iShares Mutual Funds List
Here you can find all mutual funds issued by iShares and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 12
- Avg. Expense Ratio
- 0.16%
- Avg. 1 Year Return
- 27.28%
- Avg. 5 Year Return
- 10.32%
- Median Risk/Return Score
- 69 / 100
iShares Mutual Funds List
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| iShares MSCI Total International Index Fund Class ... | Foreign Large Cap Equities | Jun 30, 2011 | 0.09% | 15.08% | 9.79% | 2.50% | 58 | ||||||||
| iShares MSCI EAFE International Index Fund | Foreign Large Cap Equities | Apr 1, 2011 | 0.05% | 9.29% | 9.38% | 3.43% | 27 | ||||||||
| iShares MSCI EAFE International Index Fund | Foreign Large Cap Equities | Apr 9, 1997 | 0.35% | 9.11% | 9.05% | 3.20% | 27 |
Explore top iShares Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best iShares Mutual funds by Risk/Return Score
The top iShares Mutual funds by PortfoliosLab Risk/Return Score are BKIPX (75) and BSPGX (74).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| iShares Short-Term TIPS Bond Index Fund Class K | 75 | — | Feb 2016 | |
| iShares S&P 500 Index Fund Class G | 74 | — | Jul 2019 | |
| iShares S&P 500 Index Fund Institutional Class | 74 | — | Apr 1993 | |
| iShares S&P 500 Index Fund Investor P Shares | 73 | — | Aug 2018 | |
| iShares Total U.S. Stock Market Index Fund Class K | 71 | — | Aug 2015 |
Best-Performing iShares Mutual funds Over 5 Years
The top iShares Mutual funds is BSPGX (14.15%).
Across the lineup, iShares Mutual funds show an average 1-year return of 27.28% and an average 5-year return of 10.32%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| iShares S&P 500 Index Fund Class G | 14.15% | — | Jul 2019 | |
| iShares S&P 500 Index Fund Institutional Class | 14.06% | — | Apr 1993 | |
| iShares S&P 500 Index Fund Investor P Shares | 13.77% | — | Aug 2018 | |
| iShares Russell 1000 Large-Cap Index Fund Class K | 13.30% | — | Mar 2011 | |
| iShares Total U.S. Stock Market Index Fund Class K | 12.97% | — | Aug 2015 |
Lowest-Cost iShares Mutual funds
The top iShares Mutual funds is BSPGX (0.01%).
With an average expense ratio of 0.16%, iShares Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| iShares S&P 500 Index Fund Class G | 0.01% | — | Jul 2019 | |
| iShares Total U.S. Stock Market Index Fund Class K | 0.02% | — | Aug 2015 | |
| iShares MSCI EAFE International Index Fund | 0.05% | — | Apr 2011 | |
| iShares Russell 1000 Large-Cap Index Fund Class K | 0.06% | — | Mar 2011 | |
| iShares Short-Term TIPS Bond Index Fund Class K | 0.06% | — | Feb 2016 |
Highest-Yield iShares Mutual funds
The top iShares Mutual funds is BKIPX (4.63%).
Across the lineup, iShares Mutual funds show an average dividend yield of 2.29%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| iShares Short-Term TIPS Bond Index Fund Class K | 4.63% | — | Feb 2016 | |
| iShares MSCI EAFE International Index Fund | 3.43% | — | Apr 2011 | |
| iShares MSCI EAFE International Index Fund | 3.20% | — | Apr 1997 | |
| iShares Russell 2000 Small-Cap Index Fund Class K | 2.70% | — | Apr 2011 | |
| iShares MSCI Total International Index Fund Class ... | 2.50% | — | Jun 2011 |
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