Combination of performance, value and
versatility makes iShares stand out
Reduces fees on S&P 500®, S&P MidCap
400® and S&P SmallCap 600®-tracking ETFs
Three iShares Core U.S. equity exchange traded funds (ETFs) now
sport track records longer than two decades. Launched in 2000, the
iShares Core S&P 500 ETF (NYSE: IVV), the iShares Core S&P
Mid-Cap ETF (NYSE: IJH), and the iShares Core S&P Small-Cap ETF
(NYSE: IJR) reflect performance that spans multiple market cycles
and includes the dot-com bubble of the early 2000s, the global
financial crisis of 2008-09, the longest bull market in the history
of U.S. stocks, and unprecedented volatility in 2020. Together,
these funds have accumulated $270 billion in client assets to
become the flagship U.S. equity exposures within our
industry-leading $551 billion iShares Core ETF franchise.1
“The launch of these flagship funds 20 years ago laid the
foundation for our successful Core franchise, which offers all
types of investors a formidable combination of performance, value
and versatility,” said Armando Senra, Head of Americas
iShares at BlackRock. “Not all index funds are created equal.
Our clients benefit from quality index providers and precision
exposures, all of which are underpinned by the full breadth of
BlackRock’s investment management expertise and Aladdin, our
technology and risk management platform. This combination creates
an exceptional offering for clients today, tomorrow and for years
to come.”
Being the market can beat the market
Strong performance of the three Core U.S. equity strategies
since inception demonstrates why index investing, which was not yet
mainstream when these funds came to market, is now recognized as an
essential long-term strategy.
According to Standard & Poor’s S&P Indices Versus Active
(SPIVA) research, each index that our Core U.S. equity ETFs seeks
to track (large-, mid- and small-cap) outperformed the average
actively managed peer fund over the past 20 years. As of April 30,
2020, for example, the S&P 500 index outperformed more than 89%
of all large-cap U.S. actively managed mutual funds. A similar
story has played out in the domestic mid-cap and small-cap markets,
where S&P’s indexes outperformed 92% and 88% of actively
managed funds, respectively.2
Providing more value to investors through lower
expenses
iShares Core ETFs provide investors convenient tools for
building resilient, long-term portfolios at low cost. Buy-and-hold
self-directed investors, enterprising RIAs, and pension fund
managers alike rely on Core exposures to help meet their goals, and
the goals of their own clients.
To help commemorate the 20-year anniversary of our flagship Core
ETFs, and consistent with our long-term pricing strategy, iShares
will reduce expenses on IVV, IJH and IJR.
This action underscores our longstanding commitment to
delivering value. Since 2012, iShares has saved clients more than
$600 million through management fee reductions on its U.S. ETF
line-up3. Historically, fee reductions have accelerated iShares’
growth and the adoption of its ETFs.
Impacted funds
Inception date
Ticker
Previous expense ratio
New expense ratio
iShares Core S&P 500 ETF
5/15/2000
IVV
0.04%
0.03%
iShares Core S&P Mid-Cap
ETF
5/22/2000
IJH
0.06%
0.05%
iShares Core S&P Small-Cap
ETF
5/22/2000
IJR
0.07%
0.06%
Institutional iShares users benefit from versatility
iShares ETF investors can also count on a world-class capital
markets coverage, unmatched education, tools, and an ecosystem of
market participants that support institutional users.
The different ways asset owners, asset managers and professional
investors leverage IVV’s combination of value and liquidity
illustrate the versatility of iShares ETFs. Across its range of
funds, clients turn to iShares to help them quickly transfer risk,
reposition portfolios, or implement hedges. ETFs like IVV can also
serve as alternatives to futures, acting as both a trading and
allocation tool thanks to an optimal combination of liquidity and
value.
Growth of the ETF industry has encouraged a robust, dynamic
ecosystem comprised of market participants including authorized
participants (AP), which are key to ETF operations. IVV, IJH and
IJR have the support of more APs than peer ETFs, helping ensure
that prices are accurate, and trading is smooth, in all market
conditions.4
“iShares Core ETF have democratized investing for millions of
Americans,” Senra said. “Though fees are critical to long-term
performance, they are just part of what iShares can offer clients:
our key attributes—performance, value and versatility—will continue
to differentiate iShares and enable us to serve every type of
client, from do-it-yourself self-directed investors, portfolio
model builders, to sophisticated institutions.”
Carefully consider the Funds' investment objectives, risk
factors, and charges and expenses before investing. This and other
information can be found in the Funds' prospectuses or, if
available, the summary prospectuses which may be obtained by
visiting www.iShares.com or www.blackrock.com. Read the prospectus
carefully before investing.
Investing involves risk, including possible loss of
principal. Past performance does not guarantee future
results.
Small- and mid-capitalization companies may be less stable and
more susceptible to adverse developments, and their securities may
be more volatile and less liquid than larger capitalization
companies.
There can be no assurance that an active trading market for
shares of an ETF will develop or be maintained. Transactions in
shares of ETFs may result in brokerage commissions and will
generate tax consequences. All regulated investment companies are
obliged to distribute portfolio gains to shareholders.
Shares of iShares ETFs may be bought and sold throughout the day
on the exchange through any brokerage account. Shares are not
individually redeemable from the ETF, however, shares may be
redeemed directly from an ETF by Authorized Participants, in very
large creation/redemption units. Although market makers will
generally take advantage of differences between the NAV and the
trading price of iShares ETF shares through arbitrage
opportunities, there is no guarantee that they will do so.
The iShares Funds are distributed by BlackRock Investments, LLC
(together with its affiliates, “BlackRock”).
The iShares Funds are not sponsored, endorsed, issued, sold or
promoted by S&P Dow Jones Indices LLC, nor does this company
make any representation regarding the advisability of investing in
the Funds. BlackRock is not affiliated with S&P Dow Jones
Indices LLC.
©2020 BlackRock, Inc. iSHARES and BLACKROCK are
trademarks of BlackRock, Inc., or its subsidiaries in the United
States and elsewhere. All other marks are the property of their
respective owners.
About BlackRock
BlackRock’s purpose is to help more and more people experience
financial well-being. As a fiduciary to investors and a leading
provider of financial technology, our clients turn to us for the
solutions they need when planning for their most important goals.
As of March 31, 2020, the firm managed approximately $6.47 trillion
in assets on behalf of investors worldwide. For additional
information on BlackRock, please visit www.blackrock.com/corporate
| Twitter: @blackrock | Blog: www.blackrockblog.com | LinkedIn:
www.linkedin.com/company/blackrock.
About iShares
iShares unlocks opportunity across markets to meet the evolving
needs of investors. With more than 20 years of experience, a global
line-up of 900+ exchange traded funds (ETFs) and $1.85 trillion in
assets under management as of March 31, 2020, iShares continues to
drive progress for the financial industry. iShares funds are
powered by the expert portfolio and risk management of BlackRock,
trusted to manage more money than any other investment firm5.
1 As of May 29, 2020 2 Source: S&P Dow Jones Indices, May 1,
2000 - April 30, 2020. Past performance does not guarantee
future results. Comparison universe is the indicated S&P
Index and mutual funds in each identified category in the U.S. For
more information on SPIVA rankings, see
https://us.spindices.com/spiva/#/. Index performance is for
illustrative purposes only. Index performance does not reflect any
management fees, transaction costs or expenses. Indexes are
unmanaged and one cannot invest directly in an index. Index
performance does not represent actual iShares Fund performance and
actual performance may be lower than index performance. For actual
fund performance, please visit www.iShares.com or
www.blackrock.com. 3 Source: BlackRock based on the cumulative
impact of fee reductions from 2012-2019. 4 Source: BlackRock, Form
N-CEN. Retrieved from SEC EDGAR database
https://www.sec.gov/edgar/searchedgar/webusers.htm. As of
03/27/2020. 5Based on $6.47 trillion in AUM as of 3/31/20
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version on businesswire.com: https://www.businesswire.com/news/home/20200625005910/en/
Soogyung Jordan Soogyung.jordan@blackrock.com +1 (646) 276-5403
/ +1 (646) 231-1540
S&P Small Cap (AMEX:IJR)
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S&P Small Cap (AMEX:IJR)
過去 株価チャート
から 12 2023 まで 12 2024
