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IGM vs IAGG

Comparison between ISHARES EXPANDED TECH SECTOR ETF (IGM, ETF) and ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (IAGG, ETF).

5-Year PerformanceIGM has outperformed IAGG, delivering a return of +18.5% compared to +0.9%

IGM vs IAGG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IGM
$11B
IAGG
$11B
Expense Ratio
IGM
0.39%
Winner
IAGG
0.07%
Max Drawdown
IGM
65.59%
Winner
IAGG
15.86%
Sharpe Ratio
Winner
IGM
1.31
IAGG
-0.41
5Y Beta
IGM
1.43
Winner
IAGG
0.03
P/E Ratio
IGM
37.46
IAGG
N/A
Forward P/E
IGM
20.56
IAGG
N/A
5Y Dividends CAGR
IGM
9.25%
Winner
IAGG
36.14%
5Y EPS CAGR
IGM
34.42%
IAGG
N/A
Debt to Equity
IGM
27.44%
IAGG
N/A
P/S Ratio
IGM
7.52
IAGG
N/A
P/B Ratio
IGM
8.92
IAGG
N/A

IGM vs IAGG - Historical Returns

Returns include dividend reinvestment.

1M
IGM
-3.54%
Winner
IAGG
-0.31%
3M
Winner
IGM
+13.76%
IAGG
+0.67%
6M
Winner
IGM
+19.09%
IAGG
+0.74%
1Y
Winner
IGM
+37.01%
IAGG
+2.38%
5Y(CAGR)
Winner
IGM
+18.50%
IAGG
+0.95%
10Y(CAGR)
Winner
IGM
+23.85%
IAGG
+2.03%
Max(CAGR)
Winner
IGM
+12.46%
IAGG
+2.47%

IGM vs IAGG - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearIGMIAGG
2026+20.16%+1.11%
2025+26.55%+3.18%
2024+40.71%+4.89%
2023+60.79%+7.70%
2022-36.30%-10.50%
2021+27.74%-1.82%
2020+42.37%+4.29%
2019+40.83%+7.93%
2018+0.88%+3.24%
2017+36.21%+2.38%
2016+15.44%+4.91%
2015+9.72%-0.09%
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 IAGG Drawdown Comparison

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

The maximum drawdown for IAGG was -13.88%, occurring on Oct 14, 2022. Recovery took 1027 trading sessions.

The current IGM drawdown is -9.12%. The current IAGG drawdown is -0.72%.

RankIGMIAGG
#1-65.59%
May 22, 2001 - Feb 7, 2011
-13.88%
Dec 31, 2020 - Feb 4, 2025
#2-40.68%
Nov 19, 2021 - Dec 19, 2023
-5.93%
Mar 9, 2020 - Jul 30, 2020
#3-30.18%
Feb 19, 2020 - Jun 5, 2020
-3.93%
Sep 7, 2016 - Oct 31, 2017
#4-26.38%
Feb 18, 2025 - Jun 24, 2025
-3.70%
Dec 8, 2017 - Dec 18, 2018
#5-24.18%
Aug 29, 2018 - Mar 21, 2019
-2.32%
Feb 27, 2026 - Mar 27, 2026
#6-20.11%
Feb 17, 2011 - Feb 3, 2012
-2.07%
Aug 28, 2019 - Jan 29, 2020
#7-18.93%
Mar 23, 2001 - Apr 18, 2001
-1.67%
Feb 28, 2025 - Apr 16, 2025
#8-17.31%
Dec 4, 2015 - Jul 12, 2016
-1.04%
Dec 2, 2015 - Jan 14, 2016
#9-16.44%
Oct 29, 2025 - Apr 16, 2026
-0.94%
Aug 4, 2020 - Sep 29, 2020
#10-14.79%
Jul 10, 2024 - Oct 14, 2024
-0.85%
Apr 30, 2025 - May 30, 2025
#11-13.30%
Apr 2, 2012 - Sep 14, 2012
-0.83%
Apr 5, 2016 - May 11, 2016
#12-12.78%
Sep 2, 2020 - Dec 1, 2020
-0.80%
Jun 16, 2016 - Jun 27, 2016
#13-12.72%
Jul 20, 2015 - Oct 23, 2015
-0.75%
Jul 3, 2019 - Jul 18, 2019
#14-11.46%
Apr 29, 2019 - Jul 3, 2019
-0.73%
Feb 5, 2025 - Feb 28, 2025
#15-11.13%
Sep 14, 2012 - Feb 1, 2013
-0.71%
Mar 28, 2019 - Apr 30, 2019

Correlation

Correlation between IGM and IAGG is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (2004 - 2026)

IGM vs IAGG dividend yield comparison.

YearIGMIAGG
20260.07%1.43%
20250.17%3.08%
20240.22%4.28%
20230.33%3.55%
20220.66%2.27%
20210.16%1.16%
20200.32%1.95%
20190.50%2.82%
20180.57%3.02%
20170.57%1.74%
20160.90%1.56%
20150.79%0.13%
20140.88%0.00%
20130.78%0.00%
20120.94%0.00%
20110.60%0.00%
20100.41%0.00%
20090.36%0.00%
20080.58%0.00%
20070.19%0.00%
20060.08%0.00%
20050.14%0.00%
20040.70%0.00%

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