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COSW vs. IGM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

COSW vs. IGM

Last updated Jul 17, 2026
Documentation

COSW (Roundhill COST WeeklyPay ETF) and IGM (iShares Expanded Tech Sector ETF) are both exchange-traded funds - COSW is a Derivative Income fund actively managed by Roundhill, while IGM is a Technology Equities fund tracking the S&P North American Expanded Technology Sector Index. COSW is actively managed, while IGM is passively managed. At a correlation of -0.26, they often move in opposite directions. COSW charges 0.99%/yr vs 0.39%/yr for IGM.

Performance

COSW vs. IGM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Roundhill COST WeeklyPay ETF (COSW) and iShares Expanded Tech Sector ETF (IGM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, COSW achieves a 9.32% return, which is significantly lower than IGM's 20.35% return.

COSW

1D
3.90%
1M
-5.40%
6M
-3.14%
YTD
9.32%
1Y
—
3Y*
—
5Y*
—
10Y*
—

IGM

1D
-2.48%
1M
-3.54%
6M
19.15%
YTD
20.35%
1Y
37.02%
3Y*
31.90%
5Y*
18.50%
10Y*
23.77%
*Multi-year figures are annualized to reflect compound growth (CAGR)

COSW vs. IGM - Yearly Performance Comparison

2026 (YTD)2025
COSW
Roundhill COST WeeklyPay ETF		9.32%-10.48%
IGM
iShares Expanded Tech Sector ETF		20.35%1.30%

Correlation

The correlation between COSW and IGM is -0.26, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 23, 2025

-0.26

COSW vs. IGM - Sectors Allocation Comparison

Sectors
COSW
IGM

Consumer Defensive

8.5%

-

Basic Materials

-

0.0%

Communication Services

-

14.5%

Consumer Cyclical

-

0.0%

Energy

-

0.2%

Financial Services

-

0.2%

Healthcare

-

-

Industrials

-

0.3%

Real Estate

-

-

Technology

-

84.7%

Utilities

-

-

Consumer Defensive

COSW
8.5%
IGM

-

Basic Materials

COSW

-

IGM
0.0%

Communication Services

COSW

-

IGM
14.5%

Consumer Cyclical

COSW

-

IGM
0.0%

Energy

COSW

-

IGM
0.2%

Financial Services

COSW

-

IGM
0.2%

Healthcare

COSW

-

IGM

-

Industrials

COSW

-

IGM
0.3%

Real Estate

COSW

-

IGM

-

Technology

COSW

-

IGM
84.7%

Utilities

COSW

-

IGM

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Roundhill COST WeeklyPay ETF

iShares Expanded Tech Sector ETF

Often compared with COSW:
COSW vs. WMTICOSW vs. COSTCOSW vs. ROCYCOSW vs. DRKYCOSW vs. TPRYCOSW vs. SPYICOSW vs. USOY
Often compared with IGM:
IGM vs. QQQIGM vs. VGTIGM vs. IYWIGM vs. XLKIGM vs. IXNIGM vs. VOOIGM vs. IETC

Return for Risk

COSW vs. IGM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
COSW

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

IGM
IGM Risk / Return Rank: 5454
Overall Rank
IGM Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
IGM Sortino Ratio Rank: 5252
Sortino Ratio Rank
IGM Omega Ratio Rank: 5252
Omega Ratio Rank
IGM Calmar Ratio Rank: 5656
Calmar Ratio Rank
IGM Martin Ratio Rank: 5252
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

COSW vs. IGM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Roundhill COST WeeklyPay ETF (COSW) and iShares Expanded Tech Sector ETF (IGM). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

COSWIGMDifference
Sharpe ratioReturn per unit of total volatility

—

1.58

—

Sortino ratioReturn per unit of downside risk

—

2.09

—

Omega ratioGain probability vs. loss probability

—

1.27

—

Calmar ratioReturn relative to maximum drawdown

—

2.26

—

Martin ratioReturn relative to average drawdown

—

7.10

—

COSW vs. IGM - Sharpe Ratio Comparison

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Drawdowns

COSW vs. IGM - Drawdown Comparison

The maximum COSW drawdown since its inception was -20.01%, smaller than the maximum IGM drawdown of -65.59%. Use the drawdown chart below to compare losses from any high point for COSW and IGM.

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Drawdown Indicators

COSWIGMDifference

Max Drawdown

Largest peak-to-trough decline

-20.01%

-65.59%

+45.58%

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 Drawdown

Current decline from peak

-16.77%

-9.12%

-7.65%

Average Drawdown

Average peak-to-trough decline

-5.99%

-15.19%

+9.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

5.23%

—

Volatility

COSW vs. IGM - Volatility Comparison

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Volatility by Period

COSWIGMDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

8.90%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

19.74%

—

Volatility (1Y)

Calculated over the trailing 1-year period

26.16%

23.59%

+2.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.16%

26.23%

-0.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.16%

24.76%

+1.40%

COSW vs. IGM - Expense Ratio Comparison

COSW has a 0.99% expense ratio, which is higher than IGM's 0.39% expense ratio.

Dividends

COSW vs. IGM - Dividend Comparison

COSW's dividend yield for the trailing twelve months is around 21.43%, more than IGM's 0.14% yield.

PositionTTM20252024202320222021202020192018201720162015
COSW
Roundhill COST WeeklyPay ETF		21.43%4.96%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IGM
iShares Expanded Tech Sector ETF		0.14%0.17%0.22%0.33%0.66%0.16%0.32%0.50%0.57%0.57%0.90%0.79%

Frequently Asked Questions

COSW and IGM have a correlation of -0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IGM is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IGM is cheaper with a 0.39% expense ratio, compared with 0.99% for COSW.

COSW has the higher dividend yield at 21.43%, compared with 0.14% for IGM.

COSW is categorized as Derivative Income, while IGM is Technology Equities. They also come from different issuers: Roundhill and iShares. Their fees differ too: 0.99% for COSW and 0.39% for IGM.

Portfolio Optimizer

Find the right allocation for COSW and IGM

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