency chart

Hypothetical example – not indicative of any investment or portfolio. Information should not be relied upon as research, investment advice or a recommendation. Strictly for illustrative and educational purposes.

Carefully consider the iShares Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses, which may be obtained by calling 1-800-iShares (1-800-474-2737), or by viewing or downloading a prospectus. Read the prospectus carefully before investing.

Investing involves risk, including possible loss of principal.

All regulated investment companies are obliged to distribute portfolio gains to shareholders at year’s end. Trading shares of the iShares Funds will also generate tax consequences and transaction expenses. This material is not intended to be tax advice. The tax consequences of dividend distributions may vary by individual taxpayer. Please consult your tax professional or financial adviser for more information with regard to your specific situation.

The iShares and BlackRock Funds are distributed by BlackRock Investments, LLC (together with its affiliates, "BlackRock").

BlackRock does not provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein: and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.

© 2000-2013 BlackRock. All rights reserved. iSHARES® and BLACKROCK® are registered trademarks of BlackRock. All other marks are the property of their respective owners.

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See why these investors choose iShares ETFs

Find out why investors use iShares ETFs to help keep more of what they earn. (1 mins)

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