IGM vs IVV
iShares Expanded Tech Sector ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IGM delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IGM | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.03% | |
| AUM | $9.9B | $865.2B | |
| Dividend Yield | 0.13% | 1.09% | |
| Holdings | 301 | 508 | |
| YTD Return | +26.00% | +13.80% | |
| 1Y Return | +39.40% | +23.01% | |
| 3Y Return (annualized) | +36.71% | +21.77% | |
| 5Y Return (annualized) | +19.13% | +13.39% | |
| Volatility (annualized) | 22.6% | 15.1% | |
| Max Drawdown | -65.6% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Mar 13, 2001 | May 15, 2000 |
IGM vs IVV Performance
iShares Expanded Tech Sector ETF (IGM) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year IGM returned +39.40% while IVV returned +23.01%. Year to date, IGM is up 26.00% versus a gain of 13.80% for IVV.
Over three years, IGM compounded at +36.71% per year against +21.77% for IVV; over five years the annualized figures are +19.13% and +13.39% respectively. Across the full 25-year window we track, IGM has the edge at +12.21% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IGM has been the more volatile fund, with annualized monthly volatility of 22.6% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -65.6% for IGM and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IGM charges 0.39% per year while IVV charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, IGM currently yields 0.13% against 1.09% for IVV.
Holdings Overlap
IGM and IVV share 80 holdings out of 696 unique holdings combined, representing a 45.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IGM or IVV?
IGM has an expense ratio of 0.39% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
Which performed better, IGM or IVV?
Over the past year IGM returned +39.40% vs +23.01% for IVV, so IGM leads on 1-year performance. Over the longest common window we track (25 years), IGM annualized +12.21% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, IGM or IVV?
IGM has been the more volatile fund at 22.6% annualized versus 15.1% for IVV. Worst drawdown: IGM -65.6% vs IVV -56.5%.
Should I hold both IGM and IVV?
IGM and IVV have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IGM and IVV?
IGM and IVV share 80 common holdings with a 45.3% weight overlap. Combined, they hold 696 unique securities.
Which pays a higher dividend, IGM or IVV?
IGM yields 0.13% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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