IGV vs. VGT
Compare and contrast key facts about iShares Expanded Tech-Software Sector ET (IGV) and Vanguard Information Technology ETF (VGT).
IGV and VGT 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. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004. Both IGV and VGT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IGV or VGT.
Performance
IGV vs. VGT - Performance Comparison
Returns By Period
In the year-to-date period, IGV achieves a 30.71% return, which is significantly higher than VGT's 29.10% return. Both investments have delivered pretty close results over the past 10 years, with IGV having a 20.41% annualized return and VGT not far ahead at 20.77%.
IGV
30.71%
16.80%
27.91%
39.74%
19.19%
20.41%
VGT
29.10%
4.10%
14.33%
35.99%
22.83%
20.77%
Key characteristics
| IGV | VGT | |
|---|---|---|
| Sharpe Ratio | 1.95 | 1.72 |
| Sortino Ratio | 2.46 | 2.24 |
| Omega Ratio | 1.34 | 1.31 |
| Calmar Ratio | 2.70 | 2.36 |
| Martin Ratio | 8.45 | 8.49 |
| Ulcer Index | 4.70% | 4.24% |
| Daily Std Dev | 20.41% | 20.98% |
| Max Drawdown | -92.69% | -54.63% |
| Current Drawdown | 0.00% | -0.64% |
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IGV vs. VGT - Expense Ratio Comparison
IGV has a 0.46% expense ratio, which is higher than VGT's 0.10% expense ratio.
Correlation
The correlation between IGV and VGT is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
IGV vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Expanded Tech-Software Sector ET (IGV) and Vanguard Information Technology ETF (VGT). 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 vs. VGT - Dividend Comparison
IGV's dividend yield for the trailing twelve months is around 0.31%, less than VGT's 0.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGV iShares Expanded Tech-Software Sector ET | 0.31% | 0.41% | 0.01% | 0.00% | 0.35% | 0.02% | 0.16% | 0.09% | 0.82% | 0.22% | 0.29% | 0.33% |
VGT Vanguard Information Technology ETF | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
IGV vs. VGT - Drawdown Comparison
The maximum IGV drawdown since its inception was -92.69%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for IGV and VGT. For additional features, visit the drawdowns tool.
Volatility
IGV vs. VGT - Volatility Comparison
iShares Expanded Tech-Software Sector ET (IGV) has a higher volatility of 6.82% compared to Vanguard Information Technology ETF (VGT) at 6.47%. This indicates that IGV's price experiences larger fluctuations and is considered to be riskier than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.