IGM vs FNDE
Comparison between ISHARES EXPANDED TECH SECTOR ETF (IGM, ETF) and SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF (FNDE, ETF).
5-Year PerformanceIGM has outperformed FNDE, delivering a return of +18.5% compared to +11.4%
IGM vs FNDE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IGM
$10B
FNDE
$9.70B
Expense Ratio
Winner
IGM
0.37%
FNDE
0.39%
Max Drawdown
IGM
65.59%
Winner
FNDE
45.41%
Sharpe Ratio
IGM
1.29
Winner
FNDE
1.35
5Y Beta
IGM
1.44
Winner
FNDE
0.69
P/E Ratio
IGM
35.64
FNDE
N/A
Forward P/E
IGM
20.70
FNDE
N/A
5Y Dividends CAGR
IGM
9.25%
Winner
FNDE
13.65%
5Y EPS CAGR
IGM
32.99%
FNDE
N/A
Debt to Equity
IGM
54.96%
FNDE
N/A
P/S Ratio
IGM
7.05
FNDE
N/A
P/B Ratio
IGM
8.52
FNDE
N/A
IGM vs FNDE - Holdings Comparison
IGM and FNDE have 1 common holdings. Overlap is 0.00%
IGM's top 25 holdings weight is 76.68%. FNDE's top 25 holdings weight is 38.91%.
| Rank | IGM | FNDE |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 9.90% | n/a (n/a) - 5.79% |
| #2 | NVIDIA CORP (NVDA) - 8.93% | n/a (n/a) - 3.11% |
| #3 | BROADCOM INC (AVGO) - 8.38% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 2.83% |
| #4 | APPLE INC (AAPL) - 8.28% | VALE SA (n/a) - 2.52% |
| #5 | MICRON TECHNOLOGY INC (MU) - 4.32% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.44% |
| #6 | META PLATFORMS INC CLASS A (META) - 4.29% | n/a (n/a) - 2.34% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 4.28% | PETROLEO BRASILEIRO SA PETROBRAS (n/a) - 2.21% |
| #8 | ALPHABET INC CLASS C (GOOG) - 3.44% | TENCENT HOLDINGS LTD (n/a) - 1.93% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 3.44% | JD.COM INC ADR (JD) - 1.73% |
| #10 | INTEL CORP (INTC) - 2.18% | n/a (n/a) - 1.61% |
| #11 | CISCO SYSTEMS INC (CSCO) - 2.14% | MEDIATEK INC (n/a) - 1.47% |
| #12 | APPLIED MATERIALS INC (AMAT) - 1.90% | n/a (n/a) - 1.32% |
| #13 | LAM RESEARCH CORP (LRCX) - 1.78% | BANK OF CHINA LTD CLASS H (n/a) - 1.24% |
| #14 | n/a (PLTR) - 1.71% | PETROCHINA CO LTD CLASS H (n/a) - 1.08% |
| #15 | PALO ALTO NETWORKS INC (PANW) - 1.37% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.98% |
| #16 | NETFLIX INC (NFLX) - 1.36% | CHINA PETROLEUM & CHEMICAL CORP CLASS H (n/a) - 0.95% |
| #17 | KLA CORP (KLAC) - 1.19% | UNITED MICROELECTRONICS CORP (n/a) - 0.91% |
| #18 | ORACLE CORP (ORCL) - 1.14% | RELIANCE INDUSTRIES LTD (n/a) - 0.90% |
| #19 | TEXAS INSTRUMENTS INC (TXN) - 1.10% | n/a (n/a) - 0.89% |
| #20 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.99% | LENOVO GROUP LTD (n/a) - 0.88% |
| #21 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.97% | XIAOMI CORP CLASS B (n/a) - 0.36% |
| #22 | ARISTA NETWORKS INC (ANET) - 0.95% | NETEASE INC ORDINARY SHARES (n/a) - 0.36% |
| #23 | AMPHENOL CORP CLASS A (APH) - 0.91% | CHINA RESOURCES LAND LTD (n/a) - 0.36% |
| #24 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.87% | IMPALA PLATINUM HOLDINGS LTD (n/a) - 0.35% |
| #25 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.86% | CHINA OVERSEAS LAND & INVESTMENT LTD (n/a) - 0.35% |
| Total Holdings | 298 | 348 |
IGM vs FNDE - Historical Returns
Returns include dividend reinvestment.
1M
IGM
+0.91%
Winner
FNDE
+2.85%
3M
IGM
+2.02%
Winner
FNDE
+4.08%
6M
Winner
IGM
+26.91%
FNDE
+4.36%
1Y
Winner
IGM
+38.77%
FNDE
+27.25%
5Y(CAGR)
Winner
IGM
+18.50%
FNDE
+11.36%
10Y(CAGR)
Winner
IGM
+23.54%
FNDE
+9.90%
Max(CAGR)
Winner
IGM
+12.51%
FNDE
+7.29%
IGM vs FNDE - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGM | FNDE |
|---|---|---|
| 2026 | +22.91% | +14.25% |
| 2025 | +26.55% | +30.23% |
| 2024 | +40.71% | +13.79% |
| 2023 | +60.79% | +14.35% |
| 2022 | -36.30% | -16.36% |
| 2021 | +27.74% | +14.20% |
| 2020 | +42.37% | -4.49% |
| 2019 | +40.83% | +19.23% |
| 2018 | +0.88% | -11.71% |
| 2017 | +36.21% | +24.66% |
| 2016 | +15.44% | +36.22% |
| 2015 | +9.72% | -19.29% |
| 2014 | +15.91% | -8.71% |
| 2013 | +30.12% | +7.53% |
| 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 FNDE Drawdown Comparison
The maximum drawdown for IGM was -65.59%, occurring on Oct 9, 2002. Recovery took 2442 trading sessions.
The maximum drawdown for FNDE was -43.56%, occurring on Jan 20, 2016. Recovery took 721 trading sessions.
The current IGM drawdown is -7.04%. The current FNDE drawdown is -0.67%.
| Rank | IGM | FNDE |
|---|---|---|
| #1 | -65.59% May 22, 2001 - Feb 7, 2011 | -43.56% Sep 3, 2014 - Jul 14, 2017 |
| #2 | -40.68% Nov 19, 2021 - Dec 19, 2023 | -39.99% Jan 26, 2018 - Feb 9, 2021 |
| #3 | -30.18% Feb 19, 2020 - Jun 5, 2020 | -29.43% Feb 16, 2022 - May 15, 2024 |
| #4 | -26.38% Feb 18, 2025 - Jun 24, 2025 | -18.39% Oct 7, 2024 - Jun 11, 2025 |
| #5 | -24.18% Aug 29, 2018 - Mar 21, 2019 | -14.52% Oct 22, 2013 - Jul 2, 2014 |
| #6 | -20.11% Feb 17, 2011 - Feb 3, 2012 | -10.23% Feb 25, 2026 - May 5, 2026 |
| #7 | -18.93% Mar 23, 2001 - Apr 18, 2001 | -8.91% Jul 12, 2024 - Sep 24, 2024 |
| #8 | -17.31% Dec 4, 2015 - Jul 12, 2016 | -8.45% Oct 20, 2021 - Jan 12, 2022 |
| #9 | -16.44% Oct 29, 2025 - Apr 16, 2026 | -6.90% Jun 10, 2021 - Oct 15, 2021 |
| #10 | -14.79% Jul 10, 2024 - Oct 14, 2024 | -6.81% Jun 2, 2026 - Jun 26, 2026 |
| #11 | -14.46% Jun 2, 2026 - Jul 29, 2026 | -5.21% May 17, 2024 - Jul 11, 2024 |
| #12 | -13.30% Apr 2, 2012 - Sep 14, 2012 | -5.10% Sep 18, 2013 - Oct 18, 2013 |
| #13 | -12.78% Sep 2, 2020 - Dec 1, 2020 | -4.49% May 7, 2021 - May 28, 2021 |
| #14 | -12.72% Jul 20, 2015 - Oct 23, 2015 | -4.36% Mar 11, 2021 - Apr 15, 2021 |
| #15 | -11.46% Apr 29, 2019 - Jul 3, 2019 | -4.32% Oct 6, 2025 - Oct 20, 2025 |
Correlation
Correlation between IGM and FNDE is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2004 - 2026)
IGM vs FNDE dividend yield comparison.
| Year | IGM | FNDE |
|---|---|---|
| 2026 | 0.07% | 0.45% |
| 2025 | 0.17% | 4.19% |
| 2024 | 0.22% | 4.82% |
| 2023 | 0.33% | 4.74% |
| 2022 | 0.66% | 5.59% |
| 2021 | 0.16% | 4.32% |
| 2020 | 0.32% | 2.50% |
| 2019 | 0.50% | 3.47% |
| 2018 | 0.57% | 2.98% |
| 2017 | 0.57% | 2.05% |
| 2016 | 0.90% | 1.65% |
| 2015 | 0.79% | 2.02% |
| 2014 | 0.88% | 1.36% |
| 2013 | 0.78% | 0.51% |
| 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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