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IGM vs NOBL

Comparison between ISHARES EXPANDED TECH SECTOR ETF (IGM, ETF) and PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF (NOBL, ETF).

5-Year PerformanceIGM has outperformed NOBL, delivering a return of +20.9% compared to +6.0%

IGM vs NOBL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IGM
$11B
Winner
NOBL
$11B
Expense Ratio
IGM
0.39%
Winner
NOBL
0.35%
Max Drawdown
IGM
65.59%
Winner
NOBL
35.43%
Sharpe Ratio
Winner
IGM
1.77
NOBL
0.80
5Y Beta
IGM
1.42
Winner
NOBL
0.51
P/E Ratio
IGM
38.36
Winner
NOBL
24.78
Forward P/E
IGM
22.51
Winner
NOBL
18.23
PEG Ratio
IGM
N/A
NOBL
1.05
5Y Dividends CAGR
Winner
IGM
9.25%
NOBL
5.62%
5Y EPS CAGR
Winner
IGM
30.59%
NOBL
6.24%
Debt to Equity
IGM
32.31%
Winner
NOBL
23.83%
P/S Ratio
IGM
6.83
Winner
NOBL
1.83
P/B Ratio
IGM
8.49
Winner
NOBL
3.62

IGM vs NOBL - Holdings Comparison

IGM and NOBL have 3 common holdings. Overlap is 1.55%

IGM's top 25 holdings weight is 74.00%. NOBL's top 25 holdings weight is 39.87%.

RankIGMNOBL
#1
BROADCOM INC (AVGO) - 8.49%
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.89%
#2
NVIDIA CORP (NVDA) - 7.61%
NUCOR CORP (NUE) - 1.82%
#3
APPLE INC (AAPL) - 7.41%
ARCHER-DANIELS-MIDLAND CO (ADM) - 1.73%
#4
MICROSOFT CORP (MSFT) - 7.17%
FRANKLIN RESOURCES INC (BEN) - 1.68%
#5
MICRON TECHNOLOGY INC (MU) - 5.38%
AUTOMATIC DATA PROCESSING INC (ADP) - 1.67%
#6
ALPHABET INC CLASS A (GOOGL) - 4.27%
WEST PHARMACEUTICAL SERVICES INC (WST) - 1.67%
#7
ADVANCED MICRO DEVICES INC (AMD) - 3.84%
CATERPILLAR INC (CAT) - 1.67%
#8
ALPHABET INC CLASS C (GOOG) - 3.39%
HORMEL FOODS CORP (HRL) - 1.61%
#9
META PLATFORMS INC CLASS A (META) - 3.06%
ESSEX PROPERTY TRUST INC (ESS) - 1.61%
#10
INTEL CORP (INTC) - 2.37%
W.W. GRAINGER INC (GWW) - 1.59%
#11
CISCO SYSTEMS INC (CSCO) - 2.21%
FEDERAL REALTY INVESTMENT TRUST (FRT) - 1.58%
#12
ORACLE CORP (ORCL) - 1.94%
COLGATE-PALMOLIVE CO (CL) - 1.58%
#13
LAM RESEARCH CORP (LRCX) - 1.83%
FACTSET RESEARCH SYSTEMS INC (FDS) - 1.56%
#14
n/a (PLTR) - 1.70%
ABBVIE INC (ABBV) - 1.54%
#15
APPLIED MATERIALS INC (AMAT) - 1.68%
COCA-COLA CO (KO) - 1.54%
#16
NETFLIX INC (NFLX) - 1.67%
T. ROWE PRICE GROUP INC (TROW) - 1.54%
#17
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.38%
JM SMUCKER CO (SJM) - 1.54%
#18
TEXAS INSTRUMENTS INC (TXN) - 1.23%
n/a (EXPD) - 1.53%
#19
SANDISK CORP ORDINARY SHARES (SNDK) - 1.20%
GENERAL DYNAMICS CORP (GD) - 1.52%
#20
KLA CORP (KLAC) - 1.17%
STANLEY BLACK & DECKER INC (SWK) - 1.52%
#21
QUALCOMM INC (QCOM) - 1.13%
CHURCH & DWIGHT CO INC (CHD) - 1.51%
#22
PALO ALTO NETWORKS INC (PANW) - 1.12%
PPG INDUSTRIES INC (PPG) - 1.50%
#23
SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.93%
EVERSOURCE ENERGY (ES) - 1.50%
#24
ANALOG DEVICES INC (ADI) - 0.91%
NORDSON CORP (NDSN) - 1.49%
#25
SALESFORCE INC (CRM) - 0.91%
EXXON MOBIL CORP (XOM) - 1.48%
Total Holdings29271

IGM vs NOBL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IGM
+7.10%
NOBL
+5.31%
3M
Winner
IGM
+33.42%
NOBL
+3.51%
6M
Winner
IGM
+29.29%
NOBL
+6.06%
1Y
Winner
IGM
+53.48%
NOBL
+13.32%
5Y(CAGR)
Winner
IGM
+20.85%
NOBL
+6.00%
10Y(CAGR)
Winner
IGM
+25.05%
NOBL
+9.95%
Max(CAGR)
Winner
IGM
+12.78%
NOBL
+10.46%

IGM vs NOBL - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearIGMNOBL
2026+27.71%+6.95%
2025+26.55%+7.59%
2024+40.71%+6.48%
2023+60.79%+8.00%
2022-36.30%-6.00%
2021+27.74%+27.46%
2020+42.37%+8.22%
2019+40.83%+28.20%
2018+0.88%-3.36%
2017+36.21%+20.64%
2016+15.44%+13.46%
2015+9.72%+0.50%
2014+15.91%+16.55%
2013+30.12%+8.60%
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 NOBL Drawdown Comparison

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

The maximum drawdown for NOBL was -35.43%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.

The current IGM drawdown is -3.41%. The current NOBL drawdown is -2.50%.

RankIGMNOBL
#1-65.59%
May 22, 2001 - Feb 7, 2011
-35.43%
Jan 17, 2020 - Oct 8, 2020
#2-40.68%
Nov 19, 2021 - Dec 19, 2023
-17.91%
Jan 4, 2022 - Jul 20, 2023
#3-30.18%
Feb 19, 2020 - Jun 5, 2020
-15.37%
Nov 29, 2024 - Jan 6, 2026
#4-26.38%
Feb 18, 2025 - Jun 24, 2025
-15.27%
Sep 21, 2018 - Mar 28, 2019
#5-24.18%
Aug 29, 2018 - Mar 21, 2019
-12.92%
Jul 26, 2023 - Feb 22, 2024
#6-20.11%
Feb 17, 2011 - Feb 3, 2012
-10.39%
Jan 26, 2018 - Sep 12, 2018
#7-18.93%
Mar 23, 2001 - Apr 18, 2001
-9.84%
Aug 17, 2015 - Mar 3, 2016
#8-17.31%
Dec 4, 2015 - Jul 12, 2016
-9.11%
Feb 27, 2026 - Mar 20, 2026
#9-16.44%
Oct 29, 2025 - Apr 16, 2026
-7.85%
Jul 20, 2016 - Feb 13, 2017
#10-14.79%
Jul 10, 2024 - Oct 14, 2024
-7.09%
Oct 12, 2020 - Nov 9, 2020
#11-13.30%
Apr 2, 2012 - Sep 14, 2012
-7.05%
Dec 30, 2013 - Mar 4, 2014
#12-12.78%
Sep 2, 2020 - Dec 1, 2020
-6.33%
Aug 16, 2021 - Nov 2, 2021
#13-12.72%
Jul 20, 2015 - Oct 23, 2015
-5.69%
Mar 28, 2024 - Jul 30, 2024
#14-11.46%
Apr 29, 2019 - Jul 3, 2019
-5.50%
Apr 30, 2019 - Jun 13, 2019
#15-11.13%
Sep 14, 2012 - Feb 1, 2013
-5.45%
Jul 30, 2019 - Sep 6, 2019

Correlation

Correlation between IGM and NOBL is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2004 - 2026)

IGM vs NOBL dividend yield comparison.

YearIGMNOBL
20260.07%0.46%
20250.17%2.14%
20240.22%2.05%
20230.33%2.09%
20220.66%1.94%
20210.16%1.89%
20200.32%2.14%
20190.50%1.89%
20180.57%2.37%
20170.57%1.74%
20160.90%2.13%
20150.79%2.02%
20140.88%1.60%
20130.78%0.30%
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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