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COTG vs. IGM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

COTG vs. IGM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Leverage Shares 2X Long COST Daily ETF (COTG) 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, COTG achieves a 4.79% return, which is significantly lower than IGM's 25.21% return.


COTG

1D
0.74%
1M
-14.02%
6M
-8.55%
YTD
4.79%
1Y
3Y*
5Y*
10Y*

IGM

1D
0.23%
1M
1.45%
6M
23.31%
YTD
25.21%
1Y
43.98%
3Y*
35.45%
5Y*
19.02%
10Y*
24.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

COTG vs. IGM - Yearly Performance Comparison


Correlation

The correlation between COTG and IGM is -0.22, 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 Sep 18, 2025

-0.22

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Return for Risk

COTG vs. IGM — Risk / Return Rank

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

COTG

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


IGM
IGM Risk / Return Rank: 6666
Overall Rank
IGM Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
IGM Sortino Ratio Rank: 6565
Sortino Ratio Rank
IGM Omega Ratio Rank: 6666
Omega Ratio Rank
IGM Calmar Ratio Rank: 6666
Calmar Ratio Rank
IGM Martin Ratio Rank: 6060
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.

COTG vs. IGM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Leverage Shares 2X Long COST Daily ETF (COTG) 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.


COTGIGMDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.31

Calmar ratioReturn relative to maximum drawdown

2.64

Martin ratioReturn relative to average drawdown

8.43

COTG vs. IGM - Sharpe Ratio Comparison


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Drawdowns

COTG vs. IGM - Drawdown Comparison

The maximum COTG drawdown since its inception was -32.16%, smaller than the maximum IGM drawdown of -65.59%. Use the drawdown chart below to compare losses from any high point for COTG and IGM.


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Drawdown Indicators


COTGIGMDifference

Max Drawdown

Largest peak-to-trough decline

-32.16%

-65.59%

+33.43%

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

-31.65%

-5.45%

-26.20%

Average Drawdown

Average peak-to-trough decline

-10.77%

-15.19%

+4.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.14%

Volatility

COTG vs. IGM - Volatility Comparison


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Volatility by Period


COTGIGMDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.97%

Volatility (6M)

Calculated over the trailing 6-month period

19.47%

Volatility (1Y)

Calculated over the trailing 1-year period

40.97%

23.31%

+17.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

40.97%

26.18%

+14.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

40.97%

24.74%

+16.23%

COTG vs. IGM - Expense Ratio Comparison

COTG has a 0.75% expense ratio, which is higher than IGM's 0.39% expense ratio.


Dividends

COTG vs. IGM - Dividend Comparison

COTG has not paid dividends to shareholders, while IGM's dividend yield for the trailing twelve months is around 0.14%.


PositionTTM20252024202320222021202020192018201720162015
COTG
Leverage Shares 2X Long COST Daily ETF
0.00%0.00%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


COTG and IGM have a correlation of -0.22, 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 0.75% for COTG.

IGM has the higher dividend yield at 0.14%, compared with 0.00% for COTG.

COTG is categorized as Leveraged Equities, while IGM is Technology Equities. They also come from different issuers: Leverage Shares and iShares. Their fees differ too: 0.75% for COTG and 0.39% for IGM.

Portfolio Optimizer

Find the right allocation for COTG and IGM

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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