ROK vs. IGV

Last updated Apr 1, 2026

Compare and contrast key facts about Rockwell Automation, Inc. (ROK) and iShares Expanded Tech-Software Sector ET (IGV).

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.

Performance

ROK vs. IGV - Performance Comparison

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

ROK vs. IGV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ROK Rockwell Automation, Inc.	-7.44%	38.36%	-6.23%	22.63%	-24.78%	41.21%	26.17%	37.85%	-21.79%	48.87%
IGV iShares Expanded Tech-Software Sector ET	-24.26%	5.56%	23.41%	58.56%	-35.65%	12.30%	52.86%	34.33%	12.44%	42.16%

Returns By Period

In the year-to-date period, ROK achieves a -7.44% return, which is significantly higher than IGV's -24.26% return. Both investments have delivered pretty close results over the past 10 years, with ROK having a 14.34% annualized return and IGV not far ahead at 14.82%.

ROK

• 1D: 2.98%
• 1M: -11.92%
• YTD: -7.44%
• 6M: 3.41%
• 1Y: 41.03%
• 3Y*: 8.79%
• 5Y*: 8.20%
• 10Y*: 14.34%

IGV

• 1D: 3.13%
• 1M: -1.86%
• YTD: -24.26%
• 6M: -30.40%
• 1Y: -10.05%
• 3Y*: 9.52%
• 5Y*: 2.75%
• 10Y*: 14.82%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

ROK vs. IGV — Risk / Return Rank

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

ROK

ROK Risk / Return Rank: 80
ROK Sharpe Ratio Rank: 81
ROK Sortino Ratio Rank: 77
ROK Omega Ratio Rank: 77
ROK Calmar Ratio Rank: 80
ROK Martin Ratio Rank: 83

IGV

IGV Risk / Return Rank: 6
IGV Sharpe Ratio Rank: 6
IGV Sortino Ratio Rank: 6
IGV Omega Ratio Rank: 6
IGV Calmar Ratio Rank: 7
IGV Martin Ratio Rank: 6

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.

ROK vs. IGV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rockwell Automation, Inc. (ROK) and iShares Expanded Tech-Software Sector ET (IGV). 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.

	ROK	IGV	Difference
Sharpe ratio Return per unit of total volatility	1.29	-0.35	+1.64
Sortino ratio Return per unit of downside risk	1.92	-0.32	+2.24
Omega ratio Gain probability vs. loss probability	1.26	0.96	+0.30
Calmar ratio Return relative to maximum drawdown	2.18	-0.31	+2.50
Martin ratio Return relative to average drawdown	6.79	-0.81	+7.59
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ROK vs. IGV - Sharpe Ratio Comparison

The current ROK Sharpe Ratio is 1.29, which is higher than the IGV Sharpe Ratio of -0.35. The chart below compares the historical Sharpe Ratios of ROK and IGV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	ROK	IGV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.29	-0.35	+1.64
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.27	0.10	+0.16
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.46	0.57	-0.11
Sharpe Ratio (All Time) Calculated using the full available price history	0.41	0.33	+0.07

Correlation

The correlation between ROK and IGV is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

ROK vs. IGV - Dividend Comparison

ROK's dividend yield for the trailing twelve months is around 1.50%, while IGV has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ROK Rockwell Automation, Inc.	1.50%	1.36%	1.77%	1.54%	1.76%	1.24%	1.65%	1.94%	2.42%	1.59%	2.18%	2.61%
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%

Drawdowns

ROK vs. IGV - Drawdown Comparison

The maximum ROK drawdown since its inception was -75.83%, which is greater than IGV's maximum drawdown of -63.45%. Use the drawdown chart below to compare losses from any high point for ROK and IGV.

Drawdown Indicators

	ROK	IGV	Difference
Max Drawdown Largest peak-to-trough decline	-75.83%	-63.45%	-12.38%
Max Drawdown (1Y) Largest decline over 1 year	-18.73%	-34.72%	+15.99%
Max Drawdown (5Y) Largest decline over 5 years	-45.09%	-45.85%	+0.76%
Max Drawdown (10Y) Largest decline over 10 years	-45.09%	-45.85%	+0.76%
Current Drawdown Current decline from peak	-16.31%	-32.04%	+15.73%
Average Drawdown Average peak-to-trough decline	-14.93%	-14.37%	-0.56%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.03%	13.51%	-7.48%

Volatility

ROK vs. IGV - Volatility Comparison

The current volatility for Rockwell Automation, Inc. (ROK) is 8.15%, while iShares Expanded Tech-Software Sector ET (IGV) has a volatility of 8.65%. This indicates that ROK experiences smaller price fluctuations and is considered to be less risky than IGV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ROK	IGV	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.15%	8.65%	-0.50%
Volatility (6M) Calculated over the trailing 6-month period	20.23%	19.69%	+0.54%
Volatility (1Y) Calculated over the trailing 1-year period	32.05%	28.43%	+3.62%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	31.10%	27.10%	+4.00%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	31.10%	25.89%	+5.21%