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 +20.1% compared to +13.3%
IGM vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGM
$7.80B
Winner
SPY
$652B
Expense Ratio
IGM
0.39%
Winner
SPY
0.09%
Max Drawdown
IGM
65.59%
Winner
SPY
56.47%
Sharpe Ratio
Winner
IGM
2.29
SPY
2.07
5Y Beta
IGM
1.40
Winner
SPY
1.00
P/E Ratio
IGM
38.89
Winner
SPY
28.24
Forward P/E
IGM
22.00
Winner
SPY
21.85
5Y Dividends CAGR
Winner
IGM
6.80%
SPY
5.43%
5Y EPS CAGR
Winner
IGM
30.66%
SPY
25.79%
Debt to Equity
IGM
42.62%
Winner
SPY
22.35%
P/S Ratio
IGM
6.60
Winner
SPY
3.55
P/B Ratio
IGM
8.03
Winner
SPY
5.29
IGM vs SPY - Holdings Comparison
IGM and SPY have 80 common holdings. Overlap is 44.54%
IGM's top 25 holdings weight is 74.83%. SPY's top 25 holdings weight is 51.32%.
| Rank | IGM | SPY |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 9.15% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | NVIDIA CORP (NVDA) - 8.70% | APPLE INC (AAPL) - 6.48% |
| #3 | MICROSOFT CORP (MSFT) - 7.84% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | APPLE INC (AAPL) - 7.67% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 4.71% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | META PLATFORMS INC CLASS A (META) - 4.10% | BROADCOM INC (AVGO) - 3.09% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.76% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | MICRON TECHNOLOGY INC (MU) - 3.23% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 2.99% | TESLA INC (TSLA) - 1.73% |
| #10 | INTEL CORP (INTC) - 2.18% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | NETFLIX INC (NFLX) - 2.11% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | CISCO SYSTEMS INC (CSCO) - 1.91% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | n/a (PLTR) - 1.79% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.77% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | APPLIED MATERIALS INC (AMAT) - 1.76% | WALMART INC (WMT) - 0.91% |
| #16 | ORACLE CORP (ORCL) - 1.61% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | KLA CORP (KLAC) - 1.36% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | TEXAS INSTRUMENTS INC (TXN) - 1.34% | VISA INC CLASS A (V) - 0.85% |
| #19 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.17% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | ANALOG DEVICES INC (ADI) - 1.05% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | AMPHENOL CORP CLASS A (APH) - 1.00% | INTEL CORP (INTC) - 0.65% |
| #22 | ARISTA NETWORKS INC (ANET) - 0.97% | NETFLIX INC (NFLX) - 0.64% |
| #23 | SALESFORCE INC (CRM) - 0.92% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | QUALCOMM INC (QCOM) - 0.88% | CHEVRON CORP (CVX) - 0.58% |
| #25 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.86% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 292 | 505 |
IGM vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IGM
+21.65%
SPY
+9.11%
3M
Winner
IGM
+20.78%
SPY
+6.59%
6M
Winner
IGM
+19.99%
SPY
+10.56%
1Y
Winner
IGM
+60.68%
SPY
+32.04%
5Y(CAGR)
Winner
IGM
+20.08%
SPY
+13.35%
10Y(CAGR)
Winner
IGM
+24.64%
SPY
+15.49%
Max(CAGR)
Winner
IGM
+12.53%
SPY
+8.50%
IGM vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IGM | SPY |
|---|---|---|
| 2026 | +19.37% | +8.27% |
| 2025 | +26.55% | +18.00% |
| 2024 | +40.71% | +25.59% |
| 2023 | +60.79% | +26.72% |
| 2022 | -36.30% | -18.64% |
| 2021 | +27.74% | +30.52% |
| 2020 | +42.37% | +17.28% |
| 2019 | +40.83% | +31.09% |
| 2018 | +0.88% | -5.24% |
| 2017 | +36.21% | +20.78% |
| 2016 | +15.44% | +13.59% |
| 2015 | +9.72% | +1.31% |
| 2014 | +15.91% | +14.56% |
| 2013 | +30.12% | +29.00% |
| 2012 | +12.93% | +14.17% |
| 2011 | -2.46% | +0.85% |
| 2010 | +10.41% | +13.14% |
| 2009 | +56.01% | +22.67% |
| 2008 | -42.38% | -36.25% |
| 2007 | +15.95% | +5.32% |
| 2006 | +6.51% | +13.85% |
| 2005 | +2.73% | +5.32% |
| 2004 | +2.37% | +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 2442 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | IGM | SPY |
|---|---|---|
| #1 | -65.59% May 22, 2001 - Feb 7, 2011 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -40.68% Nov 19, 2021 - Dec 19, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -30.18% Feb 19, 2020 - Jun 5, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -26.38% Feb 18, 2025 - Jun 24, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -24.18% Aug 29, 2018 - Mar 21, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -20.11% Feb 17, 2011 - Feb 3, 2012 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -18.93% Mar 23, 2001 - Apr 18, 2001 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -17.31% Dec 4, 2015 - Jul 12, 2016 | -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 | -14.79% Jul 10, 2024 - Oct 14, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -13.30% Apr 2, 2012 - Sep 14, 2012 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -12.78% Sep 2, 2020 - Dec 1, 2020 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -12.72% Jul 20, 2015 - Oct 23, 2015 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -11.46% Apr 29, 2019 - Jul 3, 2019 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -11.13% Sep 14, 2012 - Feb 1, 2013 | -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 | 0.03% | 0.24% |
| 2025 | 0.17% | 1.07% |
| 2024 | 0.22% | 1.21% |
| 2023 | 0.33% | 1.40% |
| 2022 | 0.66% | 1.65% |
| 2021 | 0.16% | 1.20% |
| 2020 | 0.32% | 1.52% |
| 2019 | 0.50% | 1.75% |
| 2018 | 0.57% | 2.04% |
| 2017 | 0.57% | 1.80% |
| 2016 | 0.90% | 2.03% |
| 2015 | 0.79% | 2.06% |
| 2014 | 0.88% | 1.87% |
| 2013 | 0.78% | 1.81% |
| 2012 | 0.94% | 2.18% |
| 2011 | 0.60% | 2.05% |
| 2010 | 0.41% | 1.80% |
| 2009 | 0.36% | 1.95% |
| 2008 | 0.58% | 3.02% |
| 2007 | 0.19% | 1.85% |
| 2006 | 0.08% | 1.73% |
| 2005 | 0.14% | 1.73% |
| 2004 | 0.70% | 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% |
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