iShares Expanded Tech Sector ETF (IGM)
IGM is a passive ETF by iShares tracking the investment results of the S&P North American Technology Sector Index. IGM launched on Mar 13, 2001 and has a 0.46% expense ratio.
ETF Info
| ISIN | US4642875490 |
|---|---|
| CUSIP | 464287549 |
| Issuer | iShares |
| Inception Date | Mar 13, 2001 |
| Region | North America (U.S.) |
| Category | Technology Equities |
| Leveraged | 1x |
| Index Tracked | S&P North American Technology Sector Index |
| Home Page | www.ishares.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
IGM features an expense ratio of 0.46%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares Expanded Tech Sector ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares Expanded Tech Sector ETF had a return of 30.72% year-to-date (YTD) and 48.63% in the last 12 months. Over the past 10 years, iShares Expanded Tech Sector ETF had an annualized return of 21.08%, outperforming the S&P 500 benchmark which had an annualized return of 11.99%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 30.72% | 22.49% |
| 1 month | 5.71% | 3.72% |
| 6 months | 17.97% | 16.33% |
| 1 year | 48.63% | 33.60% |
| 5 years (annualized) | 22.31% | 14.41% |
| 10 years (annualized) | 21.08% | 11.99% |
Monthly Returns
The table below presents the monthly returns of IGM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.45% | 7.97% | 2.35% | -5.15% | 6.91% | 7.97% | -2.73% | 1.52% | 3.12% | 30.72% | |||
| 2023 | 12.10% | -1.31% | 9.65% | -0.34% | 10.27% | 5.41% | 5.01% | -1.27% | -6.07% | -2.17% | 13.05% | 6.23% | 60.78% |
| 2022 | -9.29% | -5.09% | 2.87% | -14.51% | -1.49% | -9.99% | 12.93% | -5.73% | -11.68% | 4.25% | 5.96% | -8.08% | -35.91% |
| 2021 | -0.59% | 3.05% | 0.76% | 6.24% | -1.11% | 6.60% | 2.38% | 3.79% | -5.93% | 6.49% | 1.05% | 1.11% | 25.72% |
| 2020 | 3.85% | -6.55% | -9.71% | 16.16% | 7.57% | 5.60% | 6.72% | 9.85% | -5.47% | -2.68% | 11.50% | 4.37% | 45.11% |
| 2019 | 10.38% | 4.68% | 4.08% | 6.43% | -8.37% | 7.40% | 3.33% | -2.67% | 0.19% | 3.24% | 4.80% | 3.27% | 41.80% |
| 2018 | 9.43% | 0.55% | -3.28% | 0.82% | 6.63% | 0.15% | 1.73% | 7.26% | -0.41% | -10.17% | -0.50% | -8.11% | 2.26% |
| 2017 | 4.80% | 4.38% | 2.40% | 2.60% | 4.41% | -2.30% | 4.31% | 2.09% | 0.97% | 7.54% | 1.14% | 0.07% | 37.20% |
| 2016 | -6.77% | -0.70% | 8.29% | -3.24% | 5.38% | -2.25% | 7.46% | 2.09% | 2.62% | -0.60% | 0.04% | 0.95% | 12.93% |
| 2015 | -3.70% | 8.38% | -2.87% | 2.41% | 2.12% | -3.74% | 3.96% | -5.43% | -1.34% | 11.27% | 1.28% | -1.84% | 9.49% |
| 2014 | -2.04% | 4.97% | -1.02% | -1.57% | 3.56% | 2.88% | 0.44% | 3.95% | -1.33% | 0.99% | 4.76% | -1.31% | 14.82% |
| 2013 | 4.21% | 0.75% | 2.71% | 0.48% | 4.80% | -2.47% | 4.25% | -1.04% | 4.20% | 4.06% | 3.66% | 4.32% | 33.96% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IGM is 66, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Expanded Tech Sector ETF (IGM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares Expanded Tech Sector ETF granted a 0.32% dividend yield in the last twelve months. The annual payout for that period amounted to $0.31 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.31 | $0.29 | $0.25 | $0.12 | $0.19 | $0.20 | $0.16 | $0.16 | $0.19 | $0.14 | $0.15 | $0.12 |
Dividend yield | 0.32% | 0.39% | 0.53% | 0.16% | 0.32% | 0.50% | 0.57% | 0.57% | 0.90% | 0.78% | 0.87% | 0.78% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Expanded Tech Sector ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.09 | $0.00 | $0.17 | ||
| 2023 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.14 | $0.29 |
| 2022 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.12 | $0.25 |
| 2021 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.12 |
| 2020 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.03 | $0.19 |
| 2019 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.20 |
| 2018 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.16 |
| 2017 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.16 |
| 2016 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.19 |
| 2015 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.14 |
| 2014 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.05 | $0.15 |
| 2013 | $0.02 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.12 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Expanded Tech Sector ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares Expanded Tech Sector ETF was 65.59%, occurring on Oct 9, 2002. Recovery took 2097 trading sessions.
The current iShares Expanded Tech Sector ETF drawdown is 1.73%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.59% | May 23, 2001 | 341 | Oct 9, 2002 | 2097 | Feb 7, 2011 | 2438 |
| -40.68% | Nov 22, 2021 | 240 | Nov 3, 2022 | 282 | Dec 19, 2023 | 522 |
| -30.18% | Feb 20, 2020 | 18 | Mar 16, 2020 | 57 | Jun 5, 2020 | 75 |
| -24.18% | Aug 30, 2018 | 80 | Dec 24, 2018 | 59 | Mar 21, 2019 | 139 |
| -20.11% | Feb 18, 2011 | 127 | Aug 19, 2011 | 115 | Feb 3, 2012 | 242 |
Volatility
Volatility Chart
The current iShares Expanded Tech Sector ETF volatility is 5.00%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.