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SPTE vs IGM

SP Funds S&P Global Technology ETF vs iShares Expanded Tech Sector ETF

SPTE

SP Funds S&P Global Technology ETF

SP Funds

Annual cost

0.55%

Fund size

$141M

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 SPTE — larger funds tend to be 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

SPTEIGM
Annual cost (TER)0.55%0.39%
Fund size (AUM)$141M$9.5B
Since20232001
Dividend yield0.81%0.15%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+64.9%+55.0%
CAGR 3YN/A+39.3%
CAGR 5YN/A+21.2%
Sharpe 3YN/A1.38
Volatility 1Y21.84%20.24%
Max drawdown-25.54%-40.68%

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

Similar to SPTE and IGM