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LRNZ vs IGM

TrueShares Technology, AI and Deep Learning ETF vs iShares Expanded Tech Sector ETF

LRNZ

TrueShares Technology, AI and Deep Learning ETF

TrueShares

Annual cost

0.69%

Fund size

$31M

IGM

iShares Expanded Tech Sector ETF

iShares

Annual cost

0.39%

Fund size

$9.5B

Key differences

  • IGM costs 0.30% less per year.
  • IGM is significantly larger than LRNZ — larger funds tend to be more liquid and less likely to close.
  • LRNZ follows a active selection strategy; IGM uses index tracking.
  • Over the last 3 years, IGM has delivered higher annualized returns.
  • IGM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LRNZIGM
Annual cost (TER)0.69%0.39%
Fund size (AUM)$31M$9.5B
Since20202001
Dividend yield0.00%0.15%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+35.9%+55.0%
CAGR 3Y+24.9%+39.3%
CAGR 5Y+7.3%+21.2%
Sharpe 3Y0.771.38
Volatility 1Y27.41%20.24%
Max drawdown-61.33%-40.68%

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

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