IUSCX vs. IGM
Compare and contrast key facts about Fisher Investments Institutional Group U.S. Small Cap Equity Fund (IUSCX) and iShares Expanded Tech Sector ETF (IGM).
IUSCX is managed by Fisher Investments. It was launched on Jul 16, 2020. IGM is a passively managed fund by iShares that tracks the performance of the S&P North American Technology Sector Index. It was launched on Mar 13, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IUSCX or IGM.
Correlation
The correlation between IUSCX and IGM is 0.74, 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.
Performance
IUSCX vs. IGM - Performance Comparison
Key characteristics
IUSCX:
0.07
IGM:
1.43
IUSCX:
0.25
IGM:
1.95
IUSCX:
1.03
IGM:
1.26
IUSCX:
0.05
IGM:
2.09
IUSCX:
0.26
IGM:
7.35
IUSCX:
5.66%
IGM:
4.20%
IUSCX:
20.11%
IGM:
21.55%
IUSCX:
-41.86%
IGM:
-65.59%
IUSCX:
-25.58%
IGM:
-0.98%
Returns By Period
In the year-to-date period, IUSCX achieves a -1.29% return, which is significantly lower than IGM's 5.20% return.
IUSCX
-1.29%
-6.55%
1.30%
2.91%
N/A
N/A
IGM
5.20%
2.33%
15.95%
34.17%
20.19%
20.43%
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IUSCX vs. IGM - Expense Ratio Comparison
IUSCX has a 0.75% expense ratio, which is higher than IGM's 0.46% expense ratio.
Risk-Adjusted Performance
IUSCX vs. IGM — Risk-Adjusted Performance Rank
IUSCX
IGM
IUSCX vs. IGM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fisher Investments Institutional Group U.S. Small Cap Equity Fund (IUSCX) and iShares Expanded Tech Sector ETF (IGM). 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
IUSCX vs. IGM - Dividend Comparison
IUSCX's dividend yield for the trailing twelve months is around 0.15%, less than IGM's 0.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSCX Fisher Investments Institutional Group U.S. Small Cap Equity Fund | 0.15% | 0.14% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IGM iShares Expanded Tech Sector ETF | 0.21% | 0.22% | 0.52% | 0.53% | 0.16% | 0.32% | 0.50% | 0.57% | 0.57% | 0.90% | 0.79% | 0.88% |
Drawdowns
IUSCX vs. IGM - Drawdown Comparison
The maximum IUSCX drawdown since its inception was -41.86%, smaller than the maximum IGM drawdown of -65.59%. Use the drawdown chart below to compare losses from any high point for IUSCX and IGM. For additional features, visit the drawdowns tool.
Volatility
IUSCX vs. IGM - Volatility Comparison
The current volatility for Fisher Investments Institutional Group U.S. Small Cap Equity Fund (IUSCX) is 3.89%, while iShares Expanded Tech Sector ETF (IGM) has a volatility of 6.50%. This indicates that IUSCX experiences smaller price fluctuations and is considered to be less risky than IGM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.