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IGM vs TLH

Comparison between ISHARES EXPANDED TECH SECTOR ETF (IGM, ETF) and ISHARES 10-20 YEAR TREASURY BOND ETF (TLH, ETF).

5-Year PerformanceIGM has outperformed TLH, delivering a return of +19.0% compared to -5.0%

IGM vs TLH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IGM
$11B
Winner
TLH
$11B
Expense Ratio
IGM
0.39%
Winner
TLH
0.15%
Max Drawdown
IGM
65.59%
Winner
TLH
45.97%
Sharpe Ratio
Winner
IGM
1.35
TLH
-0.46
5Y Beta
IGM
1.44
Winner
TLH
0.06
P/E Ratio
IGM
35.74
TLH
N/A
Forward P/E
IGM
19.22
TLH
N/A
5Y Dividends CAGR
Winner
IGM
9.25%
TLH
1.42%
5Y EPS CAGR
IGM
35.27%
TLH
N/A
Debt to Equity
IGM
65.45%
TLH
N/A
P/S Ratio
IGM
7.93
TLH
N/A
P/B Ratio
IGM
8.94
TLH
N/A

IGM vs TLH - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IGM
+4.51%
TLH
-1.23%
3M
Winner
IGM
+8.90%
TLH
-1.65%
6M
Winner
IGM
+30.29%
TLH
-2.59%
1Y
Winner
IGM
+40.69%
TLH
+0.08%
5Y(CAGR)
Winner
IGM
+19.04%
TLH
-5.02%
10Y(CAGR)
Winner
IGM
+23.95%
TLH
-1.18%
Max(CAGR)
Winner
IGM
+12.67%
TLH
+2.80%

IGM vs TLH - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearIGMTLH
2026+26.65%-1.86%
2025+26.55%+6.28%
2024+40.71%-3.73%
2023+60.79%+2.39%
2022-36.30%-23.85%
2021+27.74%-5.33%
2020+42.37%+12.93%
2019+40.83%+9.81%
2018+0.88%+0.83%
2017+36.21%+4.08%
2016+15.44%+0.35%
2015+9.72%+0.59%
2014+15.91%+13.85%
2013+30.12%-7.64%
2012+12.93%+4.58%
2011-2.46%+22.09%
2010+10.41%+9.59%
2009+56.01%-7.01%
2008-42.38%+19.24%
2007+15.95%+9.49%
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 TLH Drawdown Comparison

The maximum drawdown for IGM was -65.59%, occurring on Oct 9, 2002. Recovery took 2442 trading sessions.

The maximum drawdown for TLH was -41.13%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current IGM drawdown is -4.21%. The current TLH drawdown is -30.88%.

RankIGMTLH
#1-65.59%
May 22, 2001 - Feb 7, 2011
-41.13%
Aug 4, 2020 - Oct 19, 2023
#2-40.68%
Nov 19, 2021 - Dec 19, 2023
-14.27%
Dec 30, 2008 - Jun 30, 2010
#3-30.18%
Feb 19, 2020 - Jun 5, 2020
-11.83%
Mar 9, 2020 - Jul 23, 2020
#4-26.38%
Feb 18, 2025 - Jun 24, 2025
-11.81%
Jul 24, 2012 - Oct 13, 2014
#5-24.18%
Aug 29, 2018 - Mar 21, 2019
-11.56%
Jul 8, 2016 - May 30, 2019
#6-20.11%
Feb 17, 2011 - Feb 3, 2012
-10.72%
Aug 31, 2010 - Aug 2, 2011
#7-18.93%
Mar 23, 2001 - Apr 18, 2001
-7.30%
Sep 17, 2008 - Nov 20, 2008
#8-17.31%
Dec 4, 2015 - Jul 12, 2016
-6.63%
Sep 22, 2011 - Dec 19, 2011
#9-16.44%
Oct 29, 2025 - Apr 16, 2026
-6.59%
Jan 30, 2015 - Jan 29, 2016
#10-14.79%
Jul 10, 2024 - Oct 14, 2024
-6.19%
Mar 20, 2008 - Sep 4, 2008
#11-14.46%
Jun 2, 2026 - Jul 29, 2026
-5.64%
Dec 19, 2011 - May 9, 2012
#12-13.30%
Apr 2, 2012 - Sep 14, 2012
-5.62%
Sep 4, 2019 - Jan 31, 2020
#13-12.78%
Sep 2, 2020 - Dec 1, 2020
-5.52%
Mar 7, 2007 - Aug 21, 2007
#14-12.72%
Jul 20, 2015 - Oct 23, 2015
-3.87%
Nov 26, 2007 - Jan 8, 2008
#15-11.46%
Apr 29, 2019 - Jul 3, 2019
-3.47%
Jan 22, 2008 - Mar 12, 2008

Correlation

Correlation between IGM and TLH is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.39
-101

Dividend Comparison (2004 - 2026)

IGM vs TLH dividend yield comparison.

YearIGMTLH
20260.07%2.70%
20250.17%4.17%
20240.22%4.28%
20230.33%3.83%
20220.66%2.78%
20210.16%1.50%
20200.32%2.65%
20190.50%2.31%
20180.57%2.17%
20170.57%1.83%
20160.90%1.91%
20150.79%2.13%
20140.88%2.12%
20130.78%2.41%
20120.94%2.22%
20110.60%2.78%
20100.41%3.61%
20090.36%3.90%
20080.58%3.57%
20070.19%4.41%
20060.08%0.00%
20050.14%0.00%
20040.70%0.00%

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