IGM vs PRF
Comparison between ISHARES EXPANDED TECH SECTOR ETF (IGM, ETF) and INVESCO FTSE RAFI US 1000 ETF (PRF, ETF).
5-Year PerformanceIGM has outperformed PRF, delivering a return of +18.5% compared to +13.7%
IGM vs PRF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IGM
$10B
PRF
$9.80B
Expense Ratio
IGM
0.37%
Winner
PRF
0.34%
Max Drawdown
IGM
65.59%
Winner
PRF
61.60%
Sharpe Ratio
IGM
1.29
Winner
PRF
2.19
5Y Beta
IGM
1.44
Winner
PRF
0.77
P/E Ratio
IGM
35.64
Winner
PRF
23.23
Forward P/E
IGM
20.70
Winner
PRF
16.63
5Y Dividends CAGR
Winner
IGM
9.25%
PRF
8.10%
5Y EPS CAGR
Winner
IGM
32.99%
PRF
14.63%
Debt to Equity
IGM
54.96%
Winner
PRF
47.02%
P/S Ratio
IGM
7.05
Winner
PRF
1.86
P/B Ratio
IGM
8.52
Winner
PRF
2.95
IGM vs PRF - Holdings Comparison
IGM and PRF have 106 common holdings. Overlap is 21.69%
IGM's top 25 holdings weight is 76.68%. PRF's top 25 holdings weight is 33.79%.
| Rank | IGM | PRF |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 9.90% | APPLE INC (AAPL) - 4.20% |
| #2 | NVIDIA CORP (NVDA) - 8.93% | ALPHABET INC CLASS A (GOOGL) - 3.46% |
| #3 | BROADCOM INC (AVGO) - 8.38% | MICROSOFT CORP (MSFT) - 2.79% |
| #4 | APPLE INC (AAPL) - 8.28% | AMAZON.COM INC (AMZN) - 2.29% |
| #5 | MICRON TECHNOLOGY INC (MU) - 4.32% | INTEL CORP (INTC) - 1.88% |
| #6 | META PLATFORMS INC CLASS A (META) - 4.29% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.87% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 4.28% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.80% |
| #8 | ALPHABET INC CLASS C (GOOG) - 3.44% | JPMORGAN CHASE & CO (JPM) - 1.72% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 3.44% | META PLATFORMS INC CLASS A (META) - 1.45% |
| #10 | INTEL CORP (INTC) - 2.18% | BANK OF AMERICA CORP (BAC) - 1.28% |
| #11 | CISCO SYSTEMS INC (CSCO) - 2.14% | CHEVRON CORP (CVX) - 1.28% |
| #12 | APPLIED MATERIALS INC (AMAT) - 1.90% | UNITEDHEALTH GROUP INC (UNH) - 1.26% |
| #13 | LAM RESEARCH CORP (LRCX) - 1.78% | JOHNSON & JOHNSON (JNJ) - 1.12% |
| #14 | n/a (PLTR) - 1.71% | CITIGROUP INC (C) - 0.91% |
| #15 | PALO ALTO NETWORKS INC (PANW) - 1.37% | MICRON TECHNOLOGY INC (MU) - 0.91% |
| #16 | NETFLIX INC (NFLX) - 1.36% | CISCO SYSTEMS INC (CSCO) - 0.86% |
| #17 | KLA CORP (KLAC) - 1.19% | WELLS FARGO & CO (WFC) - 0.83% |
| #18 | ORACLE CORP (ORCL) - 1.14% | PFIZER INC (PFE) - 0.76% |
| #19 | TEXAS INSTRUMENTS INC (TXN) - 1.10% | MERCK & CO INC (MRK) - 0.76% |
| #20 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.99% | WALMART INC (WMT) - 0.75% |
| #21 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.97% | PEPSICO INC (PEP) - 0.33% |
| #22 | ARISTA NETWORKS INC (ANET) - 0.95% | COCA-COLA CO (KO) - 0.33% |
| #23 | AMPHENOL CORP CLASS A (APH) - 0.91% | GILEAD SCIENCES INC (GILD) - 0.33% |
| #24 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.87% | LOWE'S COMPANIES INC (LOW) - 0.31% |
| #25 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.86% | THE CIGNA GROUP (CI) - 0.31% |
| Total Holdings | 298 | 873 |
IGM vs PRF - Historical Returns
Returns include dividend reinvestment.
1M
IGM
+0.91%
Winner
PRF
+2.73%
3M
IGM
+2.02%
Winner
PRF
+6.58%
6M
Winner
IGM
+26.91%
PRF
+13.37%
1Y
Winner
IGM
+38.77%
PRF
+30.97%
5Y(CAGR)
Winner
IGM
+18.50%
PRF
+13.68%
10Y(CAGR)
Winner
IGM
+23.54%
PRF
+13.76%
Max(CAGR)
Winner
IGM
+12.51%
PRF
+10.81%
IGM vs PRF - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGM | PRF |
|---|---|---|
| 2026 | +22.91% | +19.43% |
| 2025 | +26.55% | +18.58% |
| 2024 | +40.71% | +16.62% |
| 2023 | +60.79% | +15.97% |
| 2022 | -36.30% | -8.43% |
| 2021 | +27.74% | +32.93% |
| 2020 | +42.37% | +7.20% |
| 2019 | +40.83% | +27.00% |
| 2018 | +0.88% | -9.27% |
| 2017 | +36.21% | +15.10% |
| 2016 | +15.44% | +18.82% |
| 2015 | +9.72% | -2.81% |
| 2014 | +15.91% | +13.21% |
| 2013 | +30.12% | +31.81% |
| 2012 | +12.93% | +15.15% |
| 2011 | -2.46% | -1.65% |
| 2010 | +10.41% | +17.32% |
| 2009 | +56.01% | +37.49% |
| 2008 | -42.38% | -39.32% |
| 2007 | +15.95% | +1.93% |
| 2006 | +6.51% | +17.29% |
| 2005 | +2.73% | -0.34% |
| 2004 | +2.37% | N/A |
| 2003 | +46.02% | N/A |
| 2002 | -41.77% | N/A |
| 2001 | -4.99% | N/A |
IGM vs PRF Drawdown Comparison
The maximum drawdown for IGM was -65.59%, occurring on Oct 9, 2002. Recovery took 2442 trading sessions.
The maximum drawdown for PRF was -60.36%, occurring on Mar 9, 2009. Recovery took 908 trading sessions.
The current IGM drawdown is -7.04%. The current PRF drawdown is -0.69%.
| Rank | IGM | PRF |
|---|---|---|
| #1 | -65.59% May 22, 2001 - Feb 7, 2011 | -60.36% Jul 13, 2007 - Feb 17, 2011 |
| #2 | -40.68% Nov 19, 2021 - Dec 19, 2023 | -38.13% Feb 12, 2020 - Nov 16, 2020 |
| #3 | -30.18% Feb 19, 2020 - Jun 5, 2020 | -21.26% Apr 29, 2011 - Mar 13, 2012 |
| #4 | -26.38% Feb 18, 2025 - Jun 24, 2025 | -19.76% Sep 21, 2018 - Jul 3, 2019 |
| #5 | -24.18% Aug 29, 2018 - Mar 21, 2019 | -19.74% Jan 12, 2022 - Dec 11, 2023 |
| #6 | -20.11% Feb 17, 2011 - Feb 3, 2012 | -15.83% Nov 29, 2024 - Jul 1, 2025 |
| #7 | -18.93% Mar 23, 2001 - Apr 18, 2001 | -15.74% May 21, 2015 - Jun 8, 2016 |
| #8 | -17.31% Dec 4, 2015 - Jul 12, 2016 | -10.76% Mar 26, 2012 - Sep 6, 2012 |
| #9 | -16.44% Oct 29, 2025 - Apr 16, 2026 | -10.60% Jan 26, 2018 - Sep 19, 2018 |
| #10 | -14.79% Jul 10, 2024 - Oct 14, 2024 | -7.86% Sep 5, 2014 - Nov 6, 2014 |
| #11 | -14.46% Jun 2, 2026 - Jul 29, 2026 | -6.89% Oct 18, 2012 - Dec 18, 2012 |
| #12 | -13.30% Apr 2, 2012 - Sep 14, 2012 | -6.81% Jul 26, 2019 - Sep 11, 2019 |
| #13 | -12.78% Sep 2, 2020 - Dec 1, 2020 | -6.68% May 10, 2006 - Sep 1, 2006 |
| #14 | -12.72% Jul 20, 2015 - Oct 23, 2015 | -6.60% Feb 11, 2026 - Apr 14, 2026 |
| #15 | -11.46% Apr 29, 2019 - Jul 3, 2019 | -6.54% Jun 8, 2016 - Jul 12, 2016 |
Correlation
Correlation between IGM and PRF is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2004 - 2026)
IGM vs PRF dividend yield comparison.
| Year | IGM | PRF |
|---|---|---|
| 2026 | 0.07% | 0.64% |
| 2025 | 0.17% | 1.59% |
| 2024 | 0.22% | 1.78% |
| 2023 | 0.33% | 1.84% |
| 2022 | 0.66% | 2.01% |
| 2021 | 0.16% | 1.58% |
| 2020 | 0.32% | 1.97% |
| 2019 | 0.50% | 1.99% |
| 2018 | 0.57% | 2.25% |
| 2017 | 0.57% | 1.58% |
| 2016 | 0.90% | 2.17% |
| 2015 | 0.79% | 2.25% |
| 2014 | 0.88% | 1.73% |
| 2013 | 0.78% | 1.56% |
| 2012 | 0.94% | 2.04% |
| 2011 | 0.60% | 2.06% |
| 2010 | 0.41% | 1.41% |
| 2009 | 0.36% | 1.51% |
| 2008 | 0.58% | 2.91% |
| 2007 | 0.19% | 1.51% |
| 2006 | 0.08% | 1.05% |
| 2005 | 0.14% | 0.00% |
| 2004 | 0.70% | 0.00% |
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