IGV vs. FIX
IGV (iShares Expanded Tech-Software Sector ETF) is Technology Equities fund tracking the S&P North American Expanded Technology Software Index, while FIX (Comfort Systems USA, Inc.) is a stock. Over the past 10 years, IGV returned 15.87%/yr vs 51.27%/yr for FIX. At a 0.42 correlation, their price movements are largely independent.
Performance
IGV vs. FIX - Performance Comparison
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Returns By Period
In the year-to-date period, IGV achieves a -14.18% return, which is significantly lower than FIX's 101.37% return. Over the past 10 years, IGV has underperformed FIX with an annualized return of 15.87%, while FIX has yielded a comparatively higher 51.27% annualized return.
IGV
- 1D
- -0.24%
- 1M
- 2.37%
- YTD
- -14.18%
- 6M
- -16.00%
- 1Y
- -15.27%
- 3Y*
- 10.04%
- 5Y*
- 3.91%
- 10Y*
- 15.87%
FIX
- 1D
- 1.85%
- 1M
- -7.68%
- YTD
- 101.37%
- 6M
- 94.15%
- 1Y
- 275.43%
- 3Y*
- 128.82%
- 5Y*
- 86.97%
- 10Y*
- 51.27%
IGV vs. FIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGV iShares Expanded Tech-Software Sector ETF | -14.18% | 5.56% | 23.41% | 58.56% | -35.65% | 12.30% | 52.86% | 34.33% | 12.44% | 42.16% |
FIX Comfort Systems USA, Inc. | 101.37% | 120.86% | 106.89% | 79.62% | 16.98% | 88.98% | 6.73% | 15.07% | 0.73% | 32.13% |
Correlation
The correlation between IGV and FIX is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.43 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.45 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2001 | 0.42 |
Over the past year, the correlation between IGV and FIX has dropped to 0.19 - well below their long-term average of 0.42, suggesting their price drivers have been diverging.
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Return for Risk
IGV vs. FIX — Risk / Return Rank
IGV
FIX
IGV vs. FIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Expanded Tech-Software Sector ETF (IGV) and Comfort Systems USA, Inc. (FIX). 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.
| IGV | FIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -5.68 | ||
| Sortino ratioReturn per unit of downside risk | -5.54 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.66 | -0.73 |
| Calmar ratioReturn relative to maximum drawdown | -0.42 | 17.58 | -18.00 |
| Martin ratioReturn relative to average drawdown | -0.87 | 59.47 | -60.34 |
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Drawdowns
IGV vs. FIX - Drawdown Comparison
The maximum IGV drawdown since its inception was -63.45%, smaller than the maximum FIX drawdown of -93.36%. Use the drawdown chart below to compare losses from any high point for IGV and FIX.
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Drawdown Indicators
| IGV | FIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.45% | -93.36% | +29.91% |
Max Drawdown (1Y)Largest decline over 1 year | -36.61% | -15.78% | -20.83% |
Max Drawdown (3Y)Largest decline over 3 years | -36.61% | -46.05% | +9.44% |
Max Drawdown (5Y)Largest decline over 5 years | -45.85% | -46.05% | +0.20% |
Max Drawdown (10Y)Largest decline over 10 years | -45.85% | -49.68% | +3.83% |
Current DrawdownCurrent decline from peak | -23.00% | -8.03% | -14.97% |
Average DrawdownAverage peak-to-trough decline | -14.45% | -38.06% | +23.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.55% | 4.66% | +12.89% |
Volatility
IGV vs. FIX - Volatility Comparison
The current volatility for iShares Expanded Tech-Software Sector ETF (IGV) is 12.57%, while Comfort Systems USA, Inc. (FIX) has a volatility of 15.34%. This indicates that IGV experiences smaller price fluctuations and is considered to be less risky than FIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IGV | FIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.57% | 15.34% | -2.77% |
Volatility (6M)Calculated over the trailing 6-month period | 24.80% | 38.30% | -13.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.06% | 54.05% | -25.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.92% | 44.66% | -16.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.39% | 42.44% | -16.05% |
Dividends
IGV vs. FIX - Dividend Comparison
IGV has not paid dividends to shareholders, while FIX's dividend yield for the trailing twelve months is around 0.14%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIX Comfort Systems USA, Inc. | 0.14% | 0.21% | 0.28% | 0.41% | 0.49% | 0.49% | 0.81% | 0.79% | 0.76% | 0.68% | 0.83% | 0.88% |
IGV iShares Expanded Tech-Software Sector ETF | 0.00% | 0.00% | 0.00% | 0.01% | 0.01% | 0.00% | 0.35% | 0.02% | 0.16% | 0.09% | 0.82% | 0.22% |
Frequently Asked Questions
IGV and FIX have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FIX has higher volatility (15.34%) compared to IGV (12.57%). In terms of maximum drawdown, IGV dropped -63.45% vs FIX's -93.36%.
FIX currently has the higher Sharpe Ratio (5.13 vs -0.55), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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