IGM vs ONEQ
Comparison between ISHARES EXPANDED TECH SECTOR ETF (IGM, ETF) and FIDELITY NASDAQ COMPOSITE INDEX ETF (ONEQ, ETF).
5-Year PerformanceIGM has outperformed ONEQ, delivering a return of +20.1% compared to +14.2%
IGM vs ONEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IGM
$11B
ONEQ
$11B
Expense Ratio
IGM
0.39%
Winner
ONEQ
0.21%
Max Drawdown
IGM
65.59%
Winner
ONEQ
55.55%
Sharpe Ratio
Winner
IGM
1.72
ONEQ
1.51
5Y Beta
IGM
1.42
Winner
ONEQ
1.26
P/E Ratio
IGM
38.36
Winner
ONEQ
37.21
Forward P/E
Winner
IGM
22.54
ONEQ
24.59
5Y Dividends CAGR
IGM
6.80%
Winner
ONEQ
16.46%
5Y EPS CAGR
IGM
30.59%
Winner
ONEQ
32.57%
Debt to Equity
IGM
32.31%
ONEQ
N/A
P/S Ratio
IGM
6.83
Winner
ONEQ
3.74
P/B Ratio
IGM
8.49
Winner
ONEQ
8.02
IGM vs ONEQ - Holdings Comparison
IGM and ONEQ have 172 common holdings. Overlap is 59.20%
IGM's top 25 holdings weight is 74.00%. ONEQ's top 25 holdings weight is 73.61%.
| Rank | IGM | ONEQ |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 8.49% | NVIDIA CORP (NVDA) - 11.82% |
| #2 | NVIDIA CORP (NVDA) - 7.61% | APPLE INC (AAPL) - 10.10% |
| #3 | APPLE INC (AAPL) - 7.41% | MICROSOFT CORP (MSFT) - 7.15% |
| #4 | MICROSOFT CORP (MSFT) - 7.17% | AMAZON.COM INC (AMZN) - 6.01% |
| #5 | MICRON TECHNOLOGY INC (MU) - 5.38% | BROADCOM INC (AVGO) - 4.98% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 4.27% | ALPHABET INC CLASS A (GOOGL) - 4.60% |
| #7 | ADVANCED MICRO DEVICES INC (AMD) - 3.84% | ALPHABET INC CLASS C (GOOG) - 4.25% |
| #8 | ALPHABET INC CLASS C (GOOG) - 3.39% | TESLA INC (TSLA) - 3.47% |
| #9 | META PLATFORMS INC CLASS A (META) - 3.06% | META PLATFORMS INC CLASS A (META) - 2.85% |
| #10 | INTEL CORP (INTC) - 2.37% | n/a (n/a) - 2.63% |
| #11 | CISCO SYSTEMS INC (CSCO) - 2.21% | MICRON TECHNOLOGY INC (MU) - 2.60% |
| #12 | ORACLE CORP (ORCL) - 1.94% | WALMART INC (WMT) - 1.97% |
| #13 | LAM RESEARCH CORP (LRCX) - 1.83% | ADVANCED MICRO DEVICES INC (AMD) - 1.85% |
| #14 | n/a (PLTR) - 1.70% | INTEL CORP (INTC) - 1.17% |
| #15 | APPLIED MATERIALS INC (AMAT) - 1.68% | CISCO SYSTEMS INC (CSCO) - 1.10% |
| #16 | NETFLIX INC (NFLX) - 1.67% | COSTCO WHOLESALE CORP (COST) - 0.92% |
| #17 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.38% | LAM RESEARCH CORP (LRCX) - 0.91% |
| #18 | TEXAS INSTRUMENTS INC (TXN) - 1.23% | APPLIED MATERIALS INC (AMAT) - 0.85% |
| #19 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.20% | NETFLIX INC (NFLX) - 0.77% |
| #20 | KLA CORP (KLAC) - 1.17% | n/a (PLTR) - 0.76% |
| #21 | QUALCOMM INC (QCOM) - 1.13% | TEXAS INSTRUMENTS INC (TXN) - 0.61% |
| #22 | PALO ALTO NETWORKS INC (PANW) - 1.12% | KLA CORP (KLAC) - 0.58% |
| #23 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.93% | QUALCOMM INC (QCOM) - 0.56% |
| #24 | ANALOG DEVICES INC (ADI) - 0.91% | MARVELL TECHNOLOGY INC (MRVL) - 0.55% |
| #25 | SALESFORCE INC (CRM) - 0.91% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.55% |
| Total Holdings | 292 | 988 |
IGM vs ONEQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IGM
+4.09%
ONEQ
-0.69%
3M
Winner
IGM
+29.53%
ONEQ
+16.56%
6M
Winner
IGM
+23.24%
ONEQ
+12.27%
1Y
Winner
IGM
+48.57%
ONEQ
+32.91%
5Y(CAGR)
Winner
IGM
+20.08%
ONEQ
+14.18%
10Y(CAGR)
Winner
IGM
+24.59%
ONEQ
+19.48%
Max(CAGR)
IGM
+12.63%
Winner
ONEQ
+13.38%
IGM vs ONEQ - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGM | ONEQ |
|---|---|---|
| 2026 | +23.22% | +12.09% |
| 2025 | +26.55% | +21.08% |
| 2024 | +40.71% | +31.75% |
| 2023 | +60.79% | +46.53% |
| 2022 | -36.30% | -32.97% |
| 2021 | +27.74% | +24.00% |
| 2020 | +42.37% | +43.15% |
| 2019 | +40.83% | +37.55% |
| 2018 | +0.88% | -4.54% |
| 2017 | +36.21% | +28.37% |
| 2016 | +15.44% | +11.35% |
| 2015 | +9.72% | +7.55% |
| 2014 | +15.91% | +15.19% |
| 2013 | +30.12% | +35.41% |
| 2012 | +12.93% | +15.29% |
| 2011 | -2.46% | -2.18% |
| 2010 | +10.41% | +16.05% |
| 2009 | +56.01% | +39.93% |
| 2008 | -42.38% | -38.87% |
| 2007 | +15.95% | +9.80% |
| 2006 | +6.51% | +8.55% |
| 2005 | +2.73% | +3.01% |
| 2004 | +2.37% | +8.54% |
| 2003 | +46.02% | +9.20% |
| 2002 | -41.77% | N/A |
| 2001 | -4.99% | N/A |
IGM vs ONEQ Drawdown Comparison
The maximum drawdown for IGM was -65.59%, occurring on Oct 9, 2002. Recovery took 2442 trading sessions.
The maximum drawdown for ONEQ was -55.09%, occurring on Mar 9, 2009. Recovery took 823 trading sessions.
The current IGM drawdown is -6.80%. The current ONEQ drawdown is -4.37%.
| Rank | IGM | ONEQ |
|---|---|---|
| #1 | -65.59% May 22, 2001 - Feb 7, 2011 | -55.09% Oct 31, 2007 - Feb 7, 2011 |
| #2 | -40.68% Nov 19, 2021 - Dec 19, 2023 | -35.23% Nov 19, 2021 - Jan 29, 2024 |
| #3 | -30.18% Feb 19, 2020 - Jun 5, 2020 | -30.16% Feb 19, 2020 - Jun 5, 2020 |
| #4 | -26.38% Feb 18, 2025 - Jun 24, 2025 | -24.09% Dec 16, 2024 - Jun 26, 2025 |
| #5 | -24.18% Aug 29, 2018 - Mar 21, 2019 | -23.27% Aug 31, 2018 - Apr 23, 2019 |
| #6 | -20.11% Feb 17, 2011 - Feb 3, 2012 | -18.54% Jul 7, 2011 - Feb 2, 2012 |
| #7 | -18.93% Mar 23, 2001 - Apr 18, 2001 | -18.36% Jan 20, 2004 - Dec 3, 2004 |
| #8 | -17.31% Dec 4, 2015 - Jul 12, 2016 | -17.65% Jul 20, 2015 - Jul 29, 2016 |
| #9 | -16.44% Oct 29, 2025 - Apr 16, 2026 | -14.70% Apr 19, 2006 - Oct 16, 2006 |
| #10 | -14.79% Jul 10, 2024 - Oct 14, 2024 | -13.24% Jul 10, 2024 - Oct 29, 2024 |
| #11 | -13.30% Apr 2, 2012 - Sep 14, 2012 | -12.72% Dec 30, 2004 - Jul 20, 2005 |
| #12 | -12.78% Sep 2, 2020 - Dec 1, 2020 | -12.64% Oct 29, 2025 - Apr 15, 2026 |
| #13 | -12.72% Jul 20, 2015 - Oct 23, 2015 | -11.96% Sep 2, 2020 - Nov 25, 2020 |
| #14 | -11.46% Apr 29, 2019 - Jul 3, 2019 | -11.77% Mar 27, 2012 - Sep 6, 2012 |
| #15 | -11.13% Sep 14, 2012 - Feb 1, 2013 | -10.92% Sep 19, 2012 - Feb 1, 2013 |
Correlation
Correlation between IGM and ONEQ is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2003 - 2026)
IGM vs ONEQ dividend yield comparison.
| Year | IGM | ONEQ |
|---|---|---|
| 2026 | 0.03% | 0.30% |
| 2025 | 0.17% | 0.54% |
| 2024 | 0.22% | 0.65% |
| 2023 | 0.33% | 0.71% |
| 2022 | 0.66% | 0.97% |
| 2021 | 0.16% | 0.54% |
| 2020 | 0.32% | 0.71% |
| 2019 | 0.50% | 2.51% |
| 2018 | 0.57% | 1.08% |
| 2017 | 0.57% | 0.84% |
| 2016 | 0.90% | 1.12% |
| 2015 | 0.79% | 1.04% |
| 2014 | 0.88% | 1.19% |
| 2013 | 0.78% | 0.84% |
| 2012 | 0.94% | 1.42% |
| 2011 | 0.60% | 0.85% |
| 2010 | 0.41% | 0.68% |
| 2009 | 0.36% | 0.51% |
| 2008 | 0.58% | 0.92% |
| 2007 | 0.19% | 0.57% |
| 2006 | 0.08% | 0.46% |
| 2005 | 0.14% | 0.97% |
| 2004 | 0.70% | 1.20% |
| 2003 | 0.00% | 0.09% |
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