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IGV vs. GOOG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IGV vs. GOOG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Expanded Tech-Software Sector ETF (IGV) and Alphabet Inc (GOOG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IGV achieves a -9.50% return, which is significantly lower than GOOG's 15.25% return. Over the past 10 years, IGV has underperformed GOOG with an annualized return of 16.44%, while GOOG has yielded a comparatively higher 26.05% annualized return.


IGV

1D
-0.21%
1M
4.94%
YTD
-9.50%
6M
-12.57%
1Y
-9.75%
3Y*
13.14%
5Y*
5.60%
10Y*
16.44%

GOOG

1D
-1.20%
1M
-8.98%
YTD
15.25%
6M
15.01%
1Y
107.32%
3Y*
43.67%
5Y*
23.94%
10Y*
26.05%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IGV vs. GOOG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IGV
iShares Expanded Tech-Software Sector ETF
-9.50%5.56%23.41%58.56%-35.65%12.30%52.86%34.33%12.44%42.16%
GOOG
Alphabet Inc
15.25%65.42%35.62%58.83%-38.67%65.17%31.03%29.10%-1.03%35.58%

Correlation

The correlation between IGV and GOOG is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.23

Correlation (3Y)
Calculated over the trailing 3-year period

0.43

Correlation (5Y)
Calculated over the trailing 5-year period

0.58

Correlation (10Y)
Calculated over the trailing 10-year period

0.61

Correlation (All Time)
Calculated using the full available price history since Apr 4, 2014

0.61

Over the past year, the correlation between IGV and GOOG has dropped to 0.23 - well below their long-term average of 0.61, suggesting their price drivers have been diverging.

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Return for Risk

IGV vs. GOOG — Risk / Return Rank

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

IGV
IGV Risk / Return Rank: 77
Overall Rank
IGV Sharpe Ratio Rank: 66
Sharpe Ratio Rank
IGV Sortino Ratio Rank: 66
Sortino Ratio Rank
IGV Omega Ratio Rank: 66
Omega Ratio Rank
IGV Calmar Ratio Rank: 77
Calmar Ratio Rank
IGV Martin Ratio Rank: 77
Martin Ratio Rank

GOOG
GOOG Risk / Return Rank: 9696
Overall Rank
GOOG Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
GOOG Sortino Ratio Rank: 9898
Sortino Ratio Rank
GOOG Omega Ratio Rank: 9696
Omega Ratio Rank
GOOG Calmar Ratio Rank: 9393
Calmar Ratio Rank
GOOG Martin Ratio Rank: 9595
Martin Ratio Rank
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.

IGV vs. GOOG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Expanded Tech-Software Sector ETF (IGV) and Alphabet Inc (GOOG). 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.


IGVGOOGDifference
Sharpe ratioReturn per unit of total volatility

-4.11

Sortino ratioReturn per unit of downside risk

-5.47

Omega ratioGain probability vs. loss probability

0.96

1.61

-0.65

Calmar ratioReturn relative to maximum drawdown

-0.27

5.20

-5.47

Martin ratioReturn relative to average drawdown

-0.56

18.68

-19.24

IGV vs. GOOG - Sharpe Ratio Comparison

The current IGV Sharpe Ratio is -0.35, which is lower than the GOOG Sharpe Ratio of 3.76. The chart below compares the historical Sharpe Ratios of IGV and GOOG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IGVGOOGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.35

3.76

-4.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.20

0.77

-0.57

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.63

0.90

-0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

0.82

-0.46

Drawdowns

IGV vs. GOOG - Drawdown Comparison

The maximum IGV drawdown since its inception was -63.45%, which is greater than GOOG's maximum drawdown of -44.60%. Use the drawdown chart below to compare losses from any high point for IGV and GOOG.


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Drawdown Indicators


IGVGOOGDifference

Max Drawdown

Largest peak-to-trough decline

-63.45%

-44.60%

-18.85%

Max Drawdown (1Y)

Largest decline over 1 year

-36.61%

-20.75%

-15.86%

Max Drawdown (3Y)

Largest decline over 3 years

-36.61%

-29.35%

-7.26%

Max Drawdown (5Y)

Largest decline over 5 years

-45.85%

-44.60%

-1.25%

Max Drawdown (10Y)

Largest decline over 10 years

-45.85%

-44.60%

-1.25%

Current Drawdown

Current decline from peak

-18.80%

-9.44%

-9.36%

Average Drawdown

Average peak-to-trough decline

-14.45%

-8.89%

-5.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.33%

5.77%

+11.56%

Volatility

IGV vs. GOOG - Volatility Comparison

iShares Expanded Tech-Software Sector ETF (IGV) has a higher volatility of 12.20% compared to Alphabet Inc (GOOG) at 8.43%. This indicates that IGV's price experiences larger fluctuations and is considered to be riskier than GOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IGVGOOGDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.20%

8.43%

+3.77%

Volatility (6M)

Calculated over the trailing 6-month period

24.65%

20.50%

+4.15%

Volatility (1Y)

Calculated over the trailing 1-year period

27.93%

28.74%

-0.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.90%

31.14%

-3.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.38%

29.02%

-2.64%

Dividends

IGV vs. GOOG - Dividend Comparison

IGV has not paid dividends to shareholders, while GOOG's dividend yield for the trailing twelve months is around 0.29%.


PositionTTM20252024202320222021202020192018201720162015
GOOG
Alphabet Inc
0.29%0.26%0.32%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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 GOOG have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IGV has higher volatility (12.20%) compared to GOOG (8.43%). In terms of maximum drawdown, IGV dropped -63.45% vs GOOG's -44.60%.

GOOG currently has the higher Sharpe Ratio (3.76 vs -0.35), 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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