IGM vs. FSPTX
IGM (iShares Expanded Tech Sector ETF) and FSPTX (Fidelity Select Technology Portfolio) are both Technology Equities funds. IGM is passively managed, while FSPTX is actively managed. Over the past 10 years, IGM returned 23.41%/yr vs 25.76%/yr for FSPTX. Their correlation of 0.95 means they have usually moved in the same direction. IGM charges 0.39%/yr vs 0.61%/yr for FSPTX.
Performance
IGM vs. FSPTX - Performance Comparison
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Returns By Period
In the year-to-date period, IGM achieves a 21.55% return, which is significantly lower than FSPTX's 30.43% return. Over the past 10 years, IGM has underperformed FSPTX with an annualized return of 23.41%, while FSPTX has yielded a comparatively higher 25.76% annualized return.
IGM
- 1D
- 2.20%
- 1M
- 0.03%
- 6M
- 20.71%
- YTD
- 21.55%
- 1Y
- 38.56%
- 3Y*
- 33.72%
- 5Y*
- 18.11%
- 10Y*
- 23.41%
- ALL TIME*
- 12.48%
FSPTX
- 1D
- 0.31%
- 1M
- -2.34%
- 6M
- 27.54%
- YTD
- 30.43%
- 1Y
- 46.56%
- 3Y*
- 33.43%
- 5Y*
- 19.92%
- 10Y*
- 25.76%
- ALL TIME*
- 14.98%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $47.27M | $46.48M | $81.75M |
IGM vs. FSPTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGM iShares Expanded Tech Sector ETF | 21.55% | 26.76% | 36.99% | 60.68% | -35.83% | 25.72% | 45.11% | 41.81% | 2.26% | 37.20% |
FSPTX Fidelity Select Technology Portfolio | 30.43% | 23.37% | 41.76% | 59.83% | -36.91% | 21.99% | 63.95% | 51.08% | -9.03% | 49.75% |
Correlation
The correlation between IGM and FSPTX is 0.92, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.92 |
Correlation (3Y) Balances recent behavior with more history. | 0.94 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.96 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.96 |
Correlation (All Time) Calculated using the full available price history since Mar 19, 2001 | 0.95 |
The correlation between IGM and FSPTX has been stable across timeframes, ranging from 0.92 to 0.96 - a consistent structural relationship.
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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.
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.
| IGM | FSPTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.10 | ||
| Sortino ratioReturn per unit of downside risk | -0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.28 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.36 | 2.91 | -0.55 |
| Martin ratioReturn relative to average drawdown | 6.77 | 8.25 | -1.48 |
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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% | -14.87% | -1.57% |
Max Drawdown (3Y)Largest decline over 3 years | -26.39% | -29.22% | +2.83% |
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 | -8.21% | -11.40% | +3.19% |
Average DrawdownAverage peak-to-trough decline | -15.18% | -26.95% | +11.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.71% | 5.24% | +0.47% |
Volatility
IGM vs. FSPTX - Volatility Comparison
iShares Expanded Tech Sector ETF (IGM) and Fidelity Select Technology Portfolio (FSPTX) have volatilities of 8.47% and 8.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. 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 | 8.47% | 8.18% | +0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 20.36% | 21.15% | -0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.40% | 25.62% | -1.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.36% | 28.03% | -1.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.85% | 26.29% | -1.44% |
IGM vs. FSPTX - Expense Ratio Comparison
IGM has a 0.39% expense ratio, which is lower than FSPTX's 0.61% expense ratio.
Dividends
IGM vs. FSPTX - Dividend Comparison
IGM's dividend yield for the trailing twelve months is around 0.14%, less than FSPTX's 8.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPTX Fidelity Select Technology Portfolio | 8.32% | 9.06% | 9.42% | 0.01% | 3.95% | 11.62% | 18.86% | 1.86% | 23.77% | 8.32% | 1.54% | 4.19% |
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
With a correlation of 0.92, IGM and FSPTX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
IGM has higher volatility (8.47%) compared to FSPTX (8.18%). In terms of maximum drawdown, IGM dropped -65.59% vs FSPTX's -84.37%.
FSPTX currently has the higher Sharpe Ratio (1.69 vs 1.59), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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