IGM vs IDV
Comparison between ISHARES EXPANDED TECH SECTOR ETF (IGM, ETF) and ISHARES INTERNATIONAL SELECT DIVIDEND ETF (IDV, ETF).
5-Year PerformanceIGM has outperformed IDV, delivering a return of +20.1% compared to +12.3%
IGM vs IDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGM
$7.80B
Winner
IDV
$7.90B
Expense Ratio
Winner
IGM
0.39%
IDV
0.50%
Max Drawdown
Winner
IGM
65.59%
IDV
72.82%
Sharpe Ratio
IGM
2.29
Winner
IDV
2.64
5Y Beta
IGM
1.40
Winner
IDV
0.49
P/E Ratio
IGM
38.89
IDV
N/A
Forward P/E
IGM
22.00
IDV
N/A
5Y Dividends CAGR
Winner
IGM
6.80%
IDV
5.94%
5Y EPS CAGR
IGM
30.66%
IDV
N/A
Debt to Equity
IGM
42.62%
IDV
N/A
P/S Ratio
IGM
6.60
IDV
N/A
P/B Ratio
IGM
8.03
IDV
N/A
IGM vs IDV - Holdings Comparison
IGM and IDV have 1 common holdings. Overlap is -0.03%
IGM's top 25 holdings weight is 74.83%. IDV's top 25 holdings weight is 50.29%.
| Rank | IGM | IDV |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 9.15% | TOTALENERGIES SE (TTE:XPAR) - 4.81% |
| #2 | NVIDIA CORP (NVDA) - 8.70% | BRITISH AMERICAN TOBACCO PLC (n/a) - 3.60% |
| #3 | MICROSOFT CORP (MSFT) - 7.84% | ENEL SPA (n/a) - 3.10% |
| #4 | APPLE INC (AAPL) - 7.67% | ENI SPA (n/a) - 2.83% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 4.71% | RIO TINTO PLC ORDINARY SHARES (n/a) - 2.81% |
| #6 | META PLATFORMS INC CLASS A (META) - 4.10% | MERCEDES-BENZ GROUP AG (MBG:XETR) - 2.37% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.76% | TELEFONICA SA (TEFOF) - 2.33% |
| #8 | MICRON TECHNOLOGY INC (MU) - 3.23% | AKER BP ASA (n/a) - 2.10% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 2.99% | ZURICH INSURANCE GROUP AG (n/a) - 1.85% |
| #10 | INTEL CORP (INTC) - 2.18% | VOLKSWAGEN AG PARTICIPATING PREFERRED (n/a) - 1.84% |
| #11 | NETFLIX INC (NFLX) - 2.11% | FORTESCUE LTD (n/a) - 1.80% |
| #12 | CISCO SYSTEMS INC (CSCO) - 1.91% | REPSOL SA (n/a) - 1.79% |
| #13 | n/a (PLTR) - 1.79% | OMV AG (n/a) - 1.66% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.77% | ORANGE SA (n/a) - 1.66% |
| #15 | APPLIED MATERIALS INC (AMAT) - 1.76% | ING GROEP NV (n/a) - 1.63% |
| #16 | ORACLE CORP (ORCL) - 1.61% | NORDEA BANK ABP (n/a) - 1.62% |
| #17 | KLA CORP (KLAC) - 1.36% | IMPERIAL BRANDS PLC (n/a) - 1.54% |
| #18 | TEXAS INSTRUMENTS INC (TXN) - 1.34% | NATWEST GROUP PLC (n/a) - 1.45% |
| #19 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.17% | BANK OF NOVA SCOTIA (BNS) - 1.44% |
| #20 | ANALOG DEVICES INC (ADI) - 1.05% | NATURGY ENERGY GROUP SA (n/a) - 1.41% |
| #21 | AMPHENOL CORP CLASS A (APH) - 1.00% | CARREFOUR (n/a) - 1.40% |
| #22 | ARISTA NETWORKS INC (ANET) - 0.97% | BANCO BPM SPA (n/a) - 1.34% |
| #23 | SALESFORCE INC (CRM) - 0.92% | KIA CORP (n/a) - 1.33% |
| #24 | QUALCOMM INC (QCOM) - 0.88% | APA GROUP (n/a) - 1.31% |
| #25 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.86% | BANCO DE SABADELL SA (n/a) - 1.27% |
| Total Holdings | 292 | 120 |
IGM vs IDV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IGM
+21.65%
IDV
+1.78%
3M
Winner
IGM
+20.78%
IDV
+3.47%
6M
IGM
+19.99%
Winner
IDV
+20.72%
1Y
Winner
IGM
+60.68%
IDV
+44.70%
5Y(CAGR)
Winner
IGM
+20.08%
IDV
+12.34%
10Y(CAGR)
Winner
IGM
+24.64%
IDV
+10.71%
Max(CAGR)
Winner
IGM
+12.53%
IDV
+4.92%
IGM vs IDV - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGM | IDV |
|---|---|---|
| 2026 | +19.37% | +11.98% |
| 2025 | +26.55% | +52.29% |
| 2024 | +40.71% | +4.41% |
| 2023 | +60.79% | +10.20% |
| 2022 | -36.30% | -7.00% |
| 2021 | +27.74% | +10.67% |
| 2020 | +42.37% | -7.01% |
| 2019 | +40.83% | +23.86% |
| 2018 | +0.88% | -11.18% |
| 2017 | +36.21% | +18.64% |
| 2016 | +15.44% | +9.21% |
| 2015 | +9.72% | -10.47% |
| 2014 | +15.91% | -4.46% |
| 2013 | +30.12% | +17.28% |
| 2012 | +12.93% | +16.31% |
| 2011 | -2.46% | -7.56% |
| 2010 | +10.41% | +8.59% |
| 2009 | +56.01% | +57.86% |
| 2008 | -42.38% | -51.98% |
| 2007 | +15.95% | -6.71% |
| 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 IDV Drawdown Comparison
The maximum drawdown for IGM was -65.59%, occurring on Oct 9, 2002. Recovery took 2442 trading sessions.
The maximum drawdown for IDV was -70.15%, occurring on Mar 9, 2009. Recovery took 1588 trading sessions.
The current IDV drawdown is -0.47%.
| Rank | IGM | IDV |
|---|---|---|
| #1 | -65.59% May 22, 2001 - Feb 7, 2011 | -70.15% Oct 31, 2007 - Feb 24, 2014 |
| #2 | -40.68% Nov 19, 2021 - Dec 19, 2023 | -42.50% Feb 12, 2020 - Mar 11, 2021 |
| #3 | -30.18% Feb 19, 2020 - Jun 5, 2020 | -32.43% Jul 3, 2014 - Jan 4, 2018 |
| #4 | -26.38% Feb 18, 2025 - Jun 24, 2025 | -29.12% Feb 9, 2022 - May 7, 2024 |
| #5 | -24.18% Aug 29, 2018 - Mar 21, 2019 | -17.77% Jan 26, 2018 - Nov 12, 2019 |
| #6 | -20.11% Feb 17, 2011 - Feb 3, 2012 | -16.68% Jul 19, 2007 - Oct 9, 2007 |
| #7 | -18.93% Mar 23, 2001 - Apr 18, 2001 | -11.86% Mar 18, 2025 - Apr 22, 2025 |
| #8 | -17.31% Dec 4, 2015 - Jul 12, 2016 | -10.14% Sep 27, 2024 - Mar 5, 2025 |
| #9 | -16.44% Oct 29, 2025 - Apr 16, 2026 | -9.60% Jun 2, 2021 - Jan 12, 2022 |
| #10 | -14.79% Jul 10, 2024 - Oct 14, 2024 | -8.52% Feb 25, 2026 - May 6, 2026 |
| #11 | -13.30% Apr 2, 2012 - Sep 14, 2012 | -6.86% May 17, 2024 - Aug 19, 2024 |
| #12 | -12.78% Sep 2, 2020 - Dec 1, 2020 | -4.19% Nov 12, 2025 - Nov 28, 2025 |
| #13 | -12.72% Jul 20, 2015 - Oct 23, 2015 | -3.96% Oct 12, 2007 - Oct 29, 2007 |
| #14 | -11.46% Apr 29, 2019 - Jul 3, 2019 | -3.33% Jul 23, 2025 - Aug 8, 2025 |
| #15 | -11.13% Sep 14, 2012 - Feb 1, 2013 | -3.17% Mar 6, 2014 - Apr 1, 2014 |
Correlation
Correlation between IGM and IDV is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2004 - 2026)
IGM vs IDV dividend yield comparison.
| Year | IGM | IDV |
|---|---|---|
| 2026 | 0.03% | 0.45% |
| 2025 | 0.17% | 4.94% |
| 2024 | 0.22% | 6.46% |
| 2023 | 0.33% | 6.51% |
| 2022 | 0.66% | 7.33% |
| 2021 | 0.16% | 5.78% |
| 2020 | 0.32% | 5.47% |
| 2019 | 0.50% | 5.15% |
| 2018 | 0.57% | 5.93% |
| 2017 | 0.57% | 4.52% |
| 2016 | 0.90% | 4.69% |
| 2015 | 0.79% | 5.08% |
| 2014 | 0.88% | 6.03% |
| 2013 | 0.78% | 4.48% |
| 2012 | 0.94% | 4.84% |
| 2011 | 0.60% | 5.47% |
| 2010 | 0.41% | 3.92% |
| 2009 | 0.36% | 3.37% |
| 2008 | 0.58% | 13.84% |
| 2007 | 0.19% | 2.26% |
| 2006 | 0.08% | 0.00% |
| 2005 | 0.14% | 0.00% |
| 2004 | 0.70% | 0.00% |
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