IGV.L vs. IGV
Compare and contrast key facts about The Income & Growth VCT plc (IGV.L) and iShares Expanded Tech-Software Sector ET (IGV).
IGV is a passively managed fund by iShares that tracks the performance of the S&P North American Technology-Software Index. It was launched on Jul 10, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IGV.L or IGV.
Correlation
The correlation between IGV.L and IGV is 0.10, 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.
Performance
IGV.L vs. IGV - Performance Comparison
Key characteristics
IGV.L:
0.09
IGV:
1.00
IGV.L:
0.23
IGV:
1.41
IGV.L:
1.06
IGV:
1.18
IGV.L:
0.11
IGV:
0.31
IGV.L:
0.46
IGV:
4.36
IGV.L:
2.88%
IGV:
4.95%
IGV.L:
15.27%
IGV:
21.64%
IGV.L:
-20.25%
IGV:
-98.54%
IGV.L:
-8.65%
IGV:
-58.58%
Returns By Period
In the year-to-date period, IGV.L achieves a -3.03% return, which is significantly lower than IGV's 3.88% return. Over the past 10 years, IGV.L has underperformed IGV with an annualized return of 6.94%, while IGV has yielded a comparatively higher 18.58% annualized return.
IGV.L
-3.03%
-1.54%
-3.03%
1.31%
11.98%
6.94%
IGV
3.88%
2.01%
21.10%
26.63%
15.31%
18.58%
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Risk-Adjusted Performance
IGV.L vs. IGV — Risk-Adjusted Performance Rank
IGV.L
IGV
IGV.L vs. IGV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Income & Growth VCT plc (IGV.L) and iShares Expanded Tech-Software Sector ET (IGV). 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.
Dividends
IGV.L vs. IGV - Dividend Comparison
IGV.L's dividend yield for the trailing twelve months is around 473.44%, while IGV has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGV.L The Income & Growth VCT plc | 473.44% | 459.09% | 16.42% | 10.53% | 439.13% | 39.10% | 352.11% | 184.40% | 2,224.31% | 113.17% | 492.61% | 4.21% |
IGV iShares Expanded Tech-Software Sector ET | 0.00% | 0.00% | 0.41% | 0.01% | 0.00% | 0.35% | 0.02% | 0.16% | 0.09% | 0.82% | 0.22% | 0.29% |
Drawdowns
IGV.L vs. IGV - Drawdown Comparison
The maximum IGV.L drawdown since its inception was -20.25%, smaller than the maximum IGV drawdown of -98.54%. Use the drawdown chart below to compare losses from any high point for IGV.L and IGV. For additional features, visit the drawdowns tool.
Volatility
IGV.L vs. IGV - Volatility Comparison
The Income & Growth VCT plc (IGV.L) has a higher volatility of 8.47% compared to iShares Expanded Tech-Software Sector ET (IGV) at 5.75%. This indicates that IGV.L's price experiences larger fluctuations and is considered to be riskier than IGV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.