PortfoliosLab logoPortfoliosLab logo
IGM vs. TRUT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IGM vs. TRUT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Expanded Tech Sector ETF (IGM) and Vaneck Technology Trusector ETF (TRUT). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, IGM achieves a 31.32% return, which is significantly higher than TRUT's 25.30% return.


IGM

1D
-0.84%
1M
16.93%
YTD
31.32%
6M
29.19%
1Y
62.26%
3Y*
39.18%
5Y*
22.04%
10Y*
25.19%

TRUT

1D
-1.46%
1M
16.68%
YTD
25.30%
6M
24.37%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IGM vs. TRUT - Yearly Performance Comparison


2026 (YTD)2025
IGM
iShares Expanded Tech Sector ETF
31.32%12.72%
TRUT
Vaneck Technology Trusector ETF
25.30%10.16%

Correlation

The correlation between IGM and TRUT is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Aug 22, 2025

0.94

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. TRUT — Risk / Return Rank

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

IGM
IGM Risk / Return Rank: 7979
Overall Rank
IGM Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
IGM Sortino Ratio Rank: 8383
Sortino Ratio Rank
IGM Omega Ratio Rank: 8181
Omega Ratio Rank
IGM Calmar Ratio Rank: 7474
Calmar Ratio Rank
IGM Martin Ratio Rank: 7070
Martin Ratio Rank

TRUT
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. TRUT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Expanded Tech Sector ETF (IGM) and Vaneck Technology Trusector ETF (TRUT). 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.


IGMTRUTDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.50

Calmar ratioReturn relative to maximum drawdown

3.81

Martin ratioReturn relative to average drawdown

13.36

IGM vs. TRUT - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


IGMTRUTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.07

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.86

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.48

2.39

-1.91

Drawdowns

IGM vs. TRUT - Drawdown Comparison

The maximum IGM drawdown since its inception was -65.59%, which is greater than TRUT's maximum drawdown of -18.55%. Use the drawdown chart below to compare losses from any high point for IGM and TRUT.


Loading charts...

Drawdown Indicators


IGMTRUTDifference

Max Drawdown

Largest peak-to-trough decline

-65.59%

-18.55%

-47.04%

Max Drawdown (1Y)

Largest decline over 1 year

-16.44%

Max Drawdown (3Y)

Largest decline over 3 years

-26.39%

Max Drawdown (5Y)

Largest decline over 5 years

-40.68%

Max Drawdown (10Y)

Largest decline over 10 years

-40.68%

Current Drawdown

Current decline from peak

-0.84%

-1.46%

+0.62%

Average Drawdown

Average peak-to-trough decline

-15.23%

-5.17%

-10.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.67%

Volatility

IGM vs. TRUT - Volatility Comparison


Loading charts...

Volatility by Period


IGMTRUTDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.10%

Volatility (6M)

Calculated over the trailing 6-month period

16.08%

Volatility (1Y)

Calculated over the trailing 1-year period

20.43%

21.53%

-1.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.68%

21.53%

+4.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.54%

21.53%

+3.01%

IGM vs. TRUT - Expense Ratio Comparison

IGM has a 0.39% expense ratio, which is higher than TRUT's 0.13% expense ratio.


Dividends

IGM vs. TRUT - Dividend Comparison

IGM's dividend yield for the trailing twelve months is around 0.12%, less than TRUT's 0.19% yield.


PositionTTM20252024202320222021202020192018201720162015
IGM
iShares Expanded Tech Sector ETF
0.12%0.17%0.22%0.33%0.66%0.16%0.32%0.50%0.57%0.57%0.90%0.79%
TRUT
Vaneck Technology Trusector ETF
0.19%0.14%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.94, IGM and TRUT 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.

On fees, TRUT is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.

TRUT is cheaper with a 0.13% expense ratio, compared with 0.39% for IGM.

TRUT has the higher dividend yield at 0.19%, compared with 0.12% for IGM.

They also come from different issuers: iShares and VanEck. Their fees differ too: 0.39% for IGM and 0.13% for TRUT.

Portfolio Optimizer

Find the right allocation for IGM and TRUT

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

Open Portfolio Optimizer