IGM — iShares Expanded Tech Sector ETF
Technology Ranked #148 of 458 tracked ETFs · Issued by iShares
IGM Price Performance — Growth of $10,000
Value of a $10,000 investment in IGM over time, compared with SPY. Both lines are rebased to $10,000 on the first shared date. Based on total returns — prices are adjusted for dividends and splits, so this assumes distributions were reinvested. Hover or tap the chart for exact values.
IGM Drawdown
The "underwater" chart: IGM's decline from its highest prior value at each point in time. It shows how deep past losses ran and how long the fund took to recover to break-even.
What If You'd Invested in IGM?
See what a lump sum in IGM would have grown to, with the option to add a regular monthly contribution on top. Figures use total returns — dividends are assumed reinvested.
Past performance doesn't predict future results. Assumes contributions on the first trading day of each month, no trading costs or taxes, and reinvested distributions. History is limited to the range published in the site's daily return data.
Overview
The iShares Expanded Tech Sector ETF is a technology-focused fund issued by iShares with $11.4 billion in assets under management. It holds a B grade and ranks 10th out of 17 peers in its category, placing it at #148 overall among all tracked ETFs. The fund’s expense ratio of 0.37% aligns exactly with the category median, while its dividend yield of 0.14% trails the sector median of 0.19%. Concentration is notable, with the top 10 holdings comprising 55.6% of assets and NVIDIA Corp. serving as the largest single position at 8.0%.
The fund’s price of $157.37 sits at 71.6% of its 52-week range, reflecting a strong year-to-date gain of 21.74% and a one-year return of 23.52%. Short-term momentum has softened, with the fund down 7.02% over the last month after a 3.84% rise in the prior quarter. Despite the recent pullback, the three-year return stands at 156.44%, significantly outpacing the category median one-year return of 29.02%. The ETFValuer grade has remained unchanged at B for the last 35 tracked days, based on a price history spanning 3.0 years.
With a beta of 1.52, the fund exhibits high sensitivity to market movements, amplifying volatility which is annualized at 25.25%. This elevated risk profile is accompanied by a maximum drawdown of -26.39%, indicating significant downside exposure during peak stress periods. The Sharpe ratio of 0.73 suggests moderate risk-adjusted returns relative to the volatility experienced. Liquidity is supported by an average daily volume of 320,442 shares, providing adequate trading activity for the fund's size.
AI-generated summary based on the data on this page.
IGM Top Holdings
| # | Holding | % of Net Assets | Value |
|---|---|---|---|
| 1 | NVIDIA Corp. | 7.96% | $852M |
| 2 | Apple, Inc. | 7.91% | $847M |
| 3 | Broadcom, Inc. | 7.60% | $813M |
| 4 | Microsoft Corp. | 7.49% | $802M |
| 5 | Micron Technology, Inc. | 5.46% | $585M |
| 6 | Alphabet, Inc. | 4.44% | $476M |
| 7 | Meta Platforms, Inc. | 4.16% | $446M |
| 8 | Advanced Micro Devices, Inc. | 4.13% | $442M |
| 9 | Alphabet, Inc. | 3.54% | $379M |
| 10 | Intel Corp. | 2.87% | $308M |
Holdings as of 2026-06-30 per the fund's most recent SEC N-PORT-P filing. Top 10 holdings make up 55.6% of net assets — a rough gauge of concentration risk (the higher this figure, the more the fund's return depends on a handful of names). To see how IGM's holdings overlap with other ETFs you own or are considering, check the Stock Overlap tool.
Which Funds Overlap With IGM
Holding two funds that own the same companies adds cost and complexity without adding much diversification. These tracked ETFs share the most names with IGM's top 10 — QYLD overlaps most, holding 8 of the same companies as IGM's top 10 (52.7% of IGM's assets).
| ETF | Name | Shared Companies | IGM Weight | Examples |
|---|---|---|---|---|
| QYLD | Global X NASDAQ 100 Covered Call ETF | 8 | 52.7% | NVIDIA Corp., Apple, Inc., Alphabet, Inc.… |
| IYW | iShares U.S. Technology ETF | 8 | 52.7% | NVIDIA Corp., Apple, Inc., Alphabet, Inc.… |
| VTI | Vanguard Morningstar Total Stock Market ETF | 7 | 48.6% | NVIDIA Corp., Apple, Inc., Alphabet, Inc.… |
| VOO | Vanguard S&P 500 ETF | 7 | 48.6% | NVIDIA Corp., Apple, Inc., Alphabet, Inc.… |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | 7 | 48.6% | NVIDIA Corp., Apple, Inc., Alphabet, Inc.… |
Compares the top 10 reported holdings of each fund, so it's a floor on true overlap — two S&P 500 trackers overlap ~100% even when only 10 names are listed. Use the Stock Overlap tool to search by individual company.
Market Backdrop
10-Year Treasury Yield: 4.96% (as of 2026-10-22) — The yield on 10-year US Treasury bonds — the standard "risk-free rate" benchmark used to contextualize this fund’s Sharpe ratio and returns.
CBOE Volatility Index (VIX): 19.03 (as of 2026-10-22) — A real-time gauge of expected S&P 500 volatility over the next 30 days — useful context for this fund’s own volatility label.
Federal Funds Rate: 3.75% (as of 2026-09-01) — The Federal Reserve’s target policy rate, which anchors short-term borrowing costs across the economy.
What IGM's Fees Cost You
IGM charges an expense ratio of 0.37% a year, deducted automatically from the fund's value. Small percentages compound into real money — adjust the figures below to see the impact on your own numbers.
Assumes a constant gross return and no additional contributions — a simplification, but it isolates exactly what the expense ratio costs. Try the full fee calculator to model contributions and compare any two funds.
IGM Dividend Income Estimator
IGM currently yields 0.14%. Enter an amount to see the income that implies, or set a monthly income target to see the investment it would take.
Based on the fund's current trailing yield, which varies with price and distributions — treat it as an estimate, not a guarantee. Yields are not adjusted for tax.
IGM Liquidity, Domicile & Tax Treatment
Liquidity: Average daily volume is 320K/day. Higher volume and a larger fund generally mean lower round-trip trading costs. AUM of $11.4B provides ample scale, supporting tight spreads and issuer commitment to keep the fund open.
Domicile & tax treatment: IGM is a US-domiciled, SEC-registered ('40 Act) exchange-traded fund. Dividends and capital gains distributions are reported to US investors on Form 1099-DIV, and the fund is not subject to the PFIC reporting or UCITS-specific rules that apply to Irish- or Luxembourg-domiciled funds. Non-US investors should note that US-domiciled ETFs are generally subject to 30% US withholding tax on dividends (unless reduced by treaty) and to US estate tax exposure on the position — Irish-domiciled UCITS ETFs tracking the same index often avoid both, which is why non-US residents frequently prefer the UCITS equivalent where one exists. This is general information, not tax advice — consult a tax professional for your situation.
IGM Performance History
| Period | Return |
|---|---|
| 1-Day | +0.34% |
| 1-Week | -1.09% |
| 1-Month | -7.02% |
| 3-Month | +3.84% |
| 6-Month | +10.30% |
| YTD | +21.74% |
| 1-Year | +23.52% |
| 3-Year | +156.44% |
How IGM Compares to Other Technology ETFs
| Rank | Grade | Ticker | Name | 1-Year | Exp. Ratio | AUM |
|---|---|---|---|---|---|---|
| #33 | B+ |
XLK | State Street Technology Select Sector SPDR ETF | +29.02% | 0.08% | $127B |
| #43 | B+ |
VGT | Vanguard Information Technology Index Fund ETF Shares | +27.27% | 0.09% | $178B |
| #56 | B+ |
SMH | VanEck Semiconductor ETF | +56.18% | 0.35% | $74.9B |
| #60 | B+ |
SOXX | iShares Semiconductor ETF | +68.73% | 0.33% | $48.4B |
| #63 | B |
FTEC | Fidelity MSCI Information Technology Index ETF | +27.51% | 0.084% | $22.1B |
| #83 | B |
CIBR | First Trust NASDAQ Cybersecurity ETF | +39.54% | 0.58% | $17.3B |
| #95 | B |
IYW | iShares U.S. Technology ETF | +26.55% | 0.37% | $26.5B |
| #102 | B |
SOXQ | Invesco PHLX Semiconductor ETF | +61.80% | 0.19% | $3.19B |
| #103 | B |
HACK | Amplify Cybersecurity ETF | +47.92% | 0.6% | $3.33B |
| #148 | B |
IGM | iShares Expanded Tech Sector ETF | +23.52% | 0.37% | $11.4B |
| #169 | B |
PSI | Invesco Semiconductors ETF | +63.90% | 0.55% | $2.89B |
| #182 | C |
BUG | Global X Cybersecurity ETF | +42.92% | 0.5% | $2.09B |
| #196 | C |
XSD | State Street SPDR S&P Semiconductor ETF | +37.02% | 0.35% | $3.12B |
| #222 | C |
SKYY | First Trust Cloud Computing ETF | +24.50% | 0.6% | $3.33B |
| #377 | D |
FDN | First Trust Dow Jones Internet Index Fund | +1.03% | 0.49% | $5.23B |
| #391 | D |
XSW | State Street SPDR S&P Software & Services ETF | +9.59% | 0.35% | $473M |
| #403 | D |
IGV | iShares Expanded Tech-Software Sector ETF | -2.55% | 0.38% | $13.9B |