IGM vs VPU
Comparison between ISHARES EXPANDED TECH SECTOR ETF (IGM, ETF) and VANGUARD UTILITIES INDEX FUND ETF SHARES (VPU, ETF).
IGM is from the Technology sector, while VPU is from the Utilities sector.
5-Year PerformanceIGM has outperformed VPU, delivering a return of +18.5% compared to +9.6%
IGM vs VPU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGM
$11B
Winner
VPU
$11B
Expense Ratio
IGM
0.39%
Winner
VPU
0.09%
Max Drawdown
IGM
65.59%
Winner
VPU
48.41%
Sharpe Ratio
Winner
IGM
1.31
VPU
0.71
5Y Beta
IGM
1.43
Winner
VPU
0.32
P/E Ratio
IGM
37.46
Winner
VPU
20.41
Forward P/E
IGM
20.56
Winner
VPU
18.89
5Y Dividends CAGR
Winner
IGM
9.25%
VPU
8.83%
5Y EPS CAGR
Winner
IGM
34.42%
VPU
12.89%
Debt to Equity
Winner
IGM
27.44%
VPU
127.72%
P/S Ratio
IGM
7.52
Winner
VPU
2.91
P/B Ratio
IGM
8.92
Winner
VPU
2.32
IGM vs VPU - Holdings Comparison
IGM and VPU have 1 common holdings. Overlap is 0.00%
IGM's top 25 holdings weight is 72.95%. VPU's top 25 holdings weight is 82.49%.
| Rank | IGM | VPU |
|---|---|---|
| #1 | APPLE INC (AAPL) - 8.88% | NEXTERA ENERGY INC (NEE) - 11.73% |
| #2 | NVIDIA CORP (NVDA) - 8.41% | SOUTHERN CO (SO) - 6.71% |
| #3 | BROADCOM INC (AVGO) - 8.10% | DUKE ENERGY CORP (DUK) - 6.17% |
| #4 | MICROSOFT CORP (MSFT) - 7.97% | CONSTELLATION ENERGY CORP (CEG) - 5.73% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 4.66% | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.45% |
| #6 | MICRON TECHNOLOGY INC (MU) - 4.65% | DOMINION ENERGY INC (D) - 3.80% |
| #7 | META PLATFORMS INC CLASS A (META) - 4.62% | SEMPRA (SRE) - 3.76% |
| #8 | ADVANCED MICRO DEVICES INC (AMD) - 3.81% | VISTRA CORP (VST) - 3.51% |
| #9 | ALPHABET INC CLASS C (GOOG) - 3.72% | ENTERGY CORP (ETR) - 3.23% |
| #10 | INTEL CORP (INTC) - 2.35% | XCEL ENERGY INC (XEL) - 3.21% |
| #11 | APPLIED MATERIALS INC (AMAT) - 2.04% | EXELON CORP (EXC) - 3.02% |
| #12 | CISCO SYSTEMS INC (CSCO) - 2.03% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.54% |
| #13 | LAM RESEARCH CORP (LRCX) - 1.88% | CONSOLIDATED EDISON INC (ED) - 2.52% |
| #14 | NETFLIX INC (NFLX) - 1.44% | WEC ENERGY GROUP INC (WEC) - 2.34% |
| #15 | n/a (PLTR) - 1.37% | PG&E CORP (PCG) - 2.33% |
| #16 | KLA CORP (KLAC) - 1.30% | AMEREN CORP (AEE) - 1.93% |
| #17 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.28% | DTE ENERGY CO (DTE) - 1.92% |
| #18 | TEXAS INSTRUMENTS INC (TXN) - 1.24% | ATMOS ENERGY CORP (ATO) - 1.81% |
| #19 | PALO ALTO NETWORKS INC (PANW) - 1.17% | CENTERPOINT ENERGY INC (CNP) - 1.78% |
| #20 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.15% | NRG ENERGY INC (NRG) - 1.77% |
| #21 | n/a (CLS) - 0.19% | EDISON INTERNATIONAL (EIX) - 1.74% |
| #22 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.19% | PPL CORP (PPL) - 1.72% |
| #23 | ON SEMICONDUCTOR CORP (ON) - 0.17% | EVERSOURCE ENERGY (ES) - 1.66% |
| #24 | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 0.17% | FIRSTENERGY CORP (FE) - 1.65% |
| #25 | ROPER TECHNOLOGIES INC (ROP) - 0.16% | AMERICAN WATER WORKS CO INC (AWK) - 1.46% |
| Total Holdings | 260 | 75 |
IGM vs VPU - Historical Returns
Returns include dividend reinvestment.
1M
IGM
-3.54%
Winner
VPU
+1.38%
3M
Winner
IGM
+13.76%
VPU
-1.36%
6M
Winner
IGM
+19.09%
VPU
+5.47%
1Y
Winner
IGM
+37.01%
VPU
+13.87%
5Y(CAGR)
Winner
IGM
+18.50%
VPU
+9.59%
10Y(CAGR)
Winner
IGM
+23.85%
VPU
+8.99%
Max(CAGR)
Winner
IGM
+12.46%
VPU
+9.83%
IGM vs VPU - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGM | VPU |
|---|---|---|
| 2026 | +20.16% | +6.34% |
| 2025 | +26.55% | +15.69% |
| 2024 | +40.71% | +21.44% |
| 2023 | +60.79% | -7.47% |
| 2022 | -36.30% | +1.95% |
| 2021 | +27.74% | +20.23% |
| 2020 | +42.37% | +0.48% |
| 2019 | +40.83% | +27.23% |
| 2018 | +0.88% | +5.28% |
| 2017 | +36.21% | +12.90% |
| 2016 | +15.44% | +18.00% |
| 2015 | +9.72% | -5.35% |
| 2014 | +15.91% | +28.95% |
| 2013 | +30.12% | +12.65% |
| 2012 | +12.93% | +3.49% |
| 2011 | -2.46% | +18.22% |
| 2010 | +10.41% | +6.57% |
| 2009 | +56.01% | +9.14% |
| 2008 | -42.38% | -27.21% |
| 2007 | +15.95% | +16.61% |
| 2006 | +6.51% | +19.41% |
| 2005 | +2.73% | +16.00% |
| 2004 | +2.37% | +20.60% |
| 2003 | +46.02% | N/A |
| 2002 | -41.77% | N/A |
| 2001 | -4.99% | N/A |
IGM vs VPU Drawdown Comparison
The maximum drawdown for IGM was -65.59%, occurring on Oct 9, 2002. Recovery took 2442 trading sessions.
The maximum drawdown for VPU was -46.30%, occurring on Mar 9, 2009. Recovery took 1131 trading sessions.
The current IGM drawdown is -9.12%. The current VPU drawdown is -3.30%.
| Rank | IGM | VPU |
|---|---|---|
| #1 | -65.59% May 22, 2001 - Feb 7, 2011 | -46.30% Dec 10, 2007 - Jun 6, 2012 |
| #2 | -40.68% Nov 19, 2021 - Dec 19, 2023 | -36.43% Feb 18, 2020 - Aug 13, 2021 |
| #3 | -30.18% Feb 19, 2020 - Jun 5, 2020 | -25.15% Sep 12, 2022 - Aug 1, 2024 |
| #4 | -26.38% Feb 18, 2025 - Jun 24, 2025 | -16.15% Jan 29, 2015 - Mar 8, 2016 |
| #5 | -24.18% Aug 29, 2018 - Mar 21, 2019 | -15.28% Apr 8, 2022 - Aug 12, 2022 |
| #6 | -20.11% Feb 17, 2011 - Feb 3, 2012 | -15.14% Nov 14, 2017 - Sep 6, 2018 |
| #7 | -18.93% Mar 23, 2001 - Apr 18, 2001 | -12.17% May 21, 2007 - Dec 3, 2007 |
| #8 | -17.31% Dec 4, 2015 - Jul 12, 2016 | -11.88% Oct 3, 2005 - Jul 19, 2006 |
| #9 | -16.44% Oct 29, 2025 - Apr 16, 2026 | -11.58% Jul 6, 2016 - Feb 28, 2017 |
| #10 | -14.79% Jul 10, 2024 - Oct 14, 2024 | -11.02% Apr 30, 2013 - Feb 13, 2014 |
| #11 | -13.30% Apr 2, 2012 - Sep 14, 2012 | -10.23% Nov 29, 2024 - May 16, 2025 |
| #12 | -12.78% Sep 2, 2020 - Dec 1, 2020 | -9.44% Dec 31, 2021 - Mar 24, 2022 |
| #13 | -12.72% Jul 20, 2015 - Oct 23, 2015 | -9.39% Jul 30, 2012 - Feb 11, 2013 |
| #14 | -11.46% Apr 29, 2019 - Jul 3, 2019 | -9.27% Jun 30, 2014 - Oct 23, 2014 |
| #15 | -11.13% Sep 14, 2012 - Feb 1, 2013 | -9.21% Apr 1, 2004 - Jul 19, 2004 |
Correlation
Correlation between IGM and VPU is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2004 - 2026)
IGM vs VPU dividend yield comparison.
| Year | IGM | VPU |
|---|---|---|
| 2026 | 0.07% | 1.31% |
| 2025 | 0.17% | 2.73% |
| 2024 | 0.22% | 3.02% |
| 2023 | 0.33% | 3.49% |
| 2022 | 0.66% | 2.98% |
| 2021 | 0.16% | 2.70% |
| 2020 | 0.32% | 3.17% |
| 2019 | 0.50% | 2.83% |
| 2018 | 0.57% | 3.23% |
| 2017 | 0.57% | 3.18% |
| 2016 | 0.90% | 3.19% |
| 2015 | 0.79% | 3.63% |
| 2014 | 0.88% | 3.02% |
| 2013 | 0.78% | 3.76% |
| 2012 | 0.94% | 3.98% |
| 2011 | 0.60% | 3.46% |
| 2010 | 0.41% | 3.79% |
| 2009 | 0.36% | 3.79% |
| 2008 | 0.58% | 3.87% |
| 2007 | 0.19% | 2.50% |
| 2006 | 0.08% | 2.85% |
| 2005 | 0.14% | 2.92% |
| 2004 | 0.70% | 2.64% |
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