IVT vs. IGM
Compare and contrast key facts about Inventrust Properties Corp (IVT) and iShares Expanded Tech Sector ETF (IGM).
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.
Performance
IVT vs. IGM - Performance Comparison
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IVT vs. IGM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVT Inventrust Properties Corp | 8.86% | -3.19% | 23.02% | 11.01% | -10.31% | 2,399.18% | -28.43% | 3.60% | 3.33% | -26.47% |
IGM iShares Expanded Tech Sector ETF | -6.83% | 26.76% | 36.99% | 60.68% | -35.83% | 25.72% | 45.11% | 41.81% | 2.26% | 37.20% |
Returns By Period
In the year-to-date period, IVT achieves a 8.86% return, which is significantly higher than IGM's -6.83% return. Over the past 10 years, IVT has outperformed IGM with an annualized return of 34.33%, while IGM has yielded a comparatively lower 21.06% annualized return.
IVT
- 1D
- -0.13%
- 1M
- -1.57%
- YTD
- 8.86%
- 6M
- 8.20%
- 1Y
- 7.24%
- 3Y*
- 12.98%
- 5Y*
- 94.96%
- 10Y*
- 34.33%
IGM
- 1D
- 1.51%
- 1M
- -3.57%
- YTD
- -6.83%
- 6M
- -5.05%
- 1Y
- 31.61%
- 3Y*
- 28.93%
- 5Y*
- 14.72%
- 10Y*
- 21.06%
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Return for Risk
IVT vs. IGM — Risk / Return Rank
IVT
IGM
IVT vs. IGM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Inventrust Properties Corp (IVT) 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.
| IVT | IGM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | 1.19 | -0.81 |
Sortino ratioReturn per unit of downside risk | 0.67 | 1.80 | -1.13 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.25 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.69 | 2.00 | -1.32 |
Martin ratioReturn relative to average drawdown | 1.62 | 6.74 | -5.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IVT | IGM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 1.19 | -0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.58 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.00 | 0.87 | -0.87 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.43 | -0.43 |
Correlation
The correlation between IVT and IGM is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
IVT vs. IGM - Dividend Comparison
IVT's dividend yield for the trailing twelve months is around 3.16%, more than IGM's 0.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVT Inventrust Properties Corp | 3.16% | 3.37% | 3.00% | 3.40% | 3.47% | 0.82% | 1.72% | 3.51% | 0.00% | 1.13% | 4.18% | 0.77% |
IGM iShares Expanded Tech Sector ETF | 0.17% | 0.17% | 0.22% | 0.33% | 0.66% | 0.16% | 0.32% | 0.50% | 0.57% | 0.57% | 0.90% | 0.79% |
Drawdowns
IVT vs. IGM - Drawdown Comparison
The maximum IVT drawdown since its inception was -100.00%, which is greater than IGM's maximum drawdown of -65.59%. Use the drawdown chart below to compare losses from any high point for IVT and IGM.
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Drawdown Indicators
| IVT | IGM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -100.00% | -65.59% | -34.41% |
Max Drawdown (1Y)Largest decline over 1 year | -12.65% | -16.44% | +3.79% |
Max Drawdown (5Y)Largest decline over 5 years | -74.53% | -40.68% | -33.85% |
Max Drawdown (10Y)Largest decline over 10 years | -99.99% | -40.68% | -59.31% |
Current DrawdownCurrent decline from peak | -3.34% | -11.29% | +7.95% |
Average DrawdownAverage peak-to-trough decline | -41.75% | -15.32% | -26.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.35% | 4.89% | +0.46% |
Volatility
IVT vs. IGM - Volatility Comparison
The current volatility for Inventrust Properties Corp (IVT) is 4.23%, while iShares Expanded Tech Sector ETF (IGM) has a volatility of 8.38%. This indicates that IVT 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.
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Volatility by Period
| IVT | IGM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 8.38% | -4.15% |
Volatility (6M)Calculated over the trailing 6-month period | 10.88% | 16.35% | -5.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.12% | 26.72% | -7.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 424.08% | 25.55% | +398.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 297,860.16% | 24.41% | +297,835.75% |