ETF Research and Analysis

by Adam McCullough, CFA
Suitability
IShares Core S&P 500 Index ETF offers diversified exposure to U.S. large-cap stocks at a low cost. A reasonably representative and broadly diversified benchmark leave this fund well-positioned to continue its long streak   Read more 

Bull Case

The index that this fund tracks is well-diversified and broadly representative of the large-cap equity opportunity set.
This is one of the cheapest funds in the category.
Low turnover keeps transaction costs down. Read more 

Bear Case

Because it only focuses on large-cap stocks, this ETF may not be the best choice for a sole U.S.-equity holding relative to broader alternatives tracking total stock market indexes.
Market-cap weighting causes the fund to increase its exposure to stocks as they become larger and more expensive and away from stocks as they become smaller and cheaper, which may have higher expected returns. Read more 

BlackRock Undercuts Its Competition 
Watch more 

Premium Membership

View all of our analyst reports with a free trial to Morningstar.com Premium.