IGM vs. QDIBX
Compare and contrast key facts about iShares Expanded Tech Sector ETF (IGM) and Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX).
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. QDIBX is managed by T. Rowe Price. It was launched on Dec 13, 2019.
Performance
IGM vs. QDIBX - Performance Comparison
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IGM vs. QDIBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IGM iShares Expanded Tech Sector ETF | -8.21% | 26.76% | 36.99% | 60.68% | -35.83% | 25.72% | 45.11% | 2.62% |
QDIBX Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans | -0.22% | 7.72% | 1.66% | 6.71% | -14.11% | -0.17% | 6.77% | -0.10% |
Returns By Period
In the year-to-date period, IGM achieves a -8.21% return, which is significantly lower than QDIBX's -0.22% 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%
QDIBX
- 1D
- 0.45%
- 1M
- -1.98%
- YTD
- -0.22%
- 6M
- 1.00%
- 1Y
- 4.31%
- 3Y*
- 4.20%
- 5Y*
- 0.43%
- 10Y*
- —
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IGM vs. QDIBX - Expense Ratio Comparison
IGM has a 0.46% expense ratio, which is higher than QDIBX's 0.03% expense ratio.
Return for Risk
IGM vs. QDIBX — Risk / Return Rank
IGM
QDIBX
IGM vs. QDIBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Expanded Tech Sector ETF (IGM) and Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX). 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 | QDIBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 1.03 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.51 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.18 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 2.00 | -0.13 |
Martin ratioReturn relative to average drawdown | 6.36 | 5.89 | +0.47 |
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 | QDIBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 1.03 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.07 | +0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.16 | +0.26 |
Correlation
The correlation between IGM and QDIBX is 0.14, 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. QDIBX - Dividend Comparison
IGM's dividend yield for the trailing twelve months is around 0.18%, less than QDIBX's 3.51% 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% |
QDIBX Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans | 3.51% | 3.50% | 3.55% | 3.65% | 2.51% | 1.80% | 3.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IGM vs. QDIBX - Drawdown Comparison
The maximum IGM drawdown since its inception was -65.59%, which is greater than QDIBX's maximum drawdown of -19.63%. Use the drawdown chart below to compare losses from any high point for IGM and QDIBX.
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Drawdown Indicators
| IGM | QDIBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.59% | -19.63% | -45.96% |
Max Drawdown (1Y)Largest decline over 1 year | -16.44% | -2.58% | -13.86% |
Max Drawdown (5Y)Largest decline over 5 years | -40.68% | -19.63% | -21.05% |
Max Drawdown (10Y)Largest decline over 10 years | -40.68% | — | — |
Current DrawdownCurrent decline from peak | -12.61% | -1.98% | -10.63% |
Average DrawdownAverage peak-to-trough decline | -15.32% | -6.52% | -8.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.83% | 0.87% | +3.96% |
Volatility
IGM vs. QDIBX - Volatility Comparison
iShares Expanded Tech Sector ETF (IGM) has a higher volatility of 8.30% compared to Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX) at 1.51%. This indicates that IGM's price experiences larger fluctuations and is considered to be riskier than QDIBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IGM | QDIBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.30% | 1.51% | +6.79% |
Volatility (6M)Calculated over the trailing 6-month period | 16.28% | 2.54% | +13.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.68% | 4.32% | +22.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.56% | 6.58% | +18.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.41% | 6.32% | +18.09% |