IGV vs. EDOW
Compare and contrast key facts about iShares Expanded Tech-Software Sector ET (IGV) and First Trust Dow 30 Equal Weight ETF (EDOW).
IGV and EDOW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. EDOW is a passively managed fund by First Trust that tracks the performance of the Dow Jones Industrail Average Equal Weight TR. It was launched on Aug 8, 2017. Both IGV and EDOW are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IGV vs. EDOW - Performance Comparison
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IGV vs. EDOW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGV iShares Expanded Tech-Software Sector ET | -24.26% | 5.56% | 23.41% | 58.56% | -35.65% | 12.30% | 52.86% | 34.33% | 12.44% | 10.07% |
EDOW First Trust Dow 30 Equal Weight ETF | -1.45% | 15.46% | 13.17% | 15.47% | -7.45% | 18.82% | 6.64% | 24.69% | -2.04% | 11.90% |
Returns By Period
In the year-to-date period, IGV achieves a -24.26% return, which is significantly lower than EDOW's -1.45% return.
IGV
- 1D
- 3.13%
- 1M
- -1.86%
- YTD
- -24.26%
- 6M
- -30.40%
- 1Y
- -10.05%
- 3Y*
- 9.52%
- 5Y*
- 2.75%
- 10Y*
- 14.82%
EDOW
- 1D
- 1.76%
- 1M
- -5.43%
- YTD
- -1.45%
- 6M
- 2.32%
- 1Y
- 13.51%
- 3Y*
- 13.00%
- 5Y*
- 8.29%
- 10Y*
- —
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IGV vs. EDOW - Expense Ratio Comparison
IGV has a 0.46% expense ratio, which is lower than EDOW's 0.50% expense ratio.
Return for Risk
IGV vs. EDOW — Risk / Return Rank
IGV
EDOW
IGV vs. EDOW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Expanded Tech-Software Sector ET (IGV) and First Trust Dow 30 Equal Weight ETF (EDOW). 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.
| IGV | EDOW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.35 | 0.86 | -1.22 |
Sortino ratioReturn per unit of downside risk | -0.32 | 1.34 | -1.66 |
Omega ratioGain probability vs. loss probability | 0.96 | 1.19 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | -0.31 | 1.29 | -1.61 |
Martin ratioReturn relative to average drawdown | -0.81 | 5.49 | -6.30 |
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
| IGV | EDOW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.35 | 0.86 | -1.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.59 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.59 | -0.26 |
Correlation
The correlation between IGV and EDOW is 0.57, 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
IGV vs. EDOW - Dividend Comparison
IGV has not paid dividends to shareholders, while EDOW's dividend yield for the trailing twelve months is around 1.33%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGV iShares Expanded Tech-Software Sector ET | 0.00% | 0.00% | 0.00% | 0.01% | 0.01% | 0.00% | 0.35% | 0.02% | 0.16% | 0.09% | 0.82% | 0.22% |
EDOW First Trust Dow 30 Equal Weight ETF | 1.33% | 1.31% | 1.65% | 1.93% | 1.91% | 1.52% | 1.84% | 1.88% | 1.82% | 0.75% | 0.00% | 0.00% |
Drawdowns
IGV vs. EDOW - Drawdown Comparison
The maximum IGV drawdown since its inception was -63.45%, which is greater than EDOW's maximum drawdown of -33.72%. Use the drawdown chart below to compare losses from any high point for IGV and EDOW.
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Drawdown Indicators
| IGV | EDOW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.45% | -33.72% | -29.73% |
Max Drawdown (1Y)Largest decline over 1 year | -34.72% | -11.30% | -23.42% |
Max Drawdown (5Y)Largest decline over 5 years | -45.85% | -21.98% | -23.87% |
Max Drawdown (10Y)Largest decline over 10 years | -45.85% | — | — |
Current DrawdownCurrent decline from peak | -32.04% | -6.80% | -25.24% |
Average DrawdownAverage peak-to-trough decline | -14.37% | -4.11% | -10.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.51% | 2.67% | +10.84% |
Volatility
IGV vs. EDOW - Volatility Comparison
iShares Expanded Tech-Software Sector ET (IGV) has a higher volatility of 8.65% compared to First Trust Dow 30 Equal Weight ETF (EDOW) at 4.20%. This indicates that IGV's price experiences larger fluctuations and is considered to be riskier than EDOW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IGV | EDOW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.65% | 4.20% | +4.45% |
Volatility (6M)Calculated over the trailing 6-month period | 19.69% | 8.03% | +11.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.43% | 15.75% | +12.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.10% | 14.20% | +12.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.89% | 17.85% | +8.04% |