投資者尋找低成本指數ETF，正逐漸轉向BlackRock。公司在2025年底持有約14兆美元的資產管理規模，於2025年吸引了近7000億美元的新客戶資金。

公司以iShares ETFs為亮點，帶領增長。

雖然iShares指數ETF與Vanguard、Invesco、State Street等的產品同樣流行，但只使用某一家的基金不保證投資成功。

資產配置與投資者目標、投資期限、風險容忍度相結合，扮演更重要角色。

訂閱Invested Newsletter可獲取股票新聞。

基金不是計畫。

Doug Greenberg，創立兼Pinnacle Wealth Advisors總裁，在德州奧斯汀說：基金不是計畫。投入金額、基金之間的互動以及再平衡時的安排須與您的真實生活相符，這才是計畫。

研究單一基金雖有幫助，但建立平衡投資組合的唯一步驟不是如此。

Doug Greenberg 說：我在財富顧問領域已有33年，睡得好好的客戶並非因選擇最佳基金，而是在他們必須做決定前已經提前思考過。

即便如此，以下列出五檔由BlackRock發行的流行iShares ETFs。雖然這些可作為多元化投資組合的構成部份，但單獨使用即可成為成功投資的關鍵：

With $726 billion under management, this is the second‑largest ETF behind the Vanguard S&P 500 ETF VOO and ahead of the SPDR S&P 500 ETF Trust SPY. The expense ratio of 0.03% makes it attractive to investors and advisors alike. S&P 500 index funds tend to serve as a portfolio anchor. According to S&P Global, the index represents about 50% of global equity market capitalization. The index itself comprises about 80% of U.S. equity market cap. Growth stocks have been the driver of performance in recent years. In 2026, however, as sectors like tech and consumer discretionary are taking a hit, the index and this ETF are showing year‑to‑date declines. The IVV offers easy, inexpensive access to a core market segment that’s a common holding for investors not only in the U.S. but globally.

This ETF tracks an index of large‑, mid‑ and small‑cap stocks from developed markets outside of the U.S. and Canada. Japan and the U.K. are its top‑weighted countries. Its expense ratio of 0.07% is low, despite being higher than IVV. Non‑U.S. index funds usually cost a little more because they’re more complicated to manage. Investing overseas means currency conversions, foreign taxes and markets that aren’t always as deep or efficient as the U.S. Osman Minkara, founder and managing director of CIG Capital Advisors in Southfield, Michigan, says IEFA provides exposure to developed international markets, which is often an overlooked component in U.S.-centric portfolios.

Bonds don’t deliver the returns or volatility of stocks; they serve as portfolio ballast and deliver reliable income. Core bonds have gotten attention lately as interest rates moved higher. AGG isn’t exciting, Greenberg says. It’s not supposed to be. It’s stability and income. This ETF consists of government bonds and investment‑grade corporate bonds. AGG’s low expense ratio of 0.03% is helped by the fact that it holds high‑quality, liquid bonds, but the bigger drivers are scale and simplicity. Greenberg says he uses this holding as part of cash flow planning. He tells people all the time, let’s not spend principal to generate income. And let’s not create income we are not spending. Let’s build this so the portfolio does it for you.

Emerging markets can, in certain market cycles, generate higher returns than developed‑market stocks. However, that also comes with increased volatility. This ETF tracks large‑, mid‑ and small‑cap stocks from an index representing 24 emerging‑market countries. It’s a wide‑ranging portfolio of 2,657 stocks. Taiwan Semiconductor Manufacturing Co. Ltd. TSM accounts for about 12% of the portfolio. Its expense ratio of 0.09% reflects the increased costs associated with investing in markets that are often less liquid, less well regulated and with higher transaction costs than developed nations. Will Allen, financial advisor and owner of Sentara Capital in Marietta, Georgia, says investors should proceed with caution due to the fund’s high exposure to Chinese stocks, currently at about 23% of its portfolio. He notes that over long periods of time, the Chinese stock market has been a miserable performer and stocks in China don’t have the shareholder protections that they have in the U.S.

This ETF tracks an index of U.S. large‑ and mid‑cap stocks, selected based on earnings and sales growth forecasts. Its expense ratio is 0.18%, higher than that of other domestic index ETFs. Investors should keep in mind that this fund measures performance of a specialized slice of the market. Growth indexes require more frequent rebalancing and screening to maintain their characteristics. That adds costs relative to a plain‑vanilla index like the S&P 500 which only rebalances quarterly. The fund’s beta is 1.18, meaning it’s about 18% more sensitive to market movements than the S&P 500. When the S&P 500 rises or falls, IWF typically moves a bit more in the same direction. With the dominance of U.S. growth stocks in recent years, this ETF has outperformed the S&P 500. However, so far in 2026, it’s underperforming, which is the flip side of that built‑in tendency to amplify market moves.

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5 Best BlackRock ETFs to Buy Now originally appeared on usnews.com

Update 04/03/26: This story was published at an earlier date and has been updated with new information.

分析師觀點

我憑藉多年觀察全球資本市場的經驗，認為投資者在選擇ETF時，除外匯成本外，更應聚焦於資產配置與風險分散的真正需求，而非單純追逐 historical performance。