September 1, 2020 | |
(as revised March 22, 2021) |
2020 Summary Prospectus |
• | iShares Morningstar Small-Cap Growth ETF | ISCG | NYSE ARCA |
Ticker: ISCG | Stock Exchange: NYSE Arca |
Annual
Fund Operating Expenses (ongoing expenses that you pay each year as a percentage of the value of your investments)1 | ||||||
Management
Fees |
Distribution
and Service (12b-1) Fees |
Other
Expenses2 |
Total
Annual Fund Operating Expenses | |||
0.06% | None | 0.00% | 0.06% |
1 | The expense information in the table has been restated to reflect current fees. |
1 Year | 3 Years | 5 Years | 10 Years | |||
$6 | $19 | $34 | $77 |
1 | The Fund’s year-to-date return as of June 30, 2020 was 4.27% . |
One Year | Five Years | Ten Years | |||
(Inception Date: 6/28/2004) | |||||
Return Before Taxes | 27.41% | 10.16% | 13.31% | ||
Return After Taxes on Distributions1 | 27.33% | 9.97% | 13.14% | ||
Return After Taxes on Distributions and Sale of Fund Shares1 | 16.28% | 8.01% | 11.15% | ||
Morningstar US Small Growth Index2 (Index returns do not reflect deductions for fees, expenses, or taxes) | 27.60% | 10.26% | 13.42% | ||
Morningstar US Small Cap Broad Growth Extended Index2 (Index returns do not reflect deductions for fees, expenses, or taxes) | N/A | N/A | N/A |
1 | After-tax returns in the table above are calculated using the historical highest individual U.S. federal marginal income tax rates and do not reflect the impact of state or local taxes. Actual after-tax returns depend on an investor’s tax situation and may differ from those shown, and after-tax returns shown are not relevant to tax-exempt investors or investors who hold shares through tax-deferred arrangements, such as 401(k) plans or individual retirement accounts (“IRAs”). Fund returns after taxes on distributions and sales of Fund shares are calculated assuming that an investor has sufficient capital gains of the same character from other investments to offset any capital losses from the sale of Fund shares. As a result, Fund returns after taxes on distributions and sales of Fund shares may exceed Fund returns before taxes and/or returns after taxes on distributions. |
2 | Effective March 22, 2021, the Fund’s Underlying Index changed from the Morningstar US Small Growth Index to the Morningstar US Small Cap Broad Growth Extended Index. The inception date of the Morningstar US Small Cap Broad Growth Extended Index was January 27, 2021. |
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