Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
IGM vs VIG: how they differ
IGM and VIG hold 24% of their weight in the same names, and IGM returned more over the year.
iShares Expanded Tech Sector ETF and Vanguard Dividend Appreciation Index Fund.
What they hold in common
By the books each fund has filed, IGM and VIG hold 24% of their money in the same securities at the same weight.
| Holding | IGM | VIG |
|---|---|---|
| Broadcom, Inc. | 7.61% | 5.21% |
| Apple, Inc. | 7.92% | 4.10% |
| Microsoft Corp. | 7.50% | 3.99% |
| Cisco Systems, Inc. | 2.02% | 1.64% |
| Lam Research Corp. | 2.37% | 1.46% |
| Texas Instruments, Inc. | 1.18% | 1.16% |
| Oracle Corp. | 1.08% | 1.24% |
| KLA Corp. | 1.72% | 1.04% |
| International Business Machines Corp. | 1.15% | 0.98% |
| QUALCOMM, Inc. | 0.85% | 0.87% |
| Analog Devices, Inc. | 0.85% | 0.89% |
| Amphenol Corp. | 0.95% | 0.82% |
| Only in IGM | Only in VIG |
|---|---|
| NVIDIA Corp. 7.97% | JPMorgan Chase & Co 3.61% |
| Micron Technology, Inc. 5.47% | Eli Lilly & Co 3.36% |
| Alphabet, Inc. 4.45% | Exxon Mobil Corp 2.92% |
| Meta Platforms, Inc. 4.17% | Walmart Inc 2.62% |
| Advanced Micro Devices, Inc. 4.13% | Johnson & Johnson 2.51% |
| Alphabet, Inc. 3.55% | Visa Inc 2.34% |
| Intel Corp. 2.88% | Costco Wholesale Corp 2.04% |
| Applied Materials, Inc. 2.50% | Caterpillar Inc 1.88% |
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 Apr 30, 2026 and Jun 30, 2026.
| IGM iShares Expanded Tech Sector ETF | VIG Vanguard Dividend Appreciation Index Fund | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | Vanguard |
| What it is | Expanded Tech Sector | Dividend growth |
| Total return, 1 year | +32.7% | +12.4% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +15.2 pts | −5.1 pts |
| Expense ratio | 0.37% | 0.04% |
| Already in the S&P 500 | 92.0% | 95.7% |
| Holdings | 295 | 332 |
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.
VIG in plain words
VIG is an index equity fund tracking the Dividend growth. Over the year to Sep 11, 2026 it returned +12.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.04% a year. By its holdings filed for Apr 30, 2026, 96% of the fund by weight is stocks the S&P 500 also holds, across 332 positions, with the top ten at 32.7%.
Questions people ask
- Which returned more over the last year, IGM or VIG?
- In the year to Sep 12, 2026, with distributions reinvested, IGM returned +32.7% and VIG returned +12.4%, so IGM returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IGM or VIG?
- IGM charges 0.37% a year and VIG charges 0.04%, so VIG is cheaper. Fees come from each fund's prospectus.
- How much do IGM and VIG overlap with the S&P 500?
- By their latest filed holdings, 92% of IGM and 96% of VIG by weight is stocks the S&P 500 already holds. Between the two funds, 24% 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 VIG, data as of Sep 12, 2026. https://etfiq.com/compare/any/IGM-VIG Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources