IGM vs. IVT
Compare and contrast key facts about iShares Expanded Tech Sector ETF (IGM) and Inventrust Properties Corp (IVT).
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.
Performance
IGM vs. IVT - Performance Comparison
Loading graphics...
IGM vs. IVT - 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% |
IVT Inventrust Properties Corp | 8.86% | -3.19% | 23.02% | 11.01% | -10.31% | 2,399.18% | -28.43% | 3.60% | 3.33% | -26.47% |
Returns By Period
In the year-to-date period, IGM achieves a -8.21% return, which is significantly lower than IVT's 8.86% return. Over the past 10 years, IGM has underperformed IVT with an annualized return of 20.88%, while IVT has yielded a comparatively higher 34.33% 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%
IVT
- 1D
- -0.13%
- 1M
- -1.57%
- YTD
- 8.86%
- 6M
- 8.20%
- 1Y
- 7.24%
- 3Y*
- 12.98%
- 5Y*
- 94.96%
- 10Y*
- 34.33%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IGM vs. IVT — Risk / Return Rank
IGM
IVT
IGM vs. IVT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Expanded Tech Sector ETF (IGM) and Inventrust Properties Corp (IVT). 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 | IVT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.38 | +0.78 |
Sortino ratioReturn per unit of downside risk | 1.77 | 0.67 | +1.10 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.08 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 0.69 | +1.18 |
Martin ratioReturn relative to average drawdown | 6.36 | 1.62 | +4.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IGM | IVT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.38 | +0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.23 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.00 | +0.86 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.00 | +0.42 |
Correlation
The correlation between IGM and IVT is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
IGM vs. IVT - Dividend Comparison
IGM's dividend yield for the trailing twelve months is around 0.18%, less than IVT's 3.16% 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% |
IVT Inventrust Properties Corp | 3.16% | 3.37% | 3.00% | 3.40% | 3.47% | 0.82% | 1.72% | 3.51% | 0.00% | 1.13% | 4.18% | 0.77% |
Drawdowns
IGM vs. IVT - Drawdown Comparison
The maximum IGM drawdown since its inception was -65.59%, smaller than the maximum IVT drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for IGM and IVT.
Loading graphics...
Drawdown Indicators
| IGM | IVT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.59% | -100.00% | +34.41% |
Max Drawdown (1Y)Largest decline over 1 year | -16.44% | -12.65% | -3.79% |
Max Drawdown (5Y)Largest decline over 5 years | -40.68% | -74.53% | +33.85% |
Max Drawdown (10Y)Largest decline over 10 years | -40.68% | -99.99% | +59.31% |
Current DrawdownCurrent decline from peak | -12.61% | -3.34% | -9.27% |
Average DrawdownAverage peak-to-trough decline | -15.32% | -41.75% | +26.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.83% | 5.35% | -0.52% |
Volatility
IGM vs. IVT - Volatility Comparison
iShares Expanded Tech Sector ETF (IGM) has a higher volatility of 8.30% compared to Inventrust Properties Corp (IVT) at 4.23%. This indicates that IGM's price experiences larger fluctuations and is considered to be riskier than IVT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| IGM | IVT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.30% | 4.23% | +4.07% |
Volatility (6M)Calculated over the trailing 6-month period | 16.28% | 10.88% | +5.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.68% | 19.12% | +7.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.56% | 424.08% | -398.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.41% | 297,860.16% | -297,835.75% |