IGMiShares Expanded Tech Sector ETF

Grow my money25y track recordRanked #237 of 2,960 in this goal

By iShares · Launched 2001

Annual Cost

0.39%

#1,958 of 5,562 · average

Fund Size

$11.0B

#250 of 5,562 · large

Return (1Y)Goal

+48.7%

Track Record

25 years

#127 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$14,450+44.5%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Index tracking

Sector

Information technology

Index tracked

S&P North American Expanded Technology Sector Index

What it actually holds

By weight

Concentration

Top 10 holdings = 54.3% of fundmoderately concentrated

NVIDIA Corp.

8.9%

Microsoft Corp.

8.9%

Apple, Inc.

8.6%

Broadcom, Inc.

7.4%

Alphabet, Inc.

4.8%

Meta Platforms, Inc.

4.7%

Alphabet, Inc.

3.8%

Palantir Technologies, Inc.

2.5%

Netflix, Inc.

2.4%

Advanced Micro Devices, Inc.

2.1%

Asset allocation

Stocks

99.8%

Cash

0.1%

By sector

Technology

85.0%

Communication

14.5%

Financial Services

0.3%

Industrials

0.1%

Consumer Cyclical

0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

22.3%High

Year-on-year price swings

Max drawdown

-40.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.25Strong risk-adjusted returns

Sortino (3Y)

1.83Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Strategy: Tracks the S&P North American Expanded Technology Sector Index, measuring performance of U.S.-traded stocks from the technology sector and select technology-related companies from communication services and consumer discretionary sectors in the U.S. and Canada. The Fund invests at least 80% of its assets in the component securities of the Underlying Index and may use representative sampling indexing strategy.
Inception date: March 13, 2001
Fund family: iShares