IGM vs BOND

Comparison between ISHARES EXPANDED TECH SECTOR ETF (IGM, ETF) and PIMCO ACTIVE BOND EXCHANGE-TRADED FUND (BOND, ETF).

5-Year PerformanceIGM has outperformed BOND, delivering a return of +20.1% compared to +0.6%

IGM vs BOND - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGM(ETF)	BOND(ETF)
Net Assets	$7.80B	$7.70B
Expense Ratio	0.39%	0.54%
Max Drawdown	65.59%	24.58%
Sharpe Ratio	2.29	0.68
5Y Beta	1.40	0.04
P/E Ratio	38.89	N/A
Forward P/E	22.00	N/A
5Y Dividends CAGR	6.80%	12.69%
5Y EPS CAGR	30.66%	N/A
Debt to Equity	42.62%	N/A
P/S Ratio	6.60	N/A
P/B Ratio	8.03	N/A

Net Assets

Winner

IGM

$7.80B

BOND

$7.70B

Expense Ratio

Winner

IGM

0.39%

BOND

0.54%

Max Drawdown

IGM

65.59%

Winner

BOND

24.58%

Sharpe Ratio

Winner

IGM

2.29

BOND

0.68

5Y Beta

IGM

1.40

Winner

BOND

0.04

P/E Ratio

IGM

38.89

BOND

N/A

Forward P/E

IGM

22.00

BOND

N/A

5Y Dividends CAGR

IGM

6.80%

Winner

BOND

12.69%

5Y EPS CAGR

IGM

30.66%

BOND

N/A

Debt to Equity

IGM

42.62%

BOND

N/A

P/S Ratio

IGM

6.60

BOND

N/A

P/B Ratio

IGM

8.03

BOND

N/A

IGM vs BOND - Holdings Comparison

IGM and BOND have 1 common holdings. Overlap is -2.64%

IGM's top 25 holdings weight is 74.83%. BOND's top 25 holdings weight is 39.02%.

Rank	IGM	BOND
#1	BROADCOM INC (AVGO) - 9.15%	FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 4.34%
#2	NVIDIA CORP (NVDA) - 8.70%	U S TREASURY REPO (n/a) - 4.32%
#3	MICROSOFT CORP (MSFT) - 7.84%	UNITED STATES TREASURY BONDS 3.875% (n/a) - 3.65%
#4	APPLE INC (AAPL) - 7.67%	PIMCO MORTGAGE-BACKED SECURITIES ACT ETF (PMBS) - 3.30%
#5	ALPHABET INC CLASS A (GOOGL) - 4.71%	FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 2.45%
#6	META PLATFORMS INC CLASS A (META) - 4.10%	FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 2.43%
#7	ALPHABET INC CLASS C (GOOG) - 3.76%	UNITED STATES TREASURY BONDS 4.625% (n/a) - 2.25%
#8	MICRON TECHNOLOGY INC (MU) - 3.23%	UNITED STATES TREASURY BONDS 3.125% (n/a) - 2.08%
#9	ADVANCED MICRO DEVICES INC (AMD) - 2.99%	UNITED STATES TREASURY NOTES 1.75% (n/a) - 2.06%
#10	INTEL CORP (INTC) - 2.18%	n/a (n/a) - 2.02%
#11	NETFLIX INC (NFLX) - 2.11%	UNITED STATES TREASURY BONDS 2.375% (n/a) - 1.41%
#12	CISCO SYSTEMS INC (CSCO) - 1.91%	FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 1.28%
#13	n/a (PLTR) - 1.79%	n/a (n/a) - 1.23%
#14	LAM RESEARCH CORP (LRCX) - 1.77%	IRS AUD 4.00000 12/17/25-10Y LCH (n/a) - 1.10%
#15	APPLIED MATERIALS INC (AMAT) - 1.76%	UNITED STATES TREASURY NOTES 2.125% (n/a) - 1.10%
#16	ORACLE CORP (ORCL) - 1.61%	BEIGNET INV LLC 6.581% (n/a) - 1.08%
#17	KLA CORP (KLAC) - 1.36%	TITULOS DE TESORERIA (n/a) - 0.53%
#18	TEXAS INSTRUMENTS INC (TXN) - 1.34%	n/a (n/a) - 0.39%
#19	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.17%	n/a (n/a) - 0.32%
#20	ANALOG DEVICES INC (ADI) - 1.05%	n/a (n/a) - 0.31%
#21	AMPHENOL CORP CLASS A (APH) - 1.00%	PERU (REPUBLIC OF) 7.3% (n/a) - 0.28%
#22	ARISTA NETWORKS INC (ANET) - 0.97%	COMPEER FINANCIAL, ACA 7.875% (n/a) - 0.28%
#23	SALESFORCE INC (CRM) - 0.92%	SMBC AVIATION CAPITAL FINANCE 5.25% (n/a) - 0.27%
#24	QUALCOMM INC (QCOM) - 0.88%	BANK OF AMERICA CORP. 5.872% (n/a) - 0.27%
#25	SANDISK CORP ORDINARY SHARES (SNDK) - 0.86%	JPMORGAN CHASE & CO. 5.572% (n/a) - 0.27%
Total Holdings	292	1022

IGM vs BOND - Historical Returns

Returns include dividend reinvestment.

Period	IGM	BOND
1 month	+21.65%	+0.20%
3 months	+20.78%	-0.04%
6 months	+19.99%	+1.31%
1 year	+60.68%	+7.29%
5 years(CAGR)	+20.08%	+0.57%
10 years(CAGR)	+24.64%	+2.26%
Max(CAGR)	+12.53%	+3.01%

Winner

IGM

+21.65%

BOND

+0.20%

Winner

IGM

+20.78%

BOND

-0.04%

Winner

IGM

+19.99%

BOND

+1.31%

Winner

IGM

+60.68%

BOND

+7.29%

5Y(CAGR)

Winner

IGM

+20.08%

BOND

+0.57%

10Y(CAGR)

Winner

IGM

+24.64%

BOND

+2.26%

Max(CAGR)

Winner

IGM

+12.53%

BOND

+3.01%

IGM vs BOND - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IGM	BOND
2026	+19.37%	+0.89%
2025	+26.55%	+8.34%
2024	+40.71%	+3.33%
2023	+60.79%	+5.90%
2022	-36.30%	-14.20%
2021	+27.74%	-0.71%
2020	+42.37%	+7.52%
2019	+40.83%	+8.44%
2018	+0.88%	+0.14%
2017	+36.21%	+4.66%
2016	+15.44%	+2.92%
2015	+9.72%	+0.63%
2014	+15.91%	+6.51%
2013	+30.12%	-1.03%
2012	+12.93%	+11.91%
2011	-2.46%	N/A
2010	+10.41%	N/A
2009	+56.01%	N/A
2008	-42.38%	N/A
2007	+15.95%	N/A
2006	+6.51%	N/A
2005	+2.73%	N/A
2004	+2.37%	N/A
2003	+46.02%	N/A
2002	-41.77%	N/A
2001	-4.99%	N/A

IGM vs BOND Drawdown Comparison

The maximum drawdown for IGM was -65.59%, occurring on Oct 9, 2002. Recovery took 2442 trading sessions.

The maximum drawdown for BOND was -19.72%, occurring on Oct 21, 2022. Recovery took 1059 trading sessions.

The current BOND drawdown is -1.21%.

Rank	IGM	BOND
#1	-65.59% May 22, 2001 - Feb 7, 2011	-19.72% Aug 3, 2021 - Oct 21, 2025
#2	-40.68% Nov 19, 2021 - Dec 19, 2023	-10.88% Mar 9, 2020 - Jul 15, 2020
#3	-30.18% Feb 19, 2020 - Jun 5, 2020	-6.17% May 2, 2013 - May 15, 2014
#4	-26.38% Feb 18, 2025 - Jun 24, 2025	-3.81% Sep 30, 2016 - Apr 11, 2017
#5	-24.18% Aug 29, 2018 - Mar 21, 2019	-3.53% Apr 1, 2015 - Apr 28, 2016
#6	-20.11% Feb 17, 2011 - Feb 3, 2012	-3.12% Sep 8, 2017 - Jan 3, 2019
#7	-18.93% Mar 23, 2001 - Apr 18, 2001	-3.12% Dec 31, 2020 - Jul 19, 2021
#8	-17.31% Dec 4, 2015 - Jul 12, 2016	-2.84% Feb 27, 2026 - Mar 26, 2026
#9	-16.44% Oct 29, 2025 - Apr 16, 2026	-1.76% Jan 30, 2015 - Apr 1, 2015
#10	-14.79% Jul 10, 2024 - Oct 14, 2024	-1.61% Sep 4, 2019 - Jan 3, 2020
#11	-13.30% Apr 2, 2012 - Sep 14, 2012	-1.34% Apr 18, 2017 - Jun 2, 2017
#12	-12.78% Sep 2, 2020 - Dec 1, 2020	-1.03% Mar 8, 2012 - Mar 27, 2012
#13	-12.72% Jul 20, 2015 - Oct 23, 2015	-1.03% Jun 26, 2017 - Jul 21, 2017
#14	-11.46% Apr 29, 2019 - Jul 3, 2019	-1.03% Aug 7, 2020 - Nov 19, 2020
#15	-11.13% Sep 14, 2012 - Feb 1, 2013	-1.03% Oct 28, 2025 - Nov 26, 2025

Correlation

Correlation between IGM and BOND is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2004 - 2026)

IGM vs BOND dividend yield comparison.

Year	IGM	BOND
2026	0.03%	1.67%
2025	0.17%	5.11%
2024	0.22%	5.02%
2023	0.33%	4.06%
2022	0.66%	3.44%
2021	0.16%	2.58%
2020	0.32%	2.66%
2019	0.50%	3.38%
2018	0.57%	3.18%
2017	0.57%	2.87%
2016	0.90%	2.85%
2015	0.79%	4.14%
2014	0.88%	4.13%
2013	0.78%	2.82%
2012	0.94%	2.52%
2011	0.60%	0.00%
2010	0.41%	0.00%
2009	0.36%	0.00%
2008	0.58%	0.00%
2007	0.19%	0.00%
2006	0.08%	0.00%
2005	0.14%	0.00%
2004	0.70%	0.00%