Data as of Oct 28, 2026.

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IGM vs IWB: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IGM returned +21.7% to IWB's +13.1%; 44% of their weight is in the same names.

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Net assets: $11.0bn on Oct 27, 2026 for iShares Expanded Tech Sector ETF, and $49.1bn on Oct 28, 2026 for iShares Russell 1000 ETF.

At a glance
+21.7%
IGM total return, 1 year
+13.1%
IWB total return, 1 year
0.37%
IGM expense ratio
0.15%
IWB expense ratio

Pair scorecard

IWB costs 0.22 points a year less; their one-year returns differ by 8.6 points; IWB is 4.5 times larger.

IGM vs IWB: Differences, Returns & Fees
MeasureIGMIWB
Return
Total return, 1 year+21.7%+13.1%
Drawdown
Below its high6.2%, high on Oct 6, 2026
Benchmark
What it tracksS&P North American Expanded Technology Sector IndexRussell 1000 Index
Cost and size
Expense ratio0.37%0.15%
Net assets, as of Oct 26, 2026$10.9bn$48.7bn
Holdings
Holdings in common44%
Top ten holdings, share of the fund56.8%35.3%

Holdings in common uses holdings dated Oct 27, 2026. Method

Risk and return

Mar 30, 2001 to Oct 23, 2026 · 1,334 weekly returns
IGM IWB
Return
Total return edge IGM +1,968.5% +949.5%
Annualized edge IGM +12.5% +9.6%
Price return edge IGM +1,744.2% +582.9%
Risk
Volatility edge IWB 23.5% 17.6%
Max drawdown edge IWB −62.6% −54.8%
Risk-adjusted
Sharpe edge IGM (slight) 0.55 0.51
Sortino edge IGM (slight) 0.80 0.72
Calmar edge IGM 0.20 0.18
Reading

IGM returned more: +1,968.5% to +949.5%. IWB swung less: 17.6% to 23.5%. IWB fell less at its worst: −54.8% to −62.6%.

Full scorecard

9 measures, with how each is measured
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Risk and return: IGM vs IWB: Differences, Returns & Fees
MeasureIGMIWBEdgeHow it is measured
Return
Total return+1,968.5%+949.5%IGMPrice change plus distributions, reinvested.
Annualized+12.5%+9.6%IGMTotal return as a yearly rate.
Price return+1,744.2%+582.9%IGMPrice change alone, distributions left out.
Risk
Volatility23.5%17.6%IWBSpread of weekly returns, annualized. Lower is steadier.
Downside deviation16.1%12.5%IWBLike volatility, counting only weeks below the Treasury bill rate.
Max drawdown−62.6%−54.8%IWBDeepest fall from a high to the low after it.
Risk-adjusted
Sharpe0.550.51IGM (slight)Return above Treasury bills per unit of volatility.
Sortino0.800.72IGM (slight)Return above Treasury bills per unit of downside deviation.
Calmar0.200.18IGMAnnualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 1,334 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

44%

By the books each fund has filed, IGM and IWB hold 44% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

0 half 100%

half

44% in common

Positions both hold · largest shared weight first IGM IWB
NVIDIA 8.28% 7.15%
APPLE 9.36% 7.06%
MICROSOFT 9.19% 5.56%
ALPHABET CLASS A 4.57% 2.63%
BROADCOM INC 7.07% 2.24%
ALPHABET CLASS C 3.66% 2.12%
META PLATFORMS CLASS A 4.27% 1.92%
MICRON TECHNOLOGY 4.07% 1.47%
ADVANCED MICRO DEVICES 4.16% 1.28%
CISCO SYSTEMS INC 2.00% 0.62%
PALANTIR TECHNOLOGIES CLASS A 2.08% 0.62%
INTEL CORPORATION 2.12% 0.60%
Only in one fund ↓
Only in IGM
SHOPIFY SUBORDINATE VOTING CLASS A 0.91%
SEAGATE TECHNOLOGY HOLDINGS PLC 0.69%
TE CONNECTIVITY PLC 0.30%
NXP SEMICONDUCTORS NV 0.29%
CELESTICA 0.16%
CGI INC CLASS A 0.07%
DESCARTES SYSTEMS GROUP 0.04%
INTERDIGITAL INC 0.04%
Only in IWB
AMAZON.COM INC 3.46%
TESLA INC 1.68%
ELI LILLY 1.44%
BERKSHIRE HATHAWAY INC CLASS B 1.42%
JPMORGAN CHASE & CO 1.26%
EXXONMOBIL HOLDINGS CORP 1.04%
VISA CLASS A 0.96%
JOHNSON & JOHNSON 0.91%
Check overlap with more funds →

Side by side

IGM iShares Expanded Tech Sector ETF IWB iShares Russell 1000 ETF
Where it sits Stock ETF Stock ETF
What it is Tracks an index of Expanded Tech Sector Tracks the Russell 1000
Total return, 1 year +21.7% +13.1%
Its benchmark over the same days not measured +13.2% (VONE)
Gap to its benchmark not measured −0.1 pts vs VONE
Expense ratio 0.37% 0.15%
Already in the S&P 500 91.9% 91.7%
Holdings 295 1025
Net assets, IGM as of Oct 27, 2026 and IWB as of Oct 28, 2026 $11.0bn $49.1bn

IGM and IWB on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Client brief · page 1 of 2 Report BR-4744E5E704

IGM and IWB do different jobs. What does each one do in a portfolio?

  1. What each follows. IGM follows S&P North American Expanded Technology Sector Index and IWB follows Russell 1000 Index.
  2. Holdings in common. 44% of the weight is in the same securities (holdings dated Oct 27, 2026).
  3. One-year total return. Over 1 year to Oct 28, 2026 IGM returned +21.7% and IWB +13.1% with distributions reinvested, a gap of 8.6 points.

Data as of Oct 28, 2026.

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About each fund
IGM

IGM tracks an index of Expanded Tech Sector. Over the year to Oct 28, 2026 it returned +21.7% with distributions reinvested. The prospectus expense ratio is 0.37% a year. By its holdings published by its issuer for Oct 27, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 295 positions, with the top ten at 56.8%. It sat 6.2% below its high of Oct 6, 2026 on Oct 28, 2026.

IWB

IWB tracks the Russell 1000. Over the year to Oct 28, 2026 it returned +13.1% with distributions reinvested, against +13.2% for its benchmark, the Russell 1000 Index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 27, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1,025 positions, with the top ten at 35.3%.

Questions people ask

Which returned more over the last year, IGM or IWB?
In the year to Oct 28, 2026, with distributions reinvested, IGM returned +21.7% and IWB +13.1%.
Which is cheaper, IGM or IWB?
IWB is cheaper, by 0.22 percentage points a year. That is about $22 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IGM and IWB overlap with the S&P 500?
By their latest filed holdings, 92% of IGM and 92% of IWB by weight is stocks the S&P 500 already holds.
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ETFIQ, IGM against IWB, data as of Oct 28, 2026. https://etfiq.com/compare/any/igm-vs-iwb

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