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QTEC vs IGM

First Trust NASDAQ-100-Technology Sector Index Fund vs iShares Expanded Tech Sector ETF

QTEC

First Trust NASDAQ-100-Technology Sector Index Fund

First Trust

Annual cost

0.55%

Fund size

$3.1B

IGM

iShares Expanded Tech Sector ETF

iShares

Annual cost

0.39%

Fund size

$9.5B

Key differences

  • IGM costs 0.16% less per year.
  • IGM is significantly larger than QTEC — larger funds tend to be more liquid and less likely to close.
  • 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

QTECIGM
Annual cost (TER)0.55%0.39%
Fund size (AUM)$3.1B$9.5B
Since20062001
Dividend yield0.00%0.15%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+57.1%+55.0%
CAGR 3Y+33.3%+39.3%
CAGR 5Y+16.9%+21.2%
Sharpe 3Y1.101.38
Volatility 1Y22.59%20.24%
Max drawdown-45.54%-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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