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MARS vs IGM

Roundhill Space & Technology ETF vs iShares Expanded Tech Sector ETF

MARS

Roundhill Space & Technology ETF

Annual cost

0.75%

Fund size

$101M

IGM

iShares Expanded Tech Sector ETF

Annual cost

0.39%

Fund size

$11.0B

Key differences

Both MARS and IGM are equity ETFs. MARS charges 0.75% a year and IGM 0.39%. The main difference: MARS follows a active selection strategy; IGM uses index tracking.

  • MARS follows a active selection strategy; IGM uses index tracking.
  • IGM costs 0.36% less per year.
  • IGM is much larger than MARS. Larger funds are usually more liquid and less likely to close.
  • IGM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MARSIGM
Annual cost (TER)0.75%0.39%
Fund size (AUM)$101M$11.0B
Since20262001
Dividend yield0.13%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+48.9%
CAGR 3YN/A+36.5%
CAGR 5YN/A+20.3%
Sharpe 3YN/A1.28
Volatility 1Y21.46%
Max drawdown-24.52%-40.68%

Similar to MARS and IGM