Core ETFs for your portfolios and practice

Core ETFs have versatile applications not only in investment management due to their low fees and competitive performance (see table below), but also as effective practice management tools for advisors. Here are three use cases to consider:

1. Help streamline cash management and rebalancing with a one-line
   'liquidity sleeve' in a single stock portfolio.
2. Enable effective fee budgeting in advance of oncoming regulatory changes.
3. Blend index with active strategies to express more deliberate views.

Hail Yang, Head of Canada, ETF Product Consulting, BlackRock recently hosted a webinar on how advisors can leverage Core ETFs to scale their business and enhance overall efficiency. Click here to watch the recorded session.

For advisor use only.

Source: BlackRock, Morningstar, as of 12/31/2023.

¹ Source: Morningstar, as of 12/31/2023. Peers are Canadian ETFs and mutual funds in the same Morningstar category. # of peers used for quartile ranking as of Dec 31, 2023: 571 for XIC, 1513 for XUS, 1973 for XAW, 715 for XEF, 312 for XEC, and 565 for XBB. % of time in the 1st or 2nd quartile: based on monthly rolling returns since the later of Dec 31, 2013 or fund inception. Past performance is no guarantee of future results.

Investing involves risk, including possible loss of principal.

RBC iShares ETFs are comprised of RBC ETFs managed by RBC Global Asset Management Inc. and iShares ETFs managed by BlackRock Asset Management Canada Limited ("BlackRock Canada"). Commissions, trailing commissions, management fees and expenses all may be associated with investing in exchange-traded funds (ETFs). Please read the relevant prospectus or ETF Facts document before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. ETFs are not guaranteed, their values change frequently and past performance may not be repeated. Tax, investment and all other decisions should be made, as appropriate, only with guidance from a qualified professional.

The iShares ETFs are not connected, sponsored, endorsed, issued, sold or promoted by Bloomberg Finance L.P. and its affiliates, including Bloomberg Index Services, Limited (“Bloomberg”), Cohen & Steers Capital Management Inc., London Stock Exchange Group plc and its group undertakings (“LSE Group”, ICE Data Indices, LLC., ICE Benchmark Administration Limited, Jantzi Research Inc., Markit Indices Limited, Morningstar, Inc., MSCI Inc., MSCI ESG Research and Bloomberg, NASDAQ OMX Group Inc., NYSE FactSet or S&P Dow Jones Indices LLC. (“S&P”). None of these companies make any representation regarding the advisability of investing in the iShares ETFs. BlackRock Asset Management Canada Limited is not affiliated with the companies listed above. The Prospectus contains a more detailed description of the limited relationship the companies have with BlackRock Asset Management Canada Limited and any related ETFs.

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