IGMiShares Expanded Tech Sector ETF

Grow my money25y track recordRanked #237 of 3,051 in this goal

Tracks the investment results of the S&P North American Expanded Technology Sector Index.

By iShares · Launched 2001

Annual Cost

0.37%

#1,868 of 6,035 · low cost

Fund Size

$10.7B

#281 of 6,035 · large

Return (1Y)

+30.7%

Track Record

25 years

#127 of 6,035 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,189+21.9%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Index tracking

Index tracked

S&P North American Expanded Technology Sector Index

Holdings

By weight

Concentration

Top 10 holdings = 53.5% of fundmoderately concentrated

Apple, Inc.

8.8%

NVIDIA Corp.

8.4%

Microsoft Corp.

8.2%

Broadcom, Inc.

8.2%

Alphabet, Inc.

4.7%

Meta Platforms, Inc.

4.2%

Alphabet, Inc.

3.7%

Netflix, Inc.

2.7%

Micron Technology, Inc.

2.5%

Palantir Technologies, Inc.

2.2%

Asset allocation

Stocks

99.9%

Cash

0.1%

By sector

Technology

85.2%

Communication

14.5%

Financial Services

0.2%

Industrials

0.1%

Consumer Cyclical

0.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

24.8%High

Year-on-year price swings

Max drawdown

-40.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.16Strong risk-adjusted returns

Sortino (3Y)

1.71Good downside protection

Listing

Exchange: NYSE Arca

Full fund details

Objective: Tracks the investment results of the S&P North American Expanded Technology Sector Index.
Strategy: Invests primarily in North American equities in the technology sector and select equities from communication services and consumer discretionary sectors. Uses a representative sampling indexing strategy to manage the Fund, aiming to keep portfolio turnover low and achieve lower costs.
Inception date: March 13, 2001
Fund family: iShares