Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
IGM vs SDY: how they differ
IGM and SDY hold 5% of their weight in the same names, and IGM returned more over the year.
iShares Expanded Tech Sector ETF and State Street(R) SPDR(R) S&P(R) Dividend ETF.
What they hold in common
By the books each fund has filed, IGM and SDY hold 5% of their money in the same securities at the same weight.
| Holding | IGM | SDY |
|---|---|---|
| Texas Instruments, Inc. | 1.18% | 1.56% |
| International Business Machines Corp. | 1.15% | 1.27% |
| QUALCOMM, Inc. | 0.85% | 1.57% |
| Analog Devices, Inc. | 0.85% | 0.61% |
| Microsoft Corp. | 7.50% | 0.36% |
| Microchip Technology, Inc. | 0.22% | 1.32% |
| Roper Technologies, Inc. | 0.15% | 0.40% |
| Badger Meter, Inc. | 0.02% | 0.27% |
| Only in IGM | Only in SDY |
|---|---|
| NVIDIA Corp. 7.97% | Verizon Communications Inc 2.15% |
| Apple, Inc. 7.92% | Realty Income Corp 2.14% |
| Broadcom, Inc. 7.61% | Kenvue Inc 1.76% |
| Micron Technology, Inc. 5.47% | Kimberly-Clark Corp 1.75% |
| Alphabet, Inc. 4.45% | AbbVie Inc 1.63% |
| Meta Platforms, Inc. 4.17% | Target Corp 1.55% |
| Advanced Micro Devices, Inc. 4.13% | Automatic Data Processing Inc 1.54% |
| Alphabet, Inc. 3.55% | Edison International 1.45% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026.
| IGM iShares Expanded Tech Sector ETF | SDY State Street(R) SPDR(R) S&P(R) Dividend ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | State Street |
| What it is | Expanded Tech Sector | SPDR S&P Dividend |
| Total return, 1 year | +32.7% | +11.0% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +15.2 pts | −6.5 pts |
| Expense ratio | 0.37% | 0.35% |
| Already in the S&P 500 | 92.0% | 84.6% |
| Holdings | 295 | 155 |
IGM in plain words
IGM is an index equity fund tracking the Expanded Tech Sector. Over the year to Sep 11, 2026 it returned +32.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.37% a year. By its holdings filed for Jun 30, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 295 positions, with the top ten at 55.7%. It sat 5.1% below its high of Jun 2, 2026 on Sep 11, 2026.
SDY in plain words
SDY is an index equity fund tracking the SPDR S&P Dividend. Over the year to Sep 11, 2026 it returned +11.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.35% a year. By its holdings filed for Jun 30, 2026, 85% of the fund by weight is stocks the S&P 500 also holds, across 155 positions, with the top ten at 17.1%. It sat 3.9% below its high of Aug 24, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, IGM or SDY?
- In the year to Sep 12, 2026, with distributions reinvested, IGM returned +32.7% and SDY returned +11.0%, so IGM returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IGM or SDY?
- IGM charges 0.37% a year and SDY charges 0.35%, so SDY is cheaper. Fees come from each fund's prospectus.
- How much do IGM and SDY overlap with the S&P 500?
- By their latest filed holdings, 92% of IGM and 85% of SDY by weight is stocks the S&P 500 already holds. Between the two funds, 5% of their books are the same securities at the same weight.
Other comparisons
Where to next
Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, IGM against SDY, data as of Sep 12, 2026. https://etfiq.com/compare/any/IGM-SDY Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources