IGM vs SPY
Comparison between ISHARES EXPANDED TECH SECTOR ETF (IGM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceIGM has outperformed SPY, delivering a return of +20.7% compared to +13.2%
IGM vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGM
$11B
Winner
SPY
$784B
Expense Ratio
IGM
0.39%
Winner
SPY
0.09%
Max Drawdown
IGM
65.59%
Winner
SPY
56.47%
Sharpe Ratio
Winner
IGM
1.72
SPY
1.54
5Y Beta
IGM
1.42
Winner
SPY
1.00
P/E Ratio
IGM
39.92
Winner
SPY
27.62
Forward P/E
IGM
23.25
Winner
SPY
21.11
5Y Dividends CAGR
Winner
IGM
9.25%
SPY
6.00%
5Y EPS CAGR
Winner
IGM
30.48%
SPY
25.30%
Debt to Equity
IGM
33.15%
Winner
SPY
31.11%
P/S Ratio
IGM
6.83
Winner
SPY
3.49
P/B Ratio
IGM
8.61
Winner
SPY
5.30
IGM vs SPY - Holdings Comparison
IGM and SPY have 79 common holdings. Overlap is 45.52%
IGM's top 25 holdings weight is 75.04%. SPY's top 25 holdings weight is 51.24%.
| Rank | IGM | SPY |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 7.67% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | APPLE INC (AAPL) - 7.57% | APPLE INC (AAPL) - 6.81% |
| #3 | NVIDIA CORP (NVDA) - 7.34% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | MICROSOFT CORP (MSFT) - 6.24% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | MICRON TECHNOLOGY INC (MU) - 5.73% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 4.39% | BROADCOM INC (AVGO) - 2.77% |
| #7 | ADVANCED MICRO DEVICES INC (AMD) - 4.08% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | ALPHABET INC CLASS C (GOOG) - 3.52% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | META PLATFORMS INC CLASS A (META) - 3.06% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | INTEL CORP (INTC) - 2.78% | TESLA INC (TSLA) - 1.76% |
| #11 | APPLIED MATERIALS INC (AMAT) - 2.30% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | LAM RESEARCH CORP (LRCX) - 2.28% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | CISCO SYSTEMS INC (CSCO) - 2.26% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | NETFLIX INC (NFLX) - 1.59% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | KLA CORP (KLAC) - 1.53% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | ORACLE CORP (ORCL) - 1.52% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | n/a (PLTR) - 1.46% | VISA INC CLASS A (V) - 0.87% |
| #18 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.41% | INTEL CORP (INTC) - 0.85% |
| #19 | TEXAS INSTRUMENTS INC (TXN) - 1.34% | WALMART INC (WMT) - 0.82% |
| #20 | MARVELL TECHNOLOGY INC (MRVL) - 1.23% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.20% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | WESTERN DIGITAL CORP (WDC) - 1.18% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.14% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | QUALCOMM INC (QCOM) - 1.11% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | PALO ALTO NETWORKS INC (PANW) - 1.11% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 292 | 505 |
IGM vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IGM
+0.74%
SPY
-1.37%
3M
Winner
IGM
+29.33%
SPY
+12.22%
6M
Winner
IGM
+21.01%
SPY
+7.20%
1Y
Winner
IGM
+47.83%
SPY
+23.58%
5Y(CAGR)
Winner
IGM
+20.68%
SPY
+13.19%
10Y(CAGR)
Winner
IGM
+26.64%
SPY
+15.12%
Max(CAGR)
Winner
IGM
+15.03%
SPY
+8.44%
IGM vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IGM | SPY |
|---|---|---|
| 2026 | +22.45% | +7.95% |
| 2025 | +26.55% | +18.00% |
| 2024 | +40.71% | +25.59% |
| 2023 | +63.90% | +26.72% |
| 2022 | -34.37% | -18.64% |
| 2021 | +28.89% | +30.52% |
| 2020 | +45.55% | +17.28% |
| 2019 | +44.76% | +31.09% |
| 2018 | +3.55% | -5.24% |
| 2017 | +40.61% | +20.78% |
| 2016 | +21.09% | +13.59% |
| 2015 | +14.29% | +1.31% |
| 2014 | +21.29% | +14.56% |
| 2013 | +35.93% | +29.00% |
| 2012 | +18.21% | +14.17% |
| 2011 | +0.51% | +0.85% |
| 2010 | +12.81% | +13.14% |
| 2009 | +59.30% | +22.67% |
| 2008 | -40.88% | -36.25% |
| 2007 | +17.08% | +5.32% |
| 2006 | +7.00% | +13.85% |
| 2005 | +3.51% | +5.32% |
| 2004 | +5.97% | +10.75% |
| 2003 | +46.02% | +24.18% |
| 2002 | -41.77% | -22.42% |
| 2001 | -4.99% | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
IGM vs SPY Drawdown Comparison
The maximum drawdown for IGM was -65.59%, occurring on Oct 9, 2002. Recovery took 1617 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IGM drawdown is -7.39%. The current SPY drawdown is -3.18%.
| Rank | IGM | SPY |
|---|---|---|
| #1 | -65.59% May 22, 2001 - Oct 29, 2007 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -54.55% Oct 31, 2007 - Nov 4, 2010 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -39.81% Nov 19, 2021 - Dec 8, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -30.18% Feb 19, 2020 - Jun 2, 2020 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -26.38% Feb 18, 2025 - Jun 24, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -23.36% Oct 1, 2018 - Mar 21, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -19.10% Feb 17, 2011 - Jan 25, 2012 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -18.93% Mar 23, 2001 - Apr 18, 2001 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -16.44% Oct 29, 2025 - Apr 16, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -16.41% Dec 29, 2015 - Apr 1, 2016 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -14.79% Jul 10, 2024 - Oct 14, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -13.30% Apr 2, 2012 - Sep 13, 2012 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -12.72% Jul 20, 2015 - Oct 22, 2015 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -12.40% Sep 2, 2020 - Dec 1, 2020 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -11.46% Apr 29, 2019 - Jul 2, 2019 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IGM and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
IGM vs SPY dividend yield comparison.
| Year | IGM | SPY |
|---|---|---|
| 2026 | 0.07% | 0.50% |
| 2025 | 0.17% | 1.07% |
| 2024 | 0.22% | 1.21% |
| 2023 | 1.98% | 1.40% |
| 2022 | 3.95% | 1.65% |
| 2021 | 0.97% | 1.20% |
| 2020 | 1.93% | 1.52% |
| 2019 | 2.98% | 1.75% |
| 2018 | 3.45% | 2.04% |
| 2017 | 3.42% | 1.80% |
| 2016 | 5.40% | 2.03% |
| 2015 | 4.72% | 2.06% |
| 2014 | 5.26% | 1.87% |
| 2013 | 4.66% | 1.81% |
| 2012 | 5.62% | 2.18% |
| 2011 | 3.63% | 2.05% |
| 2010 | 2.46% | 1.80% |
| 2009 | 2.16% | 1.95% |
| 2008 | 3.50% | 3.02% |
| 2007 | 1.11% | 1.85% |
| 2006 | 0.50% | 1.73% |
| 2005 | 0.83% | 1.73% |
| 2004 | 4.20% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
Select Stocks to Compare
Popular: IGM vs SPY
More Comparisons
Compare with similar stocks
Compare IGM with:
Compare SPY with:
Popular suggestions:
SPY vs VOO
SPDR S&P 500 ETF Trust vs VANGUARD 500 INDEX FUND ETF SHARES
SPY vs BRK-B
SPDR S&P 500 ETF Trust vs Berkshire Hathaway Inc - Class B
SPY vs SCHD
SPDR S&P 500 ETF Trust vs SCHWAB U.S. DIVIDEND EQUITY ETF
IYW vs IGM
ISHARES U.S. TECHNOLOGY ETF vs ISHARES EXPANDED TECH SECTOR ETF
SPY vs GLD
SPDR S&P 500 ETF Trust vs SPDR Gold Shares ETF
SPY vs SPYG
SPDR S&P 500 ETF Trust vs STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF