IGM vs. PIPAX
Compare and contrast key facts about iShares Expanded Tech Sector ETF (IGM) and PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A (PIPAX).
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. PIPAX is managed by PIMCO. It was launched on Oct 31, 2003.
Performance
IGM vs. PIPAX - Performance Comparison
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IGM vs. PIPAX - 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% |
PIPAX PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A | -0.96% | 16.57% | 14.37% | 21.29% | -9.30% | 18.02% | 3.78% | 25.94% | -10.40% | 18.30% |
Returns By Period
In the year-to-date period, IGM achieves a -8.21% return, which is significantly lower than PIPAX's -0.96% return. Over the past 10 years, IGM has outperformed PIPAX with an annualized return of 20.88%, while PIPAX has yielded a comparatively lower 11.00% 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%
PIPAX
- 1D
- 0.24%
- 1M
- -9.41%
- YTD
- -0.96%
- 6M
- -0.96%
- 1Y
- 11.06%
- 3Y*
- 13.66%
- 5Y*
- 9.76%
- 10Y*
- 11.00%
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IGM vs. PIPAX - Expense Ratio Comparison
IGM has a 0.46% expense ratio, which is lower than PIPAX's 1.15% expense ratio.
Return for Risk
IGM vs. PIPAX — Risk / Return Rank
IGM
PIPAX
IGM vs. PIPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Expanded Tech Sector ETF (IGM) and PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A (PIPAX). 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 | PIPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.55 | +0.61 |
Sortino ratioReturn per unit of downside risk | 1.77 | 0.76 | +1.00 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.13 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 0.56 | +1.31 |
Martin ratioReturn relative to average drawdown | 6.36 | 2.18 | +4.18 |
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 | PIPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.55 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.70 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.76 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.51 | -0.08 |
Correlation
The correlation between IGM and PIPAX is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IGM vs. PIPAX - Dividend Comparison
IGM's dividend yield for the trailing twelve months is around 0.18%, less than PIPAX's 5.66% 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% |
PIPAX PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A | 5.66% | 5.61% | 12.69% | 10.56% | 10.66% | 7.59% | 1.44% | 11.71% | 8.25% | 7.38% | 0.78% | 8.16% |
Drawdowns
IGM vs. PIPAX - Drawdown Comparison
The maximum IGM drawdown since its inception was -65.59%, which is greater than PIPAX's maximum drawdown of -57.80%. Use the drawdown chart below to compare losses from any high point for IGM and PIPAX.
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Drawdown Indicators
| IGM | PIPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.59% | -57.80% | -7.79% |
Max Drawdown (1Y)Largest decline over 1 year | -16.44% | -12.80% | -3.64% |
Max Drawdown (5Y)Largest decline over 5 years | -40.68% | -19.17% | -21.51% |
Max Drawdown (10Y)Largest decline over 10 years | -40.68% | -35.55% | -5.13% |
Current DrawdownCurrent decline from peak | -12.61% | -9.41% | -3.20% |
Average DrawdownAverage peak-to-trough decline | -15.32% | -7.39% | -7.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.83% | 3.63% | +1.20% |
Volatility
IGM vs. PIPAX - Volatility Comparison
iShares Expanded Tech Sector ETF (IGM) has a higher volatility of 8.30% compared to PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A (PIPAX) at 6.56%. This indicates that IGM's price experiences larger fluctuations and is considered to be riskier than PIPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IGM | PIPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.30% | 6.56% | +1.74% |
Volatility (6M)Calculated over the trailing 6-month period | 16.28% | 11.72% | +4.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.68% | 16.65% | +10.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.56% | 14.00% | +11.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.41% | 14.60% | +9.81% |