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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.
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Returns By Period
iShares Expanded Tech Sector ETF (IGM) has returned -8.21% so far this year and 30.94% over the past 12 months. Looking at the last ten years, IGM has achieved an annualized return of 20.88%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.
iShares Expanded Tech Sector ETF
- 1D
- 4.59%
- 1M
- -4.57%
- YTD
- -8.21%
- 6M
- -5.83%
- 1Y
- 30.94%
- 3Y*
- 28.28%
- 5Y*
- 14.37%
- 10Y*
- 20.88%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Mar 19, 2001, IGM's average daily return is +0.06%, while the average monthly return is +1.11%. At this rate, your investment would double in approximately 5.2 years.
Historically, 60% of months were positive and 40% were negative. The best month was Oct 2002 with a return of +21.4%, while the worst month was Sep 2001 at -20.5%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.
On a daily basis, IGM closed higher 54% of trading days. The best single day was May 7, 2010 with a return of +38.6%, while the worst single day was May 6, 2010 at -31.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.13% | -3.69% | -4.57% | -8.21% | |||||||||
| 2025 | 2.85% | -4.68% | -9.36% | 2.15% | 10.84% | 9.49% | 3.20% | 1.14% | 7.46% | 6.28% | -2.55% | -0.94% | 26.76% |
| 2024 | 4.45% | 7.97% | 2.35% | -5.15% | 6.91% | 7.97% | -2.73% | 1.52% | 3.12% | -0.40% | 6.04% | 0.80% | 36.99% |
| 2023 | 12.10% | -1.31% | 9.65% | -0.34% | 10.27% | 5.41% | 5.01% | -1.27% | -6.07% | -2.17% | 13.05% | 6.16% | 60.68% |
| 2022 | -9.29% | -5.09% | 2.87% | -14.51% | -1.49% | -9.99% | 12.93% | -5.73% | -11.68% | 4.25% | 5.96% | -7.97% | -35.83% |
| 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% |
Benchmark Metrics
iShares Expanded Tech Sector ETF has an annualized alpha of 4.58%, beta of 1.14, and R² of 0.66 versus S&P 500 Index. Calculated based on daily prices since March 20, 2001.
- This ETF captured 149.09% of S&P 500 Index gains and 122.33% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- This ETF generated an annualized alpha of 4.58% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
- With beta of 1.14 and R² of 0.66, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 4.58%
- Beta
- 1.14
- R²
- 0.66
- Upside Capture
- 149.09%
- Downside Capture
- 122.33%
Expense Ratio
IGM has an expense ratio of 0.46%, placing it in the medium range.
Return for Risk
Risk / Return Rank
IGM ranks 66 for risk / return — better than 66% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares Expanded Tech Sector ETF (IGM) and compare them to a chosen benchmark (S&P 500 Index).
| IGM | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.90 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.39 | +0.38 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.21 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 1.40 | +0.47 |
Martin ratioReturn relative to average drawdown | 6.36 | 6.61 | -0.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore IGM risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
iShares Expanded Tech Sector ETF provided a 0.18% dividend yield over the last twelve months, with an annual payout of $0.21 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.21 | $0.22 | $0.22 | $0.25 | $0.31 | $0.12 | $0.19 | $0.20 | $0.16 | $0.16 | $0.19 | $0.15 |
Dividend yield | 0.18% | 0.17% | 0.22% | 0.33% | 0.66% | 0.16% | 0.32% | 0.50% | 0.57% | 0.57% | 0.90% | 0.79% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.04 | $0.04 | |||||||||
| 2025 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.22 |
| 2024 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.05 | $0.22 |
| 2023 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.09 | $0.25 |
| 2022 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.18 | $0.31 |
| 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 |
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.
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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 12.61%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.59% | May 23, 2001 | 345 | Oct 9, 2002 | 2097 | Feb 7, 2011 | 2442 |
| -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 |
| -26.39% | Feb 19, 2025 | 35 | Apr 8, 2025 | 52 | Jun 24, 2025 | 87 |
| -24.18% | Aug 30, 2018 | 80 | Dec 24, 2018 | 59 | Mar 21, 2019 | 139 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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