IGM
iShares Expanded Tech Sector ETF
IGM tracks the performance of the S&P North American Expanded Technology Sector Index. The ETF holds large-cap technology stocks.
US
EQUITY
Passive
MANAGEMENT STYLE
$ 9.4 B
ASSETS UNDER MGMT
41 bp
EXPENSES
Fund Basics
| Inception date | Mar 13, 2001 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Quarterly |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | Yes |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| BROADCOM INC. | 9.1 % |
| NVIDIA CORP | 8.5 % |
| APPLE INC | 8.3 % |
| MICROSOFT CORP | 7.7 % |
| ALPHABET INC. CLASS A | 4.8 % |
| META PLATFORMS INC | 4.3 % |
| ALPHABET INC. CLASS C | 3.8 % |
| MICRON TECHNOLOGY INC | 2.9 % |
| NETFLIX INC | 2.7 % |
| ADVANCED MICRO DEVICES | 2.4 % |
Constituent Breakdown
| Number of holdings | 288 |
| Herfindahl-Hirschman Index | 399 |
| Wgt avg mkt cap (mns) | $1,652,908 |
| Large cap (>$10bn) | 93.9% |
| Mid cap ($2-10bn) | 3.0% |
| Small cap (<$2bn) | 0.5% |
| Developed mkts. | 98.0% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 94.5 % |
 |
IRELAND | 1.8 % |
 |
CANADA | 1.1 % |
Historical Performance
Standardized Performance (as of 03/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | -8.2% | 30.7% | 17.3% | 28.0% | 14.5% | 20.4% | 14.3% | 10.9% |
| Dividend Yield | 0.0% | 0.2% | 0.2% | 0.4% | 0.4% | 0.5% | 0.6% | 0.5% |
| Total Returns | -8.2% | 30.9% | 17.5% | 28.4% | 14.9% | 21.0% | 14.9% | 11.4% | Ann. Volatility | 24.2% | 26.7% | 25.0% | 23.2% | 25.6% | 24.4% | 23.2% | 25.0% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 1.33 | 89% |
| MSCI EAFE | 1.08 | 51% |
| MSCI Emg Mkts | 0.98 | 55% |
Liquidity Measures
| Avg. volume (000) | 894 |
| ADV traded (mns) | $128 |
| Turnover | 1.4% |
| Avg. Bid/Ask (% of price) | 0.01% |
Technical Indicators
| 30d moving avg. (EMA) | $126.43 |
| Relative strength (RSI) | 64 |
| MACD/Signal | 3.34/1.35 |
| Bollinger Bands (Upper/Lower) | $138.43/$110.78 |
| Short interest (% of AUM) | 0.2% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. IGM |
Expenses vs. IGM |
ALTAR Score™ vs. IGM |
|---|---|---|---|---|
| IYW | iShares U.S. Technology ETF | 73.3% | -1 bp | +0.5% |
| VGT | Vanguard Information Technology ETF | 70.8% | -32 bp | +30.1% |
| NYSX | Global X NYSE 100 ETF | 70.5% | -32 bp | -3.6% |
| XLK | Technology Select Sector SPDR | 70.1% | -33 bp | +0.7% |
| GXPT | Global X PureCap MSCI Information Technology ETF | 68.0% | -16 bp | +0.8% |
| FTEC | Fidelity MSCI Information Technology Index ETF | 66.2% | -33 bp | +0.5% |
| IXN | iShares Global Tech ETF | 64.8% | 0 bp | +0.0% |
| QTOP | iShares Nasdaq Top 30 Stocks ETF | 63.8% | -21 bp | -0.1% |
| QQQ | Invesco QQQ Trust Series I | 61.1% | -21 bp | +0.5% |
| QQQM | Invesco NASDAQ 100 ETF | 61.0% | -26 bp | +0.5% |
Risk and Returns: IGM vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 4/26/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
Historical Valuation Trends Sample data. Subscribe for access.
SHOWING:
Price-to-Earnings
Price-to-Earnings
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
3.6%
ALTAR SCORE™
18th
PERCENTILE
AVOID
ETFRC RATING
There are 1,196 funds in the US Equity category with an average
ALTAR Score™ of 5.5% and a standard deviation
of 2.1%. IGM's ALTAR Score™ is approximately -0.9 standard
deviations above the category average. This places IGM in the 18th percentile
among funds in the category.
Sell-Side Consensus
$159.18
PRICE TARGET
+11.5%
UPSIDE