IGV vs SPY
Comparison between ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF (IGV, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed IGV, delivering a return of +13.2% compared to +2.6%
IGV vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGV
$17B
Winner
SPY
$784B
Expense Ratio
IGV
0.39%
Winner
SPY
0.09%
Max Drawdown
IGV
63.45%
Winner
SPY
56.47%
Sharpe Ratio
IGV
-0.65
Winner
SPY
1.54
5Y Beta
IGV
1.21
Winner
SPY
1.00
P/E Ratio
IGV
49.54
Winner
SPY
27.62
Forward P/E
Winner
IGV
17.63
SPY
21.11
5Y Dividends CAGR
IGV
3.86%
Winner
SPY
6.00%
5Y EPS CAGR
IGV
24.24%
Winner
SPY
25.30%
Debt to Equity
Winner
IGV
23.07%
SPY
31.11%
P/S Ratio
IGV
6.55
Winner
SPY
3.49
P/B Ratio
IGV
6.36
Winner
SPY
5.30
IGV vs SPY - Holdings Comparison
IGV and SPY have 25 common holdings. Overlap is 7.93%
IGV's top 25 holdings weight is 85.19%. SPY's top 25 holdings weight is 51.24%.
| Rank | IGV | SPY |
|---|---|---|
| #1 | ORACLE CORP (ORCL) - 9.86% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | PALO ALTO NETWORKS INC (PANW) - 7.86% | APPLE INC (AAPL) - 6.81% |
| #3 | MICROSOFT CORP (MSFT) - 7.84% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | n/a (PLTR) - 6.86% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 6.11% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | SALESFORCE INC (CRM) - 5.91% | BROADCOM INC (AVGO) - 2.77% |
| #7 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 4.94% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | CADENCE DESIGN SYSTEMS INC (CDNS) - 3.92% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | SERVICENOW INC (NOW) - 3.88% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | ADOBE INC (ADBE) - 3.58% | TESLA INC (TSLA) - 1.76% |
| #11 | SYNOPSYS INC (SNPS) - 3.30% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | FORTINET INC (FTNT) - 3.28% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | DATADOG INC CLASS A (DDOG) - 2.80% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | INTUIT INC (INTU) - 2.73% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | AUTODESK INC (ADSK) - 1.76% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | ELECTRONIC ARTS INC (EA) - 1.71% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.37% | VISA INC CLASS A (V) - 0.87% |
| #18 | STRATEGY INC CLASS A (MSTR) - 1.35% | INTEL CORP (INTC) - 0.85% |
| #19 | ROPER TECHNOLOGIES INC (ROP) - 1.33% | WALMART INC (WMT) - 0.82% |
| #20 | WORKDAY INC CLASS A (WDAY) - 1.10% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | FAIR ISAAC CORP (FICO) - 1.08% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | ZOOM COMMUNICATIONS INC (ZM) - 0.93% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | PTC INC (PTC) - 0.60% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | ATLASSIAN CORP CLASS A (TEAM) - 0.58% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | GEN DIGITAL INC (GEN) - 0.51% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 115 | 505 |
IGV vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IGV
-7.10%
Winner
SPY
-1.37%
3M
IGV
+3.43%
Winner
SPY
+12.22%
6M
IGV
-19.19%
Winner
SPY
+7.20%
1Y
IGV
-17.89%
Winner
SPY
+23.58%
5Y(CAGR)
IGV
+2.57%
Winner
SPY
+13.19%
10Y(CAGR)
Winner
IGV
+15.56%
SPY
+15.12%
Max(CAGR)
Winner
IGV
+9.81%
SPY
+8.44%
IGV vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IGV | SPY |
|---|---|---|
| 2026 | -14.89% | +7.95% |
| 2025 | +5.79% | +18.00% |
| 2024 | +26.94% | +25.59% |
| 2023 | +58.28% | +26.72% |
| 2022 | -34.89% | -18.64% |
| 2021 | +14.54% | +30.52% |
| 2020 | +53.78% | +17.28% |
| 2019 | +35.15% | +31.09% |
| 2018 | +11.92% | -5.24% |
| 2017 | +41.28% | +20.78% |
| 2016 | +11.94% | +13.59% |
| 2015 | +13.76% | +1.31% |
| 2014 | +15.55% | +14.56% |
| 2013 | +28.69% | +29.00% |
| 2012 | +17.20% | +14.17% |
| 2011 | -8.32% | +0.85% |
| 2010 | +22.65% | +13.14% |
| 2009 | +41.64% | +22.67% |
| 2008 | -37.28% | -36.25% |
| 2007 | +15.64% | +5.32% |
| 2006 | +9.59% | +13.85% |
| 2005 | -4.12% | +5.32% |
| 2004 | +15.11% | +10.75% |
| 2003 | +47.82% | +24.18% |
| 2002 | -43.69% | -22.42% |
| 2001 | -13.15% | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
IGV vs SPY Drawdown Comparison
The maximum drawdown for IGV was -63.45%, occurring on Oct 7, 2002. Recovery took 1557 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IGV drawdown is -25.85%. The current SPY drawdown is -3.18%.
| Rank | IGV | SPY |
|---|---|---|
| #1 | -63.45% Jul 13, 2001 - Sep 25, 2007 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -49.81% Oct 31, 2007 - Oct 26, 2010 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -45.83% Nov 9, 2021 - Sep 24, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -36.61% Sep 22, 2025 - Apr 10, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -30.30% Feb 19, 2020 - May 20, 2020 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -27.17% Dec 6, 2024 - Jul 3, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -26.30% Jul 7, 2011 - Mar 13, 2012 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -22.04% Sep 14, 2018 - Feb 19, 2019 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -21.34% Dec 1, 2015 - Apr 18, 2016 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -15.31% Feb 12, 2021 - Jun 24, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -13.64% Apr 2, 2012 - Sep 14, 2012 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -13.00% Aug 17, 2015 - Oct 28, 2015 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -12.57% Sep 14, 2012 - Jan 24, 2013 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -11.41% Sep 2, 2020 - Nov 27, 2020 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -11.21% Mar 5, 2014 - Jul 3, 2014 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IGV and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
IGV vs SPY dividend yield comparison.
| Year | IGV | SPY |
|---|---|---|
| 2026 | 0.02% | 0.50% |
| 2025 | 0.00% | 1.07% |
| 2024 | 0.00% | 1.21% |
| 2023 | 0.03% | 1.40% |
| 2022 | 0.05% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 1.75% | 1.52% |
| 2019 | 0.10% | 1.75% |
| 2018 | 0.80% | 2.04% |
| 2017 | 0.47% | 1.80% |
| 2016 | 4.09% | 2.03% |
| 2015 | 1.11% | 2.06% |
| 2014 | 1.45% | 1.87% |
| 2013 | 1.64% | 1.81% |
| 2012 | 1.36% | 2.18% |
| 2011 | 0.20% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.47% | 1.73% |
| 2004 | 2.40% | 1.82% |
| 2003 | 3.25% | 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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