IGM vs SPTL
Comparison between ISHARES EXPANDED TECH SECTOR ETF (IGM, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETF (SPTL, ETF).
5-Year PerformanceIGM has outperformed SPTL, delivering a return of +19.0% compared to -6.7%
IGM vs SPTL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IGM vs SPTL - Historical Returns
Returns include dividend reinvestment.
IGM vs SPTL - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGM | SPTL |
|---|---|---|
| 2026 | +26.65% | -2.07% |
| 2025 | +26.55% | +5.24% |
| 2024 | +40.71% | -5.65% |
| 2023 | +60.79% | +1.56% |
| 2022 | -36.30% | -27.72% |
| 2021 | +27.74% | -4.85% |
| 2020 | +42.37% | +16.63% |
| 2019 | +40.83% | +13.32% |
| 2018 | +0.88% | -0.37% |
| 2017 | +36.21% | +8.59% |
| 2016 | +15.44% | +0.30% |
| 2015 | +9.72% | -2.28% |
| 2014 | +15.91% | +24.75% |
| 2013 | +30.12% | -11.41% |
| 2012 | +12.93% | +4.22% |
| 2011 | -2.46% | +30.74% |
| 2010 | +10.41% | +8.86% |
| 2009 | +56.01% | -11.11% |
| 2008 | -42.38% | +22.95% |
| 2007 | +15.95% | +9.65% |
| 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 SPTL Drawdown Comparison
The maximum drawdown for IGM was -65.59%, occurring on Oct 9, 2002. Recovery took 2442 trading sessions.
The maximum drawdown for SPTL was -46.19%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current IGM drawdown is -4.21%. The current SPTL drawdown is -38.06%.
| Rank | IGM | SPTL |
|---|---|---|
| #1 | -65.59% May 22, 2001 - Feb 7, 2011 | -46.19% Aug 4, 2020 - Oct 19, 2023 |
| #2 | -40.68% Nov 19, 2021 - Dec 19, 2023 | -18.61% Dec 18, 2008 - Aug 16, 2010 |
| #3 | -30.18% Feb 19, 2020 - Jun 5, 2020 | -18.34% Jul 25, 2012 - Dec 8, 2014 |
| #4 | -26.38% Feb 18, 2025 - Jun 24, 2025 | -17.07% Jul 8, 2016 - Jun 20, 2019 |
| #5 | -24.18% Aug 29, 2018 - Mar 21, 2019 | -14.98% Mar 9, 2020 - Aug 4, 2020 |
| #6 | -20.11% Feb 17, 2011 - Feb 3, 2012 | -14.50% Jan 30, 2015 - Feb 11, 2016 |
| #7 | -18.93% Mar 23, 2001 - Apr 18, 2001 | -14.11% Aug 31, 2010 - Aug 4, 2011 |
| #8 | -17.31% Dec 4, 2015 - Jul 12, 2016 | -9.52% Oct 3, 2011 - Dec 19, 2011 |
| #9 | -16.44% Oct 29, 2025 - Apr 16, 2026 | -8.87% Dec 19, 2011 - May 15, 2012 |
| #10 | -14.79% Jul 10, 2024 - Oct 14, 2024 | -8.02% Aug 28, 2019 - Feb 20, 2020 |
| #11 | -14.46% Jun 2, 2026 - Jul 29, 2026 | -7.07% Sep 16, 2008 - Nov 19, 2008 |
| #12 | -13.30% Apr 2, 2012 - Sep 14, 2012 | -6.73% Mar 20, 2008 - Sep 5, 2008 |
| #13 | -12.78% Sep 2, 2020 - Dec 1, 2020 | -4.57% Nov 26, 2007 - Jan 15, 2008 |
| #14 | -12.72% Jul 20, 2015 - Oct 23, 2015 | -4.45% Feb 11, 2016 - Jun 3, 2016 |
| #15 | -11.46% Apr 29, 2019 - Jul 3, 2019 | -4.31% Sep 22, 2011 - Oct 3, 2011 |
Correlation
Correlation between IGM and SPTL is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2004 - 2026)
IGM vs SPTL dividend yield comparison.
| Year | IGM | SPTL |
|---|---|---|
| 2026 | 0.07% | 2.52% |
| 2025 | 0.17% | 4.12% |
| 2024 | 0.22% | 4.04% |
| 2023 | 0.33% | 3.24% |
| 2022 | 0.66% | 2.75% |
| 2021 | 0.16% | 1.68% |
| 2020 | 0.32% | 1.71% |
| 2019 | 0.50% | 2.45% |
| 2018 | 0.57% | 2.69% |
| 2017 | 0.57% | 2.53% |
| 2016 | 0.90% | 2.56% |
| 2015 | 0.79% | 2.60% |
| 2014 | 0.88% | 2.64% |
| 2013 | 0.78% | 2.98% |
| 2012 | 0.94% | 2.59% |
| 2011 | 0.60% | 3.01% |
| 2010 | 0.41% | 3.92% |
| 2009 | 0.36% | 4.27% |
| 2008 | 0.58% | 3.86% |
| 2007 | 0.19% | 2.65% |
| 2006 | 0.08% | 0.00% |
| 2005 | 0.14% | 0.00% |
| 2004 | 0.70% | 0.00% |
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