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
$ 11.4 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. | 8.6 % |
| APPLE INC | 7.8 % |
| NVIDIA CORP | 7.4 % |
| MICROSOFT CORP | 7.3 % |
| MICRON TECHNOLOGY INC | 5.3 % |
| ALPHABET INC. CLASS A | 4.5 % |
| ADVANCED MICRO DEVICES | 4.0 % |
| ALPHABET INC. CLASS C | 3.6 % |
| META PLATFORMS INC | 3.4 % |
| INTEL CORP | 2.6 % |
Constituent Breakdown
| Number of holdings | 287 |
| Herfindahl-Hirschman Index | 367 |
| 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. | 96.0% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 96.1 % |
 |
IRELAND | 1.8 % |
 |
CANADA | 1.0 % |
Historical Performance
Standardized Performance (as of 05/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 28.4% | 61.6% | 37.8% | 38.7% | 21.3% | 24.3% | 16.7% | 12.3% |
| Dividend Yield | 0.0% | 0.3% | 0.3% | 0.4% | 0.4% | 0.6% | 0.6% | 0.5% |
| Total Returns | 28.4% | 61.8% | 38.1% | 39.1% | 21.7% | 24.9% | 17.3% | 12.8% | Ann. Volatility | 23.7% | 20.4% | 25.2% | 23.4% | 25.7% | 24.5% | 23.3% | 25.0% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 1.56 | 81% |
| MSCI EAFE | 0.84 | 38% |
| MSCI Emg Mkts | 0.76 | 55% |
Liquidity Measures
| Avg. volume (000) | 579 |
| ADV traded (mns) | $99 |
| Turnover | 0.9% |
| Avg. Bid/Ask (% of price) | 0.01% |
Technical Indicators
| 30d moving avg. (EMA) | $150.15 |
| Relative strength (RSI) | 73 |
| MACD/Signal | 6.21/5.85 |
| Bollinger Bands (Upper/Lower) | $165.07/$143.87 |
| 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 | 76.6% | -1 bp | +0.4% |
| XLK | Technology Select Sector SPDR | 73.6% | -33 bp | +0.5% |
| VGT | Vanguard Information Technology ETF | 72.9% | -32 bp | +0.5% |
| NYSX | Global X NYSE 100 ETF | 72.8% | -32 bp | -3.0% |
| FTEC | Fidelity MSCI Information Technology Index ETF | 70.9% | -33 bp | +0.4% |
| QQWZ | Pacer Cash COWZ 100-Nasdaq100 Rotator ETF | 67.0% | +8 bp | +4.6% |
| IXN | iShares Global Tech ETF | 66.8% | 0 bp | -0.1% |
| QTOP | iShares Nasdaq Top 30 Stocks ETF | 64.9% | -21 bp | +0.2% |
| AGIX | KraneShares Artificial Intelligence and Technology ETF | 61.0% | +58 bp | -1.5% |
| GXPT | Global X PureCap MSCI Information Technology ETF | 59.4% | -16 bp | +0.8% |
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 6/3/2026
Peer Group Comparison
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Historical Valuation Trends Sample data. Subscribe for access.
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
3.0%
ALTAR SCORE™
14th
PERCENTILE
AVOID
ETFRC RATING
There are 1,399 funds in the US Equity category with an average
ALTAR Score™ of 5.3% and a standard deviation
of 2.1%. IGM's ALTAR Score™ is approximately -1.1 standard
deviations above the category average. This places IGM in the 14th percentile
among funds in the category.
Sell-Side Consensus
$175.93
PRICE TARGET
+2.9%
UPSIDE