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IGV vs. TRUT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IGV vs. TRUT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Expanded Tech-Software Sector ET (IGV) and Vaneck Technology Trusector ETF (TRUT). 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 -5.19% return, which is significantly lower than TRUT's 25.30% return.


IGV

1D
-4.33%
1M
13.30%
YTD
-5.19%
6M
-6.07%
1Y
-4.56%
3Y*
14.91%
5Y*
6.80%
10Y*
16.89%

TRUT

1D
-1.46%
1M
16.68%
YTD
25.30%
6M
24.37%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IGV vs. TRUT - Yearly Performance Comparison


Correlation

The correlation between IGV and TRUT is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Aug 22, 2025

0.58

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Return for Risk

IGV vs. TRUT — 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: 77
Sharpe Ratio Rank
IGV Sortino Ratio Rank: 77
Sortino Ratio Rank
IGV Omega Ratio Rank: 77
Omega Ratio Rank
IGV Calmar Ratio Rank: 77
Calmar Ratio Rank
IGV Martin Ratio Rank: 77
Martin Ratio Rank

TRUT
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. TRUT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Expanded Tech-Software Sector ET (IGV) and Vaneck Technology Trusector ETF (TRUT). 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.


IGVTRUTDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

0.99

Calmar ratioReturn relative to maximum drawdown

-0.13

Martin ratioReturn relative to average drawdown

-0.27

IGV vs. TRUT - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IGVTRUTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.64

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

2.39

-2.03

Drawdowns

IGV vs. TRUT - Drawdown Comparison

The maximum IGV drawdown since its inception was -63.45%, which is greater than TRUT's maximum drawdown of -18.55%. Use the drawdown chart below to compare losses from any high point for IGV and TRUT.


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Drawdown Indicators


IGVTRUTDifference

Max Drawdown

Largest peak-to-trough decline

-63.45%

-18.55%

-44.90%

Max Drawdown (1Y)

Largest decline over 1 year

-36.61%

Max Drawdown (3Y)

Largest decline over 3 years

-36.61%

Max Drawdown (5Y)

Largest decline over 5 years

-45.85%

Max Drawdown (10Y)

Largest decline over 10 years

-45.85%

Current Drawdown

Current decline from peak

-14.93%

-1.46%

-13.47%

Average Drawdown

Average peak-to-trough decline

-14.44%

-5.17%

-9.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.22%

Volatility

IGV vs. TRUT - Volatility Comparison


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Volatility by Period


IGVTRUTDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.63%

Volatility (6M)

Calculated over the trailing 6-month period

24.39%

Volatility (1Y)

Calculated over the trailing 1-year period

27.61%

21.53%

+6.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.86%

21.53%

+6.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.35%

21.53%

+4.82%

IGV vs. TRUT - Expense Ratio Comparison

IGV has a 0.46% expense ratio, which is higher than TRUT's 0.13% expense ratio.


Dividends

IGV vs. TRUT - Dividend Comparison

IGV has not paid dividends to shareholders, while TRUT's dividend yield for the trailing twelve months is around 0.19%.


PositionTTM20252024202320222021202020192018201720162015
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%
TRUT
Vaneck Technology Trusector ETF
0.19%0.14%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


IGV and TRUT have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, TRUT is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.

TRUT is cheaper with a 0.13% expense ratio, compared with 0.46% for IGV.

TRUT has the higher dividend yield at 0.19%, compared with 0.00% for IGV.

They also come from different issuers: iShares and VanEck. Their fees differ too: 0.46% for IGV and 0.13% for TRUT.

Portfolio Optimizer

Find the right allocation for IGV and TRUT

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