iShares Expanded Tech-Software Sector ET (IGV)
IGV is a passive ETF by iShares tracking the investment results of the S&P North American Technology-Software Index. IGV launched on Jul 10, 2001 and has a 0.46% expense ratio.
ETF Info
| ISIN | US4642875151 |
|---|---|
| CUSIP | 464287515 |
| Issuer | iShares |
| Inception Date | Jul 10, 2001 |
| Region | North America (U.S.) |
| Category | Technology Equities |
| Index Tracked | S&P North American Technology-Software Index |
| Home Page | www.ishares.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
The iShares Expanded Tech-Software Sector ET has a high expense ratio of 0.46%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: IGV vs. QQQ, IGV vs. XLK, IGV vs. VGT, IGV vs. FIVG, IGV vs. XSD, IGV vs. XSW, IGV vs. VOO, IGV vs. SOXX, IGV vs. SCHG, IGV vs. IWF
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares Expanded Tech-Software Sector ET, 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-Software Sector ET had a return of -2.03% year-to-date (YTD) and 32.13% in the last 12 months. Over the past 10 years, iShares Expanded Tech-Software Sector ET had an annualized return of 18.95%, outperforming the S&P 500 benchmark which had an annualized return of 10.42%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -2.03% | 5.05% |
| 1 month | -7.57% | -4.27% |
| 6 months | 17.30% | 18.82% |
| 1 year | 32.13% | 21.22% |
| 5 years (annualized) | 13.62% | 11.38% |
| 10 years (annualized) | 18.95% | 10.42% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.63% | 2.35% | -0.91% | |||||||||
| 2023 | -5.21% | -1.12% | 16.16% | 3.49% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
iShares Expanded Tech-Software Sector ET(IGV)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Expanded Tech-Software Sector ET (IGV) 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-Software Sector ET granted a 0.45% dividend yield in the last twelve months. The annual payout for that period amounted to $0.36 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.36 | $0.36 | $0.02 | $0.00 | $1.24 | $0.05 | $0.28 | $0.14 | $0.89 | $0.23 | $0.27 | $0.27 |
Dividend yield | 0.45% | 0.44% | 0.04% | 0.00% | 1.75% | 0.10% | 0.80% | 0.46% | 4.09% | 1.11% | 1.45% | 1.64% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Expanded Tech-Software Sector ET. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | |||||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $1.17 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 |
| 2017 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 |
| 2016 | $0.00 | $0.00 | $0.76 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.03 |
| 2015 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 |
| 2014 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.07 |
| 2013 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.06 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Expanded Tech-Software Sector ET. 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-Software Sector ET was 92.69%, occurring on Oct 7, 2002. Recovery took 4212 trading sessions.
The current iShares Expanded Tech-Software Sector ET drawdown is 10.93%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -92.69% | Jul 16, 2001 | 307 | Oct 7, 2002 | 4212 | Jul 2, 2019 | 4519 |
| -45.83% | Nov 10, 2021 | 249 | Nov 4, 2022 | — | — | — |
| -30.3% | Feb 20, 2020 | 18 | Mar 16, 2020 | 46 | May 20, 2020 | 64 |
| -15.31% | Feb 16, 2021 | 15 | Mar 8, 2021 | 76 | Jun 24, 2021 | 91 |
| -11.41% | Sep 3, 2020 | 3 | Sep 8, 2020 | 57 | Nov 27, 2020 | 60 |
Volatility
Volatility Chart
The current iShares Expanded Tech-Software Sector ET volatility is 4.38%, 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.