BlackRock
BlackRock Index Fund Calculator
Project the long-run return of any BlackRock index fund. Pick a fund below and the calculator opens with its real expense ratio and historical return already applied.
- BlackRock funds
- 8
- Average expense ratio
- 0.18%
- Lowest expense ratio
- 0.03%
BlackRock funds you can model
- IVVUS Large Cap
Low-cost exposure to large-cap U.S. stocks
10.15%0.03% - ITOTUS Total Market
Broad exposure to U.S. stocks across all market caps
9.70%0.03% - AGGBonds
Investment grade U.S. bond market exposure
3.10%0.03% - IJHUS Mid Cap
S&P MidCap 400 index exposure
9.20%0.05% - IEFAInternational Developed
European, Australasian and Far Eastern markets
7.00%0.07% - IWMUS Small Cap
Russell 2000 small-cap index exposure
8.50%0.19% - DVYDividend
Dividend-paying U.S. stocks
8.20%0.38% - EEMEmerging Markets
Large and mid-cap emerging market exposure
4.50%0.68%
Frequently Asked Questions
Pick the BlackRock fund you hold from the list above. The calculator opens with that fund's published expense ratio and long-run annualised return applied, so you only need to enter your initial amount, monthly contribution and time horizon.
This page covers 8 BlackRock funds and ETFs, with figures taken from the provider's own published factsheets as of December 31, 2024.
Yes. The expense ratio is deducted every year of the projection, so the result is net of fund costs. It does not include platform or brokerage charges, which vary by where you hold the fund.