IGPT vs. STX
Compare and contrast key facts about Invesco AI and Next Gen Software ETF (IGPT) and Seagate Technology plc (STX).
IGPT is a passively managed fund by Invesco that tracks the performance of the STOXX World AC NexGen Software Development Index. It was launched on Jun 23, 2005.
Performance
IGPT vs. STX - Performance Comparison
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IGPT vs. STX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGPT Invesco AI and Next Gen Software ETF | -2.36% | 31.55% | 17.15% | 27.29% | -27.73% | -11.79% | 54.31% | 35.06% | 16.38% | 34.60% |
STX Seagate Technology plc | 42.50% | 225.26% | 4.06% | 69.12% | -51.42% | 87.50% | 10.14% | 62.14% | -2.90% | 16.67% |
Returns By Period
In the year-to-date period, IGPT achieves a -2.36% return, which is significantly lower than STX's 42.50% return. Over the past 10 years, IGPT has underperformed STX with an annualized return of 16.03%, while STX has yielded a comparatively higher 33.65% annualized return.
IGPT
- 1D
- 4.64%
- 1M
- -8.95%
- YTD
- -2.36%
- 6M
- 7.47%
- 1Y
- 43.48%
- 3Y*
- 19.77%
- 5Y*
- 3.23%
- 10Y*
- 16.03%
STX
- 1D
- 8.09%
- 1M
- -3.78%
- YTD
- 42.50%
- 6M
- 66.68%
- 1Y
- 367.11%
- 3Y*
- 85.83%
- 5Y*
- 42.29%
- 10Y*
- 33.65%
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Return for Risk
IGPT vs. STX — Risk / Return Rank
IGPT
STX
IGPT vs. STX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco AI and Next Gen Software ETF (IGPT) and Seagate Technology plc (STX). 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.
| IGPT | STX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 5.71 | -4.27 |
Sortino ratioReturn per unit of downside risk | 2.05 | 4.64 | -2.59 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.62 | -0.34 |
Calmar ratioReturn relative to maximum drawdown | 2.55 | 16.55 | -13.99 |
Martin ratioReturn relative to average drawdown | 9.39 | 46.04 | -36.65 |
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
| IGPT | STX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 5.71 | -4.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.97 | -0.85 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.79 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.44 | +0.07 |
Correlation
The correlation between IGPT and STX is 0.51, 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
IGPT vs. STX - Dividend Comparison
IGPT's dividend yield for the trailing twelve months is around 0.05%, less than STX's 0.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGPT Invesco AI and Next Gen Software ETF | 0.05% | 0.04% | 0.00% | 0.00% | 1.41% | 6.21% | 0.04% | 0.05% | 0.00% | 0.00% | 0.03% | 0.15% |
STX Seagate Technology plc | 0.75% | 1.05% | 3.27% | 3.28% | 5.32% | 2.40% | 4.21% | 4.27% | 6.53% | 6.02% | 6.60% | 6.14% |
Drawdowns
IGPT vs. STX - Drawdown Comparison
The maximum IGPT drawdown since its inception was -50.14%, smaller than the maximum STX drawdown of -88.74%. Use the drawdown chart below to compare losses from any high point for IGPT and STX.
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Drawdown Indicators
| IGPT | STX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.14% | -88.74% | +38.60% |
Max Drawdown (1Y)Largest decline over 1 year | -16.68% | -22.19% | +5.51% |
Max Drawdown (5Y)Largest decline over 5 years | -45.59% | -56.99% | +11.40% |
Max Drawdown (10Y)Largest decline over 10 years | -50.14% | -56.99% | +6.85% |
Current DrawdownCurrent decline from peak | -12.82% | -12.12% | -0.70% |
Average DrawdownAverage peak-to-trough decline | -12.05% | -26.65% | +14.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.54% | 7.98% | -3.44% |
Volatility
IGPT vs. STX - Volatility Comparison
The current volatility for Invesco AI and Next Gen Software ETF (IGPT) is 11.59%, while Seagate Technology plc (STX) has a volatility of 22.02%. This indicates that IGPT experiences smaller price fluctuations and is considered to be less risky than STX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IGPT | STX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.59% | 22.02% | -10.43% |
Volatility (6M)Calculated over the trailing 6-month period | 21.27% | 53.41% | -32.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.39% | 64.78% | -34.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.90% | 43.90% | -17.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.83% | 42.54% | -16.71% |