IGM vs FDVV
Comparison between ISHARES EXPANDED TECH SECTOR ETF (IGM, ETF) and FIDELITY HIGH DIVIDEND ETF (FDVV, ETF).
5-Year PerformanceIGM has outperformed FDVV, delivering a return of +18.5% compared to +14.4%
IGM vs FDVV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGM
$10B
Winner
FDVV
$10B
Expense Ratio
IGM
0.37%
Winner
FDVV
0.15%
Max Drawdown
IGM
65.59%
Winner
FDVV
41.11%
Sharpe Ratio
IGM
1.29
Winner
FDVV
1.37
5Y Beta
IGM
1.44
Winner
FDVV
0.72
P/E Ratio
IGM
35.64
Winner
FDVV
20.09
Forward P/E
IGM
20.70
Winner
FDVV
18.03
PEG Ratio
IGM
N/A
FDVV
0.37
5Y Dividends CAGR
IGM
9.25%
Winner
FDVV
11.60%
5Y EPS CAGR
Winner
IGM
32.99%
FDVV
19.87%
Debt to Equity
IGM
54.96%
Winner
FDVV
-214.92%
P/S Ratio
IGM
7.05
Winner
FDVV
2.36
P/B Ratio
IGM
8.52
Winner
FDVV
3.45
IGM vs FDVV - Holdings Comparison
IGM and FDVV have 14 common holdings. Overlap is 27.41%
IGM's top 25 holdings weight is 76.68%. FDVV's top 25 holdings weight is 57.61%.
| Rank | IGM | FDVV |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 9.90% | NVIDIA CORP (NVDA) - 6.99% |
| #2 | NVIDIA CORP (NVDA) - 8.93% | APPLE INC (AAPL) - 6.05% |
| #3 | BROADCOM INC (AVGO) - 8.38% | MICROSOFT CORP (MSFT) - 5.22% |
| #4 | APPLE INC (AAPL) - 8.28% | BROADCOM INC (AVGO) - 3.31% |
| #5 | MICRON TECHNOLOGY INC (MU) - 4.32% | n/a (DELL) - 2.95% |
| #6 | META PLATFORMS INC CLASS A (META) - 4.29% | JPMORGAN CHASE & CO (JPM) - 2.77% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 4.28% | BANK OF AMERICA CORP (BAC) - 1.99% |
| #8 | ALPHABET INC CLASS C (GOOG) - 3.44% | ALPHABET INC CLASS A (GOOGL) - 1.92% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 3.44% | COCA-COLA CO (KO) - 1.91% |
| #10 | INTEL CORP (INTC) - 2.18% | THE GOLDMAN SACHS GROUP INC (GS) - 1.79% |
| #11 | CISCO SYSTEMS INC (CSCO) - 2.14% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.73% |
| #12 | APPLIED MATERIALS INC (AMAT) - 1.90% | PROCTER & GAMBLE CO (PG) - 1.68% |
| #13 | LAM RESEARCH CORP (LRCX) - 1.78% | THE HOME DEPOT INC (HD) - 1.65% |
| #14 | n/a (PLTR) - 1.71% | TJX COMPANIES INC (TJX) - 1.56% |
| #15 | PALO ALTO NETWORKS INC (PANW) - 1.37% | BEST BUY CO INC (BBY) - 1.55% |
| #16 | NETFLIX INC (NFLX) - 1.36% | STARBUCKS CORP (SBUX) - 1.54% |
| #17 | KLA CORP (KLAC) - 1.19% | BANCA MONTE DEI PASCHI DI SIENA (n/a) - 1.53% |
| #18 | ORACLE CORP (ORCL) - 1.14% | WELLS FARGO & CO (WFC) - 1.51% |
| #19 | TEXAS INSTRUMENTS INC (TXN) - 1.10% | BANCO BPM SPA (n/a) - 1.50% |
| #20 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.99% | PRUDENTIAL FINANCIAL INC (PRU) - 1.47% |
| #21 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.97% | ALTRIA GROUP INC (MO) - 1.43% |
| #22 | ARISTA NETWORKS INC (ANET) - 0.95% | U.S. BANCORP (USB) - 1.42% |
| #23 | AMPHENOL CORP CLASS A (APH) - 0.91% | BLACKSTONE INC (BX) - 1.40% |
| #24 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.87% | VAIL RESORTS INC (MTN) - 1.37% |
| #25 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.86% | n/a (n/a) - 1.37% |
| Total Holdings | 298 | 108 |
IGM vs FDVV - Historical Returns
Returns include dividend reinvestment.
1M
IGM
+0.91%
Winner
FDVV
+1.69%
3M
IGM
+2.02%
Winner
FDVV
+5.82%
6M
Winner
IGM
+26.91%
FDVV
+7.61%
1Y
Winner
IGM
+38.77%
FDVV
+19.54%
5Y(CAGR)
Winner
IGM
+18.50%
FDVV
+14.36%
10Y(CAGR)
Winner
IGM
+23.54%
FDVV
+13.65%
Max(CAGR)
IGM
+12.51%
Winner
FDVV
+13.65%
IGM vs FDVV - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGM | FDVV |
|---|---|---|
| 2026 | +22.91% | +12.53% |
| 2025 | +26.55% | +16.99% |
| 2024 | +40.71% | +21.74% |
| 2023 | +60.79% | +18.23% |
| 2022 | -36.30% | -4.97% |
| 2021 | +27.74% | +31.16% |
| 2020 | +42.37% | +2.54% |
| 2019 | +40.83% | +23.65% |
| 2018 | +0.88% | -1.96% |
| 2017 | +36.21% | +12.52% |
| 2016 | +15.44% | +5.06% |
| 2015 | +9.72% | N/A |
| 2014 | +15.91% | N/A |
| 2013 | +30.12% | N/A |
| 2012 | +12.93% | N/A |
| 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 FDVV Drawdown Comparison
The maximum drawdown for IGM was -65.59%, occurring on Oct 9, 2002. Recovery took 2442 trading sessions.
The maximum drawdown for FDVV was -40.21%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.
The current IGM drawdown is -7.04%. The current FDVV drawdown is -1.87%.
| Rank | IGM | FDVV |
|---|---|---|
| #1 | -65.59% May 22, 2001 - Feb 7, 2011 | -40.21% Feb 14, 2020 - Jan 6, 2021 |
| #2 | -40.68% Nov 19, 2021 - Dec 19, 2023 | -20.17% Mar 29, 2022 - Jul 12, 2023 |
| #3 | -30.18% Feb 19, 2020 - Jun 5, 2020 | -15.90% Feb 20, 2025 - Jun 24, 2025 |
| #4 | -26.38% Feb 18, 2025 - Jun 24, 2025 | -15.03% Sep 21, 2018 - Apr 1, 2019 |
| #5 | -24.18% Aug 29, 2018 - Mar 21, 2019 | -10.00% Jul 26, 2023 - Dec 13, 2023 |
| #6 | -20.11% Feb 17, 2011 - Feb 3, 2012 | -9.29% Feb 11, 2026 - May 6, 2026 |
| #7 | -18.93% Mar 23, 2001 - Apr 18, 2001 | -9.08% Jan 26, 2018 - Jul 10, 2018 |
| #8 | -17.31% Dec 4, 2015 - Jul 12, 2016 | -7.13% Apr 30, 2019 - Jul 3, 2019 |
| #9 | -16.44% Oct 29, 2025 - Apr 16, 2026 | -5.84% Jan 12, 2022 - Mar 22, 2022 |
| #10 | -14.79% Jul 10, 2024 - Oct 14, 2024 | -5.68% Jul 29, 2019 - Sep 11, 2019 |
| #11 | -14.46% Jun 2, 2026 - Jul 29, 2026 | -5.64% Nov 29, 2024 - Feb 19, 2025 |
| #12 | -13.30% Apr 2, 2012 - Sep 14, 2012 | -5.05% Jul 16, 2024 - Aug 15, 2024 |
| #13 | -12.78% Sep 2, 2020 - Dec 1, 2020 | -5.01% Sep 22, 2016 - Nov 18, 2016 |
| #14 | -12.72% Jul 20, 2015 - Oct 23, 2015 | -4.32% Nov 15, 2021 - Dec 10, 2021 |
| #15 | -11.46% Apr 29, 2019 - Jul 3, 2019 | -4.25% Sep 2, 2021 - Oct 15, 2021 |
Correlation
Correlation between IGM and FDVV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2004 - 2026)
IGM vs FDVV dividend yield comparison.
| Year | IGM | FDVV |
|---|---|---|
| 2026 | 0.07% | 1.52% |
| 2025 | 0.17% | 2.89% |
| 2024 | 0.22% | 2.94% |
| 2023 | 0.33% | 3.77% |
| 2022 | 0.66% | 3.44% |
| 2021 | 0.16% | 2.70% |
| 2020 | 0.32% | 3.19% |
| 2019 | 0.50% | 3.93% |
| 2018 | 0.57% | 4.05% |
| 2017 | 0.57% | 3.66% |
| 2016 | 0.90% | 1.04% |
| 2015 | 0.79% | 0.00% |
| 2014 | 0.88% | 0.00% |
| 2013 | 0.78% | 0.00% |
| 2012 | 0.94% | 0.00% |
| 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% |
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