- ISIN
- US4642875490
- CUSIP
- 464287549
- Issuer
- iShares
- Inception Date
- Mar 13, 2001
- Region
- North America (Broad)
- Category
- Technology Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- S&P North American Expanded Technology Sector Index
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $11B
Share Price Chart
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Performance
IGM Performance Chart
iShares Expanded Tech Sector ETF (IGM) is up 21.3% since the beginning of the year. IGM is currently trading at $157 per share. Investors who bought $1,000 worth of IGM shares 5 years ago would now be looking at an investment worth $2,501.
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Returns By Period
iShares Expanded Tech Sector ETF (IGM) has returned 21.31% so far this year and 49.16% over the past 12 months.
iShares Expanded Tech Sector ETF
- 1D
- -6.23%
- 1M
- 3.80%
- YTD
- 21.31%
- 6M
- 18.07%
- 1Y
- 49.16%
- 3Y*
- 35.45%
- 5Y*
- 20.12%
- 10Y*
- 24.14%
Benchmark (S&P 500 Index)
- 1D
- -2.64%
- 1M
- 0.25%
- YTD
- 7.86%
- 6M
- 7.47%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IGM Monthly Returns History
Based on dividend-adjusted daily data since Mar 19, 2001, IGM's average daily return is +0.06%, while the average monthly return is +1.20%. At this rate, an investment would double in approximately 4.8 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% | 20.65% | 16.00% | -5.56% | 21.31% | ||||||
| 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 7.41%, beta of 1.59, and R2 of 0.81 versus S&P 500 Index. Calculated based on daily prices since March 20, 2001.
- This ETF captured 218.75% of S&P 500 Index gains and 157.43% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This ETF generated an annualized alpha of 7.41% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Beta of 1.59 means this ETF moves significantly more than S&P 500 Index - expect amplified gains in rallies and amplified losses in downturns.
- Alpha
- 7.41%
- Beta
- 1.59
- R²
- 0.81
- Upside Capture
- 218.75%
- Downside Capture
- 157.43%
Expense Ratio
IGM has an expense ratio of 0.39%, placing it in the medium range.
Return for Risk
Risk / Return Rank
IGM ranks 70 for risk / return — better than 70% 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 S&P 500 Index.
| IGM | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.39 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.00 | — | — |
| Martin ratioReturn relative to average drawdown | 10.47 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
iShares Expanded Tech Sector ETF provided a 0.13% 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 | 0.13% | 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 | $0.00 | $0.00 | $0.00 | $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 8.40%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Dot-com crash2000–2002 | -65.59%Oct 2002 | 1y 4mo | 8y 4mo | 9y 8moMay 2001 - Feb 2011 |
Bear market2022 | -40.68%Nov 2022 | 11mo 16d | 1y 1mo | 2y 27dNov 2021 - Dec 2023 |
COVID crash2020 | -30.18%Mar 2020 | 25d | 2mo 21d | 3mo 16dFeb 2020 - Jun 2020 |
2025 selloff2025 | -26.39%Apr 2025 | 1mo 18d | 2mo 17d | 4mo 5dFeb 2025 - Jun 2025 |
Rate-hike selloffLate 2018 | -24.18%Dec 2018 | 3mo 26d | 2mo 27d | 6mo 23dAug 2018 - Mar 2019 |
Drawdown Indicators
| IGM | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.59% | -9.10% | -56.49% |
Max Drawdown (1Y)Largest decline over 1 year | -16.44% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -26.39% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -40.68% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -40.68% | — | — |
Current DrawdownCurrent decline from peak | -8.40% | -2.97% | -5.43% |
Average DrawdownAverage peak-to-trough decline | -15.23% | -1.13% | -14.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.71% | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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