Why should I invest in iShares?
INVESTORS DESERVE CHOICE
We like iShares 1-5 Year Investment Grade Corporate Bond ETF because of its low expense ratio and diverse bond maturity breakdown. Roughly 50% of the bonds in IGSB will mature within the next three years. Approximately 40% mature in three to five years.
We offer tools, insights, and enhanced fund data to help you build smarter portfolios. We offer a robust set of ETF tools to help meet the needs of various investors, from retail investors to institutional investors. Explore frequent updates and insights on market trends and portfolio ideas from our experts.
iShares Core S&P 500 ETF (IVV)
Expense ratio: 0.03 percent. That means every $10,000 invested would cost $3 annually. Who is it good for?: Great for investors looking for a broadly diversified index fund at a low cost to serve as a core holding in their portfolio.
The Vanguard fund has a lower price-to-earnings ratio, at 17.4 times, compared with 18.3 for iShares. This is due to the lower weighting to the highly rated US market. Fees are comparable, with iShares costing 0.2% and Vanguard costing 0.22%.
In the last 20 Years, the iShares Core S&P 500 (IVV) ETF obtained a 9.63% compound annual return, with a 14.84% standard deviation.
Dividend Summary
The next BlackRock iShares UK Dividend UCITS ETF GBP (Dist) dividend is expected to go ex in 1 month and to be paid in 2 months. The previous BlackRock iShares UK Dividend UCITS ETF GBP (Dist) dividend was 7.49p and it went ex 2 months ago and it was paid 1 month ago.
How it works? iBonds are designed to provide a yield-to-maturity profile (YTM) comparable to that of the underlying bond portfolio. The funds seek to preserve an investor's anticipated YTM through a combination of monthly distributions and a final end-date distribution.
Blackrock/iShares® and Fidelity Investments are independent entities and are not legally affiliated.
Explore how iShares fixed income ETFs could help solve your bond market challenges. High quality corporate bonds offer opportunities for investors seeking to meet their return objectives while taking less credit risk.
What's the difference between iShares and Vanguard?
In terms of composition, these are "twin ponies" with two different names. The most notable difference is in performance - 0.035% a year since Oct 2010 in favor of Vanguard's ETF. This is mostly due to lower fees, sicne Vanguard charges 0.05% per annum and iShares charges 0.07%.
iShares Core S&P 500 UCITS ETF USD Dist pays a dividend yield (FWD) of 1.18%.
iShares is a collection of exchange-traded funds (ETFs) managed by BlackRock, which acquired the brand and business from Barclays in 2009. The first iShares ETFs were known as World Equity Benchmark Shares (WEBS) but have since been rebranded.
Vanguard's unique cost structure, the economies of scale it has achieved, and the total number of assets under management (AUM) allow it to offer its ETFs at the lowest cost available in the market. We've listed 10 of the firm's cheapest ETFs by their expense ratio.
If you want to actively trade within your accounts, Fidelity might be the better option. However, if you want to focus more on index investing, or you want to use a robo-advisor, Vanguard has a slight edge.
Please note: Rep-Assisted trades for iShares Funds will be subject to the $32.95 commission per trade, but will not be subject to the short-term trading fee. Free commission offer applies to online purchases of select iShares ETFs in a Fidelity account.
| ETF | Assets under management | Expense ratio |
|---|---|---|
| Invesco QQQ Trust (ticker: QQQ) | $244 billion | 0.2% |
| VanEck Semiconductor ETF (SMH) | $14 billion | 0.35% |
| Consumer Discretionary Select Sector SPDR Fund (XLY) | $19 billion | 0.09% |
| Global X Uranium ETF (URA) | $3 billion | 0.69% |
For U.S. investors, iShares offers 394 ETFs focused on commodities, equities, fixed income, multi assets, and real estate.
As with most mutual funds, iShares ETFs distribute income and/or capital gains to unitholders. iShares ETFs may also pay distribution in the form of return of capital (“ROC”).
Is it better to buy ETF or stocks?
Stock-picking offers an advantage over exchange-traded funds (ETFs) when there is a wide dispersion of returns from the mean. Exchange-traded funds (ETFs) offer advantages over stocks when the return from stocks in the sector has a narrow dispersion around the mean.
| IEDY iShares EM Dividend UCITS ETF USD (Dist) | |
|---|---|
| Div. Frequency | Quarterly |
| Ex-date | Q1 14.Mar.24 Q2 13.Jun.24 Q3 12.Sep.24 Q4 12.Dec.24 |
| Record date | Q1 15.Mar.24 Q2 14.Jun.24 Q3 13.Sep.24 Q4 13.Dec.24 |
| Payment date | Q1 27.Mar.24 Q2 26.Jun.24 Q3 25.Sep.24 Q4 27.Dec.24 |
Potential tax efficiency: Bond ETFs may be more tax-efficient than certain actively managed bond funds. The "in-kind" creation and redemption process of ETFs can help minimize capital gains distributions, potentially offering tax advantages for investors.
iShares Bond ETFs seek to track various fixed-income sectors and segments of the global bond market. Holdings can include bonds of various types, such as TIPS, MBS, munis and corporate bonds, as well as duration lengths and credit quality. Additionally, they can cover international or domestic bonds or both.
There are two ways to make money on bonds: through interest payments and selling a bond for more than you paid. With most bonds, you'll get regular interest payments while you hold the bond. Most bonds have a fixed interest rate.
