BUG vs. IGV
Compare and contrast key facts about Global X Cybersecurity ETF (BUG) and iShares Expanded Tech-Software Sector ET (IGV).
BUG and IGV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BUG is a passively managed fund by Global X that tracks the performance of the Indxx Cybersecurity Index. It was launched on Oct 25, 2019. IGV is a passively managed fund by iShares that tracks the performance of the S&P North American Technology-Software Index. It was launched on Jul 10, 2001. Both BUG and IGV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUG or IGV.
Key characteristics
| BUG | IGV | |
|---|---|---|
| YTD Return | -2.18% | -0.23% |
| 1Y Return | 34.36% | 39.68% |
| 3Y Return (Ann) | 2.69% | 3.21% |
| Sharpe Ratio | 1.13 | 1.79 |
| Daily Std Dev | 24.02% | 19.84% |
| Max Drawdown | -41.66% | -92.69% |
| Current Drawdown | -15.87% | -9.30% |
Correlation
The correlation between BUG and IGV is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BUG vs. IGV - Performance Comparison
In the year-to-date period, BUG achieves a -2.18% return, which is significantly lower than IGV's -0.23% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BUG vs. IGV - Expense Ratio Comparison
BUG has a 0.50% expense ratio, which is higher than IGV's 0.46% expense ratio.
Risk-Adjusted Performance
BUG vs. IGV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Cybersecurity ETF (BUG) and iShares Expanded Tech-Software Sector ET (IGV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BUG vs. IGV - Dividend Comparison
BUG's dividend yield for the trailing twelve months is around 0.11%, less than IGV's 0.44% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUG Global X Cybersecurity ETF | 0.11% | 0.10% | 1.56% | 0.66% | 0.46% | 0.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IGV iShares Expanded Tech-Software Sector ET | 0.44% | 0.44% | 0.04% | 0.00% | 1.75% | 0.10% | 0.80% | 0.46% | 4.09% | 1.11% | 1.45% | 1.64% |
Drawdowns
BUG vs. IGV - Drawdown Comparison
The maximum BUG drawdown since its inception was -41.66%, smaller than the maximum IGV drawdown of -92.69%. Use the drawdown chart below to compare losses from any high point for BUG and IGV. For additional features, visit the drawdowns tool.
Volatility
BUG vs. IGV - Volatility Comparison
Global X Cybersecurity ETF (BUG) has a higher volatility of 5.72% compared to iShares Expanded Tech-Software Sector ET (IGV) at 4.87%. This indicates that BUG's price experiences larger fluctuations and is considered to be riskier than IGV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.