IGM vs. FSPTX
Compare and contrast key facts about iShares Expanded Tech Sector ETF (IGM) and Fidelity Select Technology Portfolio (FSPTX).
IGM is a passively managed fund by iShares that tracks the performance of the S&P North American Technology Sector Index. It was launched on Mar 13, 2001. FSPTX is managed by Fidelity. It was launched on Jul 13, 1981.
Performance
IGM vs. FSPTX - Performance Comparison
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IGM vs. FSPTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGM iShares Expanded Tech Sector ETF | -8.21% | 26.76% | 36.99% | 60.68% | -35.83% | 25.72% | 45.11% | 41.81% | 2.26% | 37.20% |
FSPTX Fidelity Select Technology Portfolio | -8.57% | 23.37% | 41.76% | 59.83% | -36.91% | 21.99% | 63.95% | 51.08% | -9.03% | 49.75% |
Returns By Period
The year-to-date returns for both stocks are quite close, with IGM having a -8.21% return and FSPTX slightly lower at -8.57%. Over the past 10 years, IGM has underperformed FSPTX with an annualized return of 20.88%, while FSPTX has yielded a comparatively higher 22.24% annualized return.
IGM
- 1D
- 4.59%
- 1M
- -4.57%
- YTD
- -8.21%
- 6M
- -5.83%
- 1Y
- 30.94%
- 3Y*
- 28.28%
- 5Y*
- 14.37%
- 10Y*
- 20.88%
FSPTX
- 1D
- -2.07%
- 1M
- -7.34%
- YTD
- -8.57%
- 6M
- -7.04%
- 1Y
- 31.57%
- 3Y*
- 26.70%
- 5Y*
- 13.98%
- 10Y*
- 22.24%
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IGM vs. FSPTX - Expense Ratio Comparison
IGM has a 0.46% expense ratio, which is lower than FSPTX's 0.67% expense ratio.
Return for Risk
IGM vs. FSPTX — Risk / Return Rank
IGM
FSPTX
IGM vs. FSPTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Expanded Tech Sector ETF (IGM) and Fidelity Select Technology Portfolio (FSPTX). 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.
| IGM | FSPTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 1.08 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.65 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.23 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 1.78 | +0.08 |
Martin ratioReturn relative to average drawdown | 6.36 | 6.19 | +0.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IGM | FSPTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 1.08 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.52 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.86 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.52 | -0.10 |
Correlation
The correlation between IGM and FSPTX is 0.95, 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.
Dividends
IGM vs. FSPTX - Dividend Comparison
IGM's dividend yield for the trailing twelve months is around 0.18%, less than FSPTX's 9.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGM iShares Expanded Tech Sector ETF | 0.18% | 0.17% | 0.22% | 0.33% | 0.66% | 0.16% | 0.32% | 0.50% | 0.57% | 0.57% | 0.90% | 0.79% |
FSPTX Fidelity Select Technology Portfolio | 9.91% | 9.06% | 9.42% | 0.01% | 3.95% | 11.62% | 18.86% | 1.86% | 23.77% | 8.32% | 1.54% | 4.19% |
Drawdowns
IGM vs. FSPTX - Drawdown Comparison
The maximum IGM drawdown since its inception was -65.59%, smaller than the maximum FSPTX drawdown of -84.37%. Use the drawdown chart below to compare losses from any high point for IGM and FSPTX.
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Drawdown Indicators
| IGM | FSPTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.59% | -84.37% | +18.78% |
Max Drawdown (1Y)Largest decline over 1 year | -16.44% | -15.49% | -0.95% |
Max Drawdown (5Y)Largest decline over 5 years | -40.68% | -42.16% | +1.48% |
Max Drawdown (10Y)Largest decline over 10 years | -40.68% | -42.16% | +1.48% |
Current DrawdownCurrent decline from peak | -12.61% | -13.71% | +1.10% |
Average DrawdownAverage peak-to-trough decline | -15.32% | -27.13% | +11.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.83% | 4.47% | +0.36% |
Volatility
IGM vs. FSPTX - Volatility Comparison
iShares Expanded Tech Sector ETF (IGM) has a higher volatility of 8.30% compared to Fidelity Select Technology Portfolio (FSPTX) at 6.73%. This indicates that IGM's price experiences larger fluctuations and is considered to be riskier than FSPTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IGM | FSPTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.30% | 6.73% | +1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 16.28% | 16.55% | -0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.68% | 29.04% | -2.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.56% | 27.19% | -1.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.41% | 25.81% | -1.40% |