IGM vs PRF
Comparison between ISHARES EXPANDED TECH SECTOR ETF (IGM, ETF) and INVESCO RAFI US 1000 ETF (PRF, ETF).
5-Year PerformanceIGM has outperformed PRF, delivering a return of +21.3% compared to +12.6%
IGM vs PRF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGM
$9.50B
PRF
$9.50B
Expense Ratio
IGM
0.39%
Winner
PRF
0.34%
Max Drawdown
IGM
65.59%
Winner
PRF
61.60%
Sharpe Ratio
IGM
2.20
Winner
PRF
2.38
5Y Beta
IGM
1.40
Winner
PRF
0.77
P/E Ratio
IGM
41.44
Winner
PRF
25.89
Forward P/E
IGM
24.21
Winner
PRF
16.78
5Y Dividends CAGR
IGM
6.80%
Winner
PRF
7.13%
5Y EPS CAGR
Winner
IGM
31.19%
PRF
12.92%
Debt to Equity
IGM
43.84%
Winner
PRF
35.16%
P/S Ratio
IGM
7.61
Winner
PRF
1.60
P/B Ratio
IGM
9.23
Winner
PRF
2.91
IGM vs PRF - Holdings Comparison
IGM and PRF have 83 common holdings. Overlap is 23.20%
IGM's top 25 holdings weight is 70.44%. PRF's top 25 holdings weight is 37.27%.
| Rank | IGM | PRF |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 8.97% | ALPHABET INC CLASS A (GOOGL) - 4.81% |
| #2 | NVIDIA CORP (NVDA) - 7.85% | APPLE INC (AAPL) - 4.25% |
| #3 | APPLE INC (AAPL) - 7.81% | INTEL CORP (INTC) - 2.98% |
| #4 | MICROSOFT CORP (MSFT) - 7.52% | AMAZON.COM INC (AMZN) - 2.38% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 5.07% | MICROSOFT CORP (MSFT) - 2.17% |
| #6 | ALPHABET INC CLASS C (GOOG) - 4.03% | EXXON MOBIL CORP (XOM) - 1.88% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.63% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.65% |
| #8 | MICRON TECHNOLOGY INC (MU) - 3.50% | JPMORGAN CHASE & CO (JPM) - 1.52% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 3.00% | META PLATFORMS INC CLASS A (META) - 1.39% |
| #10 | INTEL CORP (INTC) - 2.42% | CHEVRON CORP (CVX) - 1.32% |
| #11 | NETFLIX INC (NFLX) - 2.07% | UNITEDHEALTH GROUP INC (UNH) - 1.14% |
| #12 | CISCO SYSTEMS INC (CSCO) - 1.97% | BANK OF AMERICA CORP (BAC) - 1.12% |
| #13 | n/a (PLTR) - 1.80% | MICRON TECHNOLOGY INC (MU) - 1.11% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.74% | JOHNSON & JOHNSON (JNJ) - 1.06% |
| #15 | APPLIED MATERIALS INC (AMAT) - 1.67% | CITIGROUP INC (C) - 1.01% |
| #16 | ORACLE CORP (ORCL) - 1.65% | WALMART INC (WMT) - 0.93% |
| #17 | TEXAS INSTRUMENTS INC (TXN) - 1.37% | PFIZER INC (PFE) - 0.81% |
| #18 | KLA CORP (KLAC) - 1.21% | WELLS FARGO & CO (WFC) - 0.79% |
| #19 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.16% | CISCO SYSTEMS INC (CSCO) - 0.78% |
| #20 | ANALOG DEVICES INC (ADI) - 1.05% | VERIZON COMMUNICATIONS INC (VZ) - 0.77% |
| #21 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.21% | AT&T INC (T) - 0.74% |
| #22 | ROPER TECHNOLOGIES INC (ROP) - 0.20% | MERCK & CO INC (MRK) - 0.72% |
| #23 | JABIL INC (JBL) - 0.19% | BROADCOM INC (AVGO) - 0.68% |
| #24 | FLEX LTD (FLEX) - 0.18% | PROCTER & GAMBLE CO (PG) - 0.65% |
| #25 | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 0.17% | CONOCOPHILLIPS (COP) - 0.61% |
| Total Holdings | 251 | 917 |
IGM vs PRF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IGM
+18.51%
PRF
+6.06%
3M
Winner
IGM
+24.96%
PRF
+6.65%
6M
Winner
IGM
+21.38%
PRF
+15.85%
1Y
Winner
IGM
+50.90%
PRF
+31.31%
5Y(CAGR)
Winner
IGM
+21.27%
PRF
+12.61%
10Y(CAGR)
Winner
IGM
+24.62%
PRF
+13.83%
Max(CAGR)
Winner
IGM
+12.54%
PRF
+10.60%
IGM vs PRF - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGM | PRF |
|---|---|---|
| 2026 | +19.59% | +11.70% |
| 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 -0.45%.
| 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 | -13.30% Apr 2, 2012 - Sep 14, 2012 | -6.89% Oct 18, 2012 - Dec 18, 2012 |
| #12 | -12.78% Sep 2, 2020 - Dec 1, 2020 | -6.81% Jul 26, 2019 - Sep 11, 2019 |
| #13 | -12.72% Jul 20, 2015 - Oct 23, 2015 | -6.68% May 10, 2006 - Sep 1, 2006 |
| #14 | -11.46% Apr 29, 2019 - Jul 3, 2019 | -6.60% Feb 11, 2026 - Apr 14, 2026 |
| #15 | -11.13% Sep 14, 2012 - Feb 1, 2013 | -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 | 0.03% | 0.35% |
| 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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