IGM vs VIS
Comparison between ISHARES EXPANDED TECH SECTOR ETF (IGM, ETF) and VANGUARD INDUSTRIALS INDEX FUND ETF SHARES (VIS, ETF).
IGM is from the Technology sector, while VIS is from the Industrials sector.
5-Year PerformanceIGM has outperformed VIS, delivering a return of +20.1% compared to +12.4%
IGM vs VIS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IGM
$7.80B
VIS
$7.60B
Expense Ratio
IGM
0.39%
Winner
VIS
0.09%
Max Drawdown
IGM
65.59%
Winner
VIS
64.92%
Sharpe Ratio
Winner
IGM
2.29
VIS
1.67
5Y Beta
IGM
1.40
Winner
VIS
0.96
P/E Ratio
IGM
38.89
Winner
VIS
35.15
Forward P/E
Winner
IGM
22.00
VIS
25.66
5Y Dividends CAGR
IGM
6.80%
Winner
VIS
17.53%
5Y EPS CAGR
Winner
IGM
30.66%
VIS
11.04%
Debt to Equity
Winner
IGM
42.62%
VIS
78.92%
P/S Ratio
IGM
6.60
Winner
VIS
2.55
P/B Ratio
IGM
8.03
Winner
VIS
6.09
IGM vs VIS - Holdings Comparison
IGM and VIS have 1 common holdings. Overlap is -0.03%
IGM's top 25 holdings weight is 74.83%. VIS's top 25 holdings weight is 46.40%.
| Rank | IGM | VIS |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 9.15% | CATERPILLAR INC (CAT) - 5.09% |
| #2 | NVIDIA CORP (NVDA) - 8.70% | GE AEROSPACE (GE) - 4.59% |
| #3 | MICROSOFT CORP (MSFT) - 7.84% | RTX CORP (RTX) - 3.97% |
| #4 | APPLE INC (AAPL) - 7.67% | GE VERNOVA INC (GEV) - 3.64% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 4.71% | BOEING CO (BA) - 2.39% |
| #6 | META PLATFORMS INC CLASS A (META) - 4.10% | DEERE & CO (DE) - 2.22% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.76% | HONEYWELL INTERNATIONAL INC (HON) - 2.20% |
| #8 | MICRON TECHNOLOGY INC (MU) - 3.23% | UBER TECHNOLOGIES INC (UBER) - 2.18% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 2.99% | EATON CORP PLC (ETN) - 2.13% |
| #10 | INTEL CORP (INTC) - 2.18% | LOCKHEED MARTIN CORP (LMT) - 1.93% |
| #11 | NETFLIX INC (NFLX) - 2.11% | UNION PACIFIC CORP (UNP) - 1.89% |
| #12 | CISCO SYSTEMS INC (CSCO) - 1.91% | PARKER HANNIFIN CORP (PH) - 1.73% |
| #13 | n/a (PLTR) - 1.79% | WASTE MANAGEMENT INC (WM) - 1.42% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.77% | NORTHROP GRUMMAN CORP (NOC) - 1.42% |
| #15 | APPLIED MATERIALS INC (AMAT) - 1.76% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.42% |
| #16 | ORACLE CORP (ORCL) - 1.61% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.40% |
| #17 | KLA CORP (KLAC) - 1.36% | HOWMET AEROSPACE INC (HWM) - 1.35% |
| #18 | TEXAS INSTRUMENTS INC (TXN) - 1.34% | QUANTA SERVICES INC (PWR) - 1.26% |
| #19 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.17% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.26% |
| #20 | ANALOG DEVICES INC (ADI) - 1.05% | n/a (JCI) - 1.23% |
| #21 | AMPHENOL CORP CLASS A (APH) - 1.00% | XPO INC (XPO) - 0.35% |
| #22 | ARISTA NETWORKS INC (ANET) - 0.97% | VERALTO CORP (VLTO) - 0.34% |
| #23 | SALESFORCE INC (CRM) - 0.92% | EQUIFAX INC (EFX) - 0.34% |
| #24 | QUALCOMM INC (QCOM) - 0.88% | WOODWARD INC (WWD) - 0.33% |
| #25 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.86% | TRS:UNION PACIFIC CORP USD 2026-AUG-31 (n/a) - 0.32% |
| Total Holdings | 292 | 351 |
IGM vs VIS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IGM
+21.65%
VIS
+2.78%
3M
Winner
IGM
+20.78%
VIS
+0.77%
6M
Winner
IGM
+19.99%
VIS
+15.13%
1Y
Winner
IGM
+60.68%
VIS
+32.96%
5Y(CAGR)
Winner
IGM
+20.08%
VIS
+12.39%
10Y(CAGR)
Winner
IGM
+24.64%
VIS
+14.19%
Max(CAGR)
Winner
IGM
+12.53%
VIS
+11.05%
IGM vs VIS - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGM | VIS |
|---|---|---|
| 2026 | +19.37% | +11.56% |
| 2025 | +26.55% | +18.83% |
| 2024 | +40.71% | +18.12% |
| 2023 | +60.79% | +22.19% |
| 2022 | -36.30% | -8.00% |
| 2021 | +27.74% | +23.59% |
| 2020 | +42.37% | +10.50% |
| 2019 | +40.83% | +29.54% |
| 2018 | +0.88% | -14.61% |
| 2017 | +36.21% | +20.68% |
| 2016 | +15.44% | +22.33% |
| 2015 | +9.72% | -3.34% |
| 2014 | +15.91% | +9.87% |
| 2013 | +30.12% | +38.60% |
| 2012 | +12.93% | +14.90% |
| 2011 | -2.46% | -3.14% |
| 2010 | +10.41% | +24.99% |
| 2009 | +56.01% | +17.66% |
| 2008 | -42.38% | -38.84% |
| 2007 | +15.95% | +12.73% |
| 2006 | +6.51% | +15.04% |
| 2005 | +2.73% | +6.29% |
| 2004 | +2.37% | +12.23% |
| 2003 | +46.02% | N/A |
| 2002 | -41.77% | N/A |
| 2001 | -4.99% | N/A |
IGM vs VIS Drawdown Comparison
The maximum drawdown for IGM was -65.59%, occurring on Oct 9, 2002. Recovery took 2442 trading sessions.
The maximum drawdown for VIS was -63.49%, occurring on Mar 9, 2009. Recovery took 1308 trading sessions.
The current VIS drawdown is -1.88%.
| Rank | IGM | VIS |
|---|---|---|
| #1 | -65.59% May 22, 2001 - Feb 7, 2011 | -63.49% Oct 9, 2007 - Dec 18, 2012 |
| #2 | -40.68% Nov 19, 2021 - Dec 19, 2023 | -42.43% Feb 12, 2020 - Nov 9, 2020 |
| #3 | -30.18% Feb 19, 2020 - Jun 5, 2020 | -24.39% Sep 21, 2018 - Jul 24, 2019 |
| #4 | -26.38% Feb 18, 2025 - Jun 24, 2025 | -22.97% Nov 16, 2021 - Jun 29, 2023 |
| #5 | -24.18% Aug 29, 2018 - Mar 21, 2019 | -20.79% Nov 29, 2024 - Jun 27, 2025 |
| #6 | -20.11% Feb 17, 2011 - Feb 3, 2012 | -15.94% Feb 24, 2015 - Apr 27, 2016 |
| #7 | -18.93% Mar 23, 2001 - Apr 18, 2001 | -13.44% May 9, 2006 - Dec 27, 2006 |
| #8 | -17.31% Dec 4, 2015 - Jul 12, 2016 | -13.27% Aug 1, 2023 - Dec 12, 2023 |
| #9 | -16.44% Oct 29, 2025 - Apr 16, 2026 | -12.29% Mar 2, 2026 - May 6, 2026 |
| #10 | -14.79% Jul 10, 2024 - Oct 14, 2024 | -11.59% Jun 9, 2014 - Nov 6, 2014 |
| #11 | -13.30% Apr 2, 2012 - Sep 14, 2012 | -10.90% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -12.78% Sep 2, 2020 - Dec 1, 2020 | -10.86% Jan 26, 2018 - Sep 18, 2018 |
| #13 | -12.72% Jul 20, 2015 - Oct 23, 2015 | -7.76% Jul 24, 2019 - Sep 13, 2019 |
| #14 | -11.46% Apr 29, 2019 - Jul 3, 2019 | -7.53% Mar 7, 2005 - Nov 10, 2005 |
| #15 | -11.13% Sep 14, 2012 - Feb 1, 2013 | -7.26% Jan 15, 2014 - Mar 4, 2014 |
Correlation
Correlation between IGM and VIS 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 VIS dividend yield comparison.
| Year | IGM | VIS |
|---|---|---|
| 2026 | 0.03% | 0.23% |
| 2025 | 0.17% | 1.01% |
| 2024 | 0.22% | 1.23% |
| 2023 | 0.33% | 1.36% |
| 2022 | 0.66% | 1.52% |
| 2021 | 0.16% | 1.11% |
| 2020 | 0.32% | 1.38% |
| 2019 | 0.50% | 1.68% |
| 2018 | 0.57% | 1.90% |
| 2017 | 0.57% | 1.60% |
| 2016 | 0.90% | 1.81% |
| 2015 | 0.79% | 1.94% |
| 2014 | 0.88% | 1.57% |
| 2013 | 0.78% | 1.06% |
| 2012 | 0.94% | 2.09% |
| 2011 | 0.60% | 1.96% |
| 2010 | 0.41% | 1.31% |
| 2009 | 0.36% | 1.39% |
| 2008 | 0.58% | 2.59% |
| 2007 | 0.19% | 1.34% |
| 2006 | 0.08% | 1.14% |
| 2005 | 0.14% | 0.79% |
| 2004 | 0.70% | 0.58% |
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