IGM vs EZU
Comparison between ISHARES EXPANDED TECH SECTOR ETF (IGM, ETF) and ISHARES MSCI EUROZONE ETF (EZU, ETF).
5-Year PerformanceIGM has outperformed EZU, delivering a return of +21.3% compared to +9.5%
IGM vs EZU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGM
$9.50B
EZU
$9.50B
Expense Ratio
Winner
IGM
0.39%
EZU
0.50%
Max Drawdown
Winner
IGM
65.59%
EZU
67.97%
Sharpe Ratio
Winner
IGM
2.20
EZU
0.99
5Y Beta
IGM
1.40
Winner
EZU
0.77
P/E Ratio
IGM
41.44
EZU
N/A
Forward P/E
IGM
24.21
EZU
N/A
5Y Dividends CAGR
IGM
6.80%
Winner
EZU
14.17%
5Y EPS CAGR
IGM
31.19%
EZU
N/A
Debt to Equity
IGM
43.84%
EZU
N/A
P/S Ratio
IGM
7.61
EZU
N/A
P/B Ratio
IGM
9.23
EZU
N/A
IGM vs EZU - Holdings Comparison
IGM and EZU have 1 common holdings. Overlap is -0.05%
IGM's top 25 holdings weight is 70.44%. EZU's top 25 holdings weight is 48.45%.
| Rank | IGM | EZU |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 8.97% | ASML HOLDING NV (n/a) - 7.61% |
| #2 | NVIDIA CORP (NVDA) - 7.85% | SIEMENS AG (n/a) - 2.69% |
| #3 | APPLE INC (AAPL) - 7.81% | TOTALENERGIES SE (TTE:XPAR) - 2.41% |
| #4 | MICROSOFT CORP (MSFT) - 7.52% | BANCO SANTANDER SA (n/a) - 2.38% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 5.07% | SAP SE (n/a) - 2.25% |
| #6 | ALPHABET INC CLASS C (GOOG) - 4.03% | ALLIANZ SE (n/a) - 2.22% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.63% | SCHNEIDER ELECTRIC SE (n/a) - 2.20% |
| #8 | MICRON TECHNOLOGY INC (MU) - 3.50% | IBERDROLA SA (n/a) - 2.02% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 3.00% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 2.00% |
| #10 | INTEL CORP (INTC) - 2.42% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 1.86% |
| #11 | NETFLIX INC (NFLX) - 2.07% | DEUTSCHE TELEKOM AG (n/a) - 1.76% |
| #12 | CISCO SYSTEMS INC (CSCO) - 1.97% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.74% |
| #13 | n/a (PLTR) - 1.80% | SAFRAN SA (n/a) - 1.72% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.74% | AIR LIQUIDE SA (n/a) - 1.69% |
| #15 | APPLIED MATERIALS INC (AMAT) - 1.67% | AIRBUS SE (n/a) - 1.55% |
| #16 | ORACLE CORP (ORCL) - 1.65% | UNICREDIT SPA (n/a) - 1.48% |
| #17 | TEXAS INSTRUMENTS INC (TXN) - 1.37% | BNP PARIBAS ACT. CAT.A (n/a) - 1.40% |
| #18 | KLA CORP (KLAC) - 1.21% | SANOFI SA (n/a) - 1.36% |
| #19 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.16% | L'OREAL SA (n/a) - 1.33% |
| #20 | ANALOG DEVICES INC (ADI) - 1.05% | ENEL SPA (n/a) - 1.24% |
| #21 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.21% | INTESA SANPAOLO (n/a) - 1.22% |
| #22 | ROPER TECHNOLOGIES INC (ROP) - 0.20% | n/a (n/a) - 1.11% |
| #23 | JABIL INC (JBL) - 0.19% | ING GROEP NV (n/a) - 1.11% |
| #24 | FLEX LTD (FLEX) - 0.18% | AXA SA (n/a) - 1.06% |
| #25 | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 0.17% | VINCI SA (n/a) - 1.04% |
| Total Holdings | 251 | 229 |
IGM vs EZU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IGM
+18.51%
EZU
+0.27%
3M
Winner
IGM
+24.96%
EZU
-0.16%
6M
Winner
IGM
+21.38%
EZU
+7.21%
1Y
Winner
IGM
+50.90%
EZU
+20.33%
5Y(CAGR)
Winner
IGM
+21.27%
EZU
+9.51%
10Y(CAGR)
Winner
IGM
+24.62%
EZU
+10.02%
Max(CAGR)
Winner
IGM
+12.54%
EZU
+5.06%
IGM vs EZU - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGM | EZU |
|---|---|---|
| 2026 | +19.59% | +3.46% |
| 2025 | +26.55% | +41.08% |
| 2024 | +40.71% | +3.71% |
| 2023 | +60.79% | +21.81% |
| 2022 | -36.30% | -18.04% |
| 2021 | +27.74% | +12.61% |
| 2020 | +42.37% | +6.29% |
| 2019 | +40.83% | +23.88% |
| 2018 | +0.88% | -17.16% |
| 2017 | +36.21% | +27.62% |
| 2016 | +15.44% | +3.55% |
| 2015 | +9.72% | -1.76% |
| 2014 | +15.91% | -7.62% |
| 2013 | +30.12% | +26.14% |
| 2012 | +12.93% | +19.92% |
| 2011 | -2.46% | -18.64% |
| 2010 | +10.41% | -5.69% |
| 2009 | +56.01% | +24.52% |
| 2008 | -42.38% | -45.63% |
| 2007 | +15.95% | +17.77% |
| 2006 | +6.51% | +30.87% |
| 2005 | +2.73% | +9.23% |
| 2004 | +2.37% | +19.83% |
| 2003 | +46.02% | +38.67% |
| 2002 | -41.77% | -22.54% |
| 2001 | -4.99% | -22.44% |
IGM vs EZU Drawdown Comparison
The maximum drawdown for IGM was -65.59%, occurring on Oct 9, 2002. Recovery took 2442 trading sessions.
The maximum drawdown for EZU was -65.34%, occurring on Mar 9, 2009. Recovery took 2568 trading sessions.
The current IGM drawdown is -0.45%. The current EZU drawdown is -2.85%.
| Rank | IGM | EZU |
|---|---|---|
| #1 | -65.59% May 22, 2001 - Feb 7, 2011 | -65.34% Oct 31, 2007 - Jan 12, 2018 |
| #2 | -40.68% Nov 19, 2021 - Dec 19, 2023 | -50.74% Jan 3, 2001 - Dec 23, 2004 |
| #3 | -30.18% Feb 19, 2020 - Jun 5, 2020 | -41.36% Jan 26, 2018 - Dec 2, 2020 |
| #4 | -26.38% Feb 18, 2025 - Jun 24, 2025 | -36.06% Sep 2, 2021 - Feb 21, 2024 |
| #5 | -24.18% Aug 29, 2018 - Mar 21, 2019 | -15.08% May 10, 2006 - Sep 28, 2006 |
| #6 | -20.11% Feb 17, 2011 - Feb 3, 2012 | -15.02% Mar 18, 2025 - May 2, 2025 |
| #7 | -18.93% Mar 23, 2001 - Apr 18, 2001 | -13.70% Jul 17, 2007 - Oct 9, 2007 |
| #8 | -17.31% Dec 4, 2015 - Jul 12, 2016 | -13.06% Feb 25, 2026 - Mar 20, 2026 |
| #9 | -16.44% Oct 29, 2025 - Apr 16, 2026 | -10.97% Sep 27, 2024 - Feb 13, 2025 |
| #10 | -14.79% Jul 10, 2024 - Oct 14, 2024 | -9.22% May 15, 2024 - Sep 26, 2024 |
| #11 | -13.30% Apr 2, 2012 - Sep 14, 2012 | -8.62% Mar 8, 2005 - Aug 2, 2005 |
| #12 | -12.78% Sep 2, 2020 - Dec 1, 2020 | -7.65% Feb 26, 2007 - Mar 30, 2007 |
| #13 | -12.72% Jul 20, 2015 - Oct 23, 2015 | -7.08% Jun 15, 2021 - Aug 13, 2021 |
| #14 | -11.46% Apr 29, 2019 - Jul 3, 2019 | -6.86% Sep 9, 2005 - Dec 12, 2005 |
| #15 | -11.13% Sep 14, 2012 - Feb 1, 2013 | -5.77% Nov 12, 2025 - Dec 10, 2025 |
Correlation
Correlation between IGM and EZU is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2001 - 2026)
IGM vs EZU dividend yield comparison.
| Year | IGM | EZU |
|---|---|---|
| 2026 | 0.03% | 0.00% |
| 2025 | 0.17% | 2.85% |
| 2024 | 0.22% | 2.90% |
| 2023 | 0.33% | 2.56% |
| 2022 | 0.66% | 2.79% |
| 2021 | 0.16% | 2.46% |
| 2020 | 0.32% | 2.13% |
| 2019 | 0.50% | 2.84% |
| 2018 | 0.57% | 3.47% |
| 2017 | 0.57% | 1.91% |
| 2016 | 0.90% | 3.07% |
| 2015 | 0.79% | 2.18% |
| 2014 | 0.88% | 2.97% |
| 2013 | 0.78% | 2.23% |
| 2012 | 0.94% | 2.73% |
| 2011 | 0.60% | 4.18% |
| 2010 | 0.41% | 2.61% |
| 2009 | 0.36% | 2.79% |
| 2008 | 0.58% | 7.69% |
| 2007 | 0.19% | 2.48% |
| 2006 | 0.08% | 1.79% |
| 2005 | 0.14% | 1.70% |
| 2004 | 0.70% | 1.79% |
| 2003 | 0.00% | 1.38% |
| 2002 | 0.00% | 1.03% |
| 2001 | 0.00% | 1.19% |
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