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IGM vs. SGAS.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IGM vs. SGAS.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Expanded Tech Sector ETF (IGM) and iShares MSCI USA ESG Screened UCITS ETF USD (Acc) (SGAS.DE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

IGM is traded in USD, while SGAS.DE is traded in EUR. To make them comparable, the SGAS.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, IGM achieves a 27.92% return, which is significantly higher than SGAS.DE's 9.58% return.


IGM

1D
3.64%
1M
7.10%
YTD
27.92%
6M
29.29%
1Y
56.16%
3Y*
36.48%
5Y*
20.96%
10Y*
25.12%

SGAS.DE

1D
1.87%
1M
1.90%
YTD
9.58%
6M
10.88%
1Y
27.64%
3Y*
21.79%
5Y*
13.97%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IGM vs. SGAS.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
IGM
iShares Expanded Tech Sector ETF
27.92%26.76%36.99%60.68%-35.83%25.72%45.11%41.81%-10.61%
SGAS.DE
iShares MSCI USA ESG Screened UCITS ETF USD (Acc)
9.58%18.72%26.22%30.34%-21.60%28.62%21.44%32.49%-21.14%

Correlation

The correlation between IGM and SGAS.DE is 0.68, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.68

Correlation (3Y)
Calculated over the trailing 3-year period

0.61

Correlation (5Y)
Calculated over the trailing 5-year period

0.61

Correlation (All Time)
Calculated using the full available price history since Oct 19, 2018

0.59

The correlation between IGM and SGAS.DE has been stable across timeframes, ranging from 0.59 to 0.68 - a consistent structural relationship.

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Return for Risk

IGM vs. SGAS.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IGM
IGM Risk / Return Rank: 7878
Overall Rank
IGM Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
IGM Sortino Ratio Rank: 7979
Sortino Ratio Rank
IGM Omega Ratio Rank: 8080
Omega Ratio Rank
IGM Calmar Ratio Rank: 7474
Calmar Ratio Rank
IGM Martin Ratio Rank: 7070
Martin Ratio Rank

SGAS.DE
SGAS.DE Risk / Return Rank: 6868
Overall Rank
SGAS.DE Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
SGAS.DE Sortino Ratio Rank: 6969
Sortino Ratio Rank
SGAS.DE Omega Ratio Rank: 7070
Omega Ratio Rank
SGAS.DE Calmar Ratio Rank: 6868
Calmar Ratio Rank
SGAS.DE Martin Ratio Rank: 6565
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IGM vs. SGAS.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Expanded Tech Sector ETF (IGM) and iShares MSCI USA ESG Screened UCITS ETF USD (Acc) (SGAS.DE). 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.


IGMSGAS.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.40

Sortino ratioReturn per unit of downside risk

+0.07

Omega ratioGain probability vs. loss probability

1.42

1.37

+0.05

Calmar ratioReturn relative to maximum drawdown

3.43

2.81

+0.62

Martin ratioReturn relative to average drawdown

11.62

11.34

+0.28

IGM vs. SGAS.DE - Sharpe Ratio Comparison

The current IGM Sharpe Ratio is 2.54, which is comparable to the SGAS.DE Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of IGM and SGAS.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

IGM vs. SGAS.DE - Drawdown Comparison

The maximum IGM drawdown since its inception was -65.59%, which is greater than SGAS.DE's maximum drawdown of -33.98%. Use the drawdown chart below to compare losses from any high point for IGM and SGAS.DE.


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Drawdown Indicators


IGMSGAS.DEDifference

Max Drawdown

Largest peak-to-trough decline

-65.59%

-33.98%

-31.61%

Max Drawdown (1Y)

Largest decline over 1 year

-16.44%

-9.78%

-6.66%

Max Drawdown (3Y)

Largest decline over 3 years

-26.39%

-20.92%

-5.47%

Max Drawdown (5Y)

Largest decline over 5 years

-40.68%

-26.22%

-14.46%

Max Drawdown (10Y)

Largest decline over 10 years

-40.68%

Current Drawdown

Current decline from peak

-3.41%

-0.91%

-2.50%

Average Drawdown

Average peak-to-trough decline

-15.22%

-6.44%

-8.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.85%

2.43%

+2.42%

Volatility

IGM vs. SGAS.DE - Volatility Comparison

iShares Expanded Tech Sector ETF (IGM) has a higher volatility of 10.54% compared to iShares MSCI USA ESG Screened UCITS ETF USD (Acc) (SGAS.DE) at 4.06%. This indicates that IGM's price experiences larger fluctuations and is considered to be riskier than SGAS.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IGMSGAS.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.54%

4.06%

+6.48%

Volatility (6M)

Calculated over the trailing 6-month period

18.42%

9.48%

+8.94%

Volatility (1Y)

Calculated over the trailing 1-year period

22.24%

12.89%

+9.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.97%

16.84%

+9.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.70%

18.87%

+5.83%

IGM vs. SGAS.DE - Expense Ratio Comparison

IGM has a 0.39% expense ratio, which is higher than SGAS.DE's 0.07% expense ratio.


Dividends

IGM vs. SGAS.DE - Dividend Comparison

IGM's dividend yield for the trailing twelve months is around 0.17%, while SGAS.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
IGM
iShares Expanded Tech Sector ETF
0.17%0.17%0.22%0.33%0.66%0.16%0.32%0.50%0.57%0.57%0.90%0.79%
SGAS.DE
iShares MSCI USA ESG Screened UCITS ETF USD (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


IGM and SGAS.DE have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SGAS.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SGAS.DE is cheaper with a 0.07% expense ratio, compared with 0.39% for IGM.

IGM is categorized as Technology Equities, while SGAS.DE is Large Cap Blend Equities. IGM tracks S&P North American Expanded Technology Sector Index, while SGAS.DE tracks MSCI USA ESG Screened. Their fees differ too: 0.39% for IGM and 0.07% for SGAS.DE.

Portfolio Optimizer

Find the right allocation for IGM and SGAS.DE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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