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IGM vs XLK

iShares Expanded Tech Sector ETF vs State Street Technology Select Sector SPDR ETF

IGM

iShares Expanded Tech Sector ETF

iShares

Annual cost

0.39%

Fund size

$9.5B

XLK

State Street Technology Select Sector SPDR ETF

State Street Investment Management

Annual cost

0.08%

Fund size

$103.3B

Key differences

  • XLK costs 0.31% less per year.
  • XLK is significantly larger than IGM — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IGM has delivered higher annualized returns.

Side-by-side comparison

IGMXLK
Annual cost (TER)0.39%0.08%
Fund size (AUM)$9.5B$103.3B
Since20011998
Dividend yield0.15%0.48%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+55.0%+58.3%
CAGR 3Y+39.3%+33.6%
CAGR 5Y+21.2%+22.7%
Sharpe 3Y1.381.20
Volatility 1Y20.24%20.54%
Max drawdown-40.68%-33.56%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IGM and XLK