IGM vs FTCS
Comparison between ISHARES EXPANDED TECH SECTOR ETF (IGM, ETF) and FIRST TRUST CAPITAL STRENGTH ETF (FTCS, ETF).
5-Year PerformanceIGM has outperformed FTCS, delivering a return of +20.1% compared to +5.3%
IGM vs FTCS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGM
$7.80B
Winner
FTCS
$7.90B
Expense Ratio
Winner
IGM
0.39%
FTCS
0.52%
Max Drawdown
IGM
65.59%
Winner
FTCS
54.12%
Sharpe Ratio
Winner
IGM
2.29
FTCS
0.14
5Y Beta
IGM
1.40
Winner
FTCS
0.51
P/E Ratio
IGM
38.89
Winner
FTCS
21.93
Forward P/E
IGM
22.00
Winner
FTCS
18.72
PEG Ratio
IGM
N/A
FTCS
0.37
5Y Dividends CAGR
IGM
6.80%
Winner
FTCS
7.50%
5Y EPS CAGR
Winner
IGM
30.66%
FTCS
20.22%
Debt to Equity
Winner
IGM
42.62%
FTCS
139.90%
P/S Ratio
IGM
6.60
Winner
FTCS
2.31
P/B Ratio
IGM
8.03
Winner
FTCS
5.49
IGM vs FTCS - Holdings Comparison
IGM and FTCS have 6 common holdings. Overlap is 6.49%
IGM's top 25 holdings weight is 74.83%. FTCS's top 25 holdings weight is 54.94%.
| Rank | IGM | FTCS |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 9.15% | EOG RESOURCES INC (EOG) - 2.84% |
| #2 | NVIDIA CORP (NVDA) - 8.70% | LINDE PLC (LIN) - 2.34% |
| #3 | MICROSOFT CORP (MSFT) - 7.84% | ROSS STORES INC (ROST) - 2.33% |
| #4 | APPLE INC (AAPL) - 7.67% | GILEAD SCIENCES INC (GILD) - 2.30% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 4.71% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 2.30% |
| #6 | META PLATFORMS INC CLASS A (META) - 4.10% | JOHNSON & JOHNSON (JNJ) - 2.26% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.76% | CBOE GLOBAL MARKETS INC (CBOE) - 2.24% |
| #8 | MICRON TECHNOLOGY INC (MU) - 3.23% | LOCKHEED MARTIN CORP (LMT) - 2.23% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 2.99% | COCA-COLA CO (KO) - 2.23% |
| #10 | INTEL CORP (INTC) - 2.18% | ARCH CAPITAL GROUP LTD (ACGL) - 2.22% |
| #11 | NETFLIX INC (NFLX) - 2.11% | CISCO SYSTEMS INC (CSCO) - 2.22% |
| #12 | CISCO SYSTEMS INC (CSCO) - 1.91% | COSTCO WHOLESALE CORP (COST) - 2.18% |
| #13 | n/a (PLTR) - 1.79% | THE HERSHEY CO (HSY) - 2.17% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.77% | PEPSICO INC (PEP) - 2.17% |
| #15 | APPLIED MATERIALS INC (AMAT) - 1.76% | NORTHROP GRUMMAN CORP (NOC) - 2.15% |
| #16 | ORACLE CORP (ORCL) - 1.61% | HONEYWELL INTERNATIONAL INC (HON) - 2.12% |
| #17 | KLA CORP (KLAC) - 1.36% | WALMART INC (WMT) - 2.12% |
| #18 | TEXAS INSTRUMENTS INC (TXN) - 1.34% | SNAP-ON INC (SNA) - 2.10% |
| #19 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.17% | AFLAC INC (AFL) - 2.09% |
| #20 | ANALOG DEVICES INC (ADI) - 1.05% | DOVER CORP (DOV) - 2.08% |
| #21 | AMPHENOL CORP CLASS A (APH) - 1.00% | TJX COMPANIES INC (TJX) - 2.08% |
| #22 | ARISTA NETWORKS INC (ANET) - 0.97% | APPLE INC (AAPL) - 2.06% |
| #23 | SALESFORCE INC (CRM) - 0.92% | WR BERKLEY CORP (WRB) - 2.04% |
| #24 | QUALCOMM INC (QCOM) - 0.88% | COLGATE-PALMOLIVE CO (CL) - 2.04% |
| #25 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.86% | PROCTER & GAMBLE CO (PG) - 2.03% |
| Total Holdings | 292 | 52 |
IGM vs FTCS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IGM
+21.65%
FTCS
-2.34%
3M
Winner
IGM
+20.78%
FTCS
-6.24%
6M
Winner
IGM
+19.99%
FTCS
+1.66%
1Y
Winner
IGM
+60.68%
FTCS
+4.50%
5Y(CAGR)
Winner
IGM
+20.08%
FTCS
+5.33%
10Y(CAGR)
Winner
IGM
+24.64%
FTCS
+10.21%
Max(CAGR)
Winner
IGM
+12.53%
FTCS
+9.58%
IGM vs FTCS - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGM | FTCS |
|---|---|---|
| 2026 | +19.37% | +0.09% |
| 2025 | +26.55% | +6.98% |
| 2024 | +40.71% | +10.97% |
| 2023 | +60.79% | +8.67% |
| 2022 | -36.30% | -9.29% |
| 2021 | +27.74% | +28.70% |
| 2020 | +42.37% | +12.17% |
| 2019 | +40.83% | +27.07% |
| 2018 | +0.88% | -4.59% |
| 2017 | +36.21% | +25.89% |
| 2016 | +15.44% | +10.18% |
| 2015 | +9.72% | +1.98% |
| 2014 | +15.91% | +17.01% |
| 2013 | +30.12% | +32.53% |
| 2012 | +12.93% | +12.55% |
| 2011 | -2.46% | -3.85% |
| 2010 | +10.41% | +12.82% |
| 2009 | +56.01% | +35.20% |
| 2008 | -42.38% | -36.49% |
| 2007 | +15.95% | +11.59% |
| 2006 | +6.51% | +11.22% |
| 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 FTCS Drawdown Comparison
The maximum drawdown for IGM was -65.59%, occurring on Oct 9, 2002. Recovery took 2442 trading sessions.
The maximum drawdown for FTCS was -53.64%, occurring on Nov 20, 2008. Recovery took 904 trading sessions.
The current FTCS drawdown is -6.88%.
| Rank | IGM | FTCS |
|---|---|---|
| #1 | -65.59% May 22, 2001 - Feb 7, 2011 | -53.64% Jul 13, 2007 - Feb 11, 2011 |
| #2 | -40.68% Nov 19, 2021 - Dec 19, 2023 | -31.93% Feb 19, 2020 - Aug 6, 2020 |
| #3 | -30.18% Feb 19, 2020 - Jun 5, 2020 | -24.50% May 2, 2011 - Mar 13, 2012 |
| #4 | -26.38% Feb 18, 2025 - Jun 24, 2025 | -20.94% Dec 29, 2021 - Feb 15, 2024 |
| #5 | -24.18% Aug 29, 2018 - Mar 21, 2019 | -18.64% Sep 21, 2018 - Apr 16, 2019 |
| #6 | -20.11% Feb 17, 2011 - Feb 3, 2012 | -17.33% Apr 2, 2012 - Sep 14, 2012 |
| #7 | -18.93% Mar 23, 2001 - Apr 18, 2001 | -12.62% Nov 29, 2024 - Aug 13, 2025 |
| #8 | -17.31% Dec 4, 2015 - Jul 12, 2016 | -10.94% Mar 2, 2015 - Mar 17, 2016 |
| #9 | -16.44% Oct 29, 2025 - Apr 16, 2026 | -10.45% Jan 26, 2018 - Aug 29, 2018 |
| #10 | -14.79% Jul 10, 2024 - Oct 14, 2024 | -8.66% Oct 18, 2012 - Jan 2, 2013 |
| #11 | -13.30% Apr 2, 2012 - Sep 14, 2012 | -8.00% Sep 2, 2020 - Nov 13, 2020 |
| #12 | -12.78% Sep 2, 2020 - Dec 1, 2020 | -7.74% Mar 2, 2026 - Mar 27, 2026 |
| #13 | -12.72% Jul 20, 2015 - Oct 23, 2015 | -6.26% Sep 2, 2021 - Oct 25, 2021 |
| #14 | -11.46% Apr 29, 2019 - Jul 3, 2019 | -6.09% Sep 19, 2014 - Oct 29, 2014 |
| #15 | -11.13% Sep 14, 2012 - Feb 1, 2013 | -5.96% Feb 17, 2011 - Apr 6, 2011 |
Correlation
Correlation between IGM and FTCS 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 FTCS dividend yield comparison.
| Year | IGM | FTCS |
|---|---|---|
| 2026 | 0.03% | 0.31% |
| 2025 | 0.17% | 1.04% |
| 2024 | 0.22% | 1.33% |
| 2023 | 0.33% | 1.47% |
| 2022 | 0.66% | 1.23% |
| 2021 | 0.16% | 1.06% |
| 2020 | 0.32% | 0.93% |
| 2019 | 0.50% | 1.26% |
| 2018 | 0.57% | 1.26% |
| 2017 | 0.57% | 1.15% |
| 2016 | 0.90% | 1.43% |
| 2015 | 0.79% | 1.50% |
| 2014 | 0.88% | 2.01% |
| 2013 | 0.78% | 1.34% |
| 2012 | 0.94% | 1.81% |
| 2011 | 0.60% | 1.93% |
| 2010 | 0.41% | 1.74% |
| 2009 | 0.36% | 1.35% |
| 2008 | 0.58% | 1.89% |
| 2007 | 0.19% | 0.85% |
| 2006 | 0.08% | 0.40% |
| 2005 | 0.14% | 0.00% |
| 2004 | 0.70% | 0.00% |
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