Which returned more over the last year, IGM or RSP?

In the year to Oct 28, 2026, with distributions reinvested, IGM returned +21.7% and RSP +16.0%.

Which is cheaper, IGM or RSP?

RSP is cheaper, by 0.17 percentage points a year. That is about $17 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do IGM and RSP overlap with the S&P 500?

By their latest filed holdings, 92% of IGM and 100% of RSP by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IGM vs RSP: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IGM returned +21.7% to RSP's +16.0%; 14% of their weight is in the same names.

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Net assets on Oct 27, 2026: $11.0bn for iShares Expanded Tech Sector ETF and $99.8bn for Invesco S&P 500 Equal Weight ETF.

IGM on its own →RSP on its own →

At a glance

+21.7%

IGM total return, 1 year

+16.0%

RSP total return, 1 year

0.37%

IGM expense ratio

0.20%

RSP expense ratio

Pair scorecard

RSP costs 0.17 points a year less; their one-year returns differ by 5.7 points; RSP is 9.1 times larger.

IGM vs RSP: Differences, Returns & Fees
Measure	IGM	RSP
Return
Measure	IGM	RSP
Total return, 1 year	+21.7%	+16.0%
Drawdown
Measure	IGM	RSP
Below its high	6.2%, high on Oct 6, 2026
Benchmark
Measure	IGM	RSP
What it tracks	S&P North American Expanded Technology Sector Index	S&P 500 Equal Weight Index
Cost and size
Measure	IGM	RSP
Expense ratio	0.37%	0.20%
Net assets, as of Oct 27, 2026	$11.0bn	$99.8bn
Holdings
Measure	IGM	RSP
Holdings in common	14%
Top ten holdings, share of the fund	56.8%	2.7%

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

Risk and return

May 9, 2003 to Oct 23, 2026 · 1,224 weekly returns

IGM RSP

Return

Total return edge IGM +2,975.1% +1,085.5%

Annualized edge IGM +15.7% +11.1%

Price return edge IGM +2,641.6% +726.1%

Risk

Volatility edge RSP 21.3% 18.8%

Max drawdown edge IGM −52.5% −59.6%

Risk-adjusted

Sharpe edge IGM 0.71 0.56

Sortino edge IGM 1.05 0.80

Calmar edge IGM 0.30 0.19

Reading

IGM returned more: +2,975.1% to +1,085.5%. RSP swung less: 18.8% to 21.3%. IGM fell less at its worst: −52.5% to −59.6%.

Full scorecard

9 measures, with how each is measured Open ↓

Risk and return: IGM vs RSP: Differences, Returns & Fees
Measure	IGM	RSP	Edge	How it is measured
Return
Total return	+2,975.1%	+1,085.5%	IGM	Price change plus distributions, reinvested.
Annualized	+15.7%	+11.1%	IGM	Total return as a yearly rate.
Price return	+2,641.6%	+726.1%	IGM	Price change alone, distributions left out.
Risk
Volatility	21.3%	18.8%	RSP	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	14.4%	13.2%	RSP (slight)	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−52.5%	−59.6%	IGM	Deepest fall from a high to the low after it.
Risk-adjusted
Sharpe	0.71	0.56	IGM	Return above Treasury bills per unit of volatility.
Sortino	1.05	0.80	IGM	Return above Treasury bills per unit of downside deviation.
Calmar	0.30	0.19	IGM	Annualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 1,224 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

14%

By the books each fund has filed, IGM and RSP hold 14% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

14% in common

Positions both hold · largest shared weight first IGM RSP

ACCENTURE PLC CLASS A 0.65% 0.27%

CROWDSTRIKE HOLDINGS CLASS A 1.24% 0.25%

DATADOG INC CLASS A 0.43% 0.24%

CADENCE DESIGN SYSTEMS 0.43% 0.24%

SYNOPSYS 0.41% 0.24%

PALO ALTO NETWORKS 1.49% 0.24%

SERVICENOW 0.73% 0.23%

TEXAS INSTRUMENT 1.28% 0.23%

FORTINET 0.52% 0.23%

PALANTIR TECHNOLOGIES CLASS A 2.08% 0.23%

AUTODESK 0.23% 0.23%

ANALOG DEVICES 0.94% 0.23%

Only in one fund ↓

Only in IGM

SHOPIFY SUBORDINATE VOTING CLASS A 0.91%

SNOWFLAKE 0.53%

CLOUDFLARE CLASS A 0.48%

STRATEGY INC CLASS A 0.23%

ASTERA LABS 0.20%

OKTA CLASS A 0.17%

ROBLOX CLASS A 0.17%

ATLASSIAN CORP CLASS A 0.16%

Only in RSP

Moderna Inc 0.30%

Illumina Inc 0.27%

Hasbro Inc 0.26%

Mettler-Toledo International Inc 0.26%

Revvity Inc 0.26%

Charles River Laboratories International Inc 0.25%

Intuitive Surgical Inc 0.25%

Agilent Technologies Inc 0.24%

Check overlap with more funds →

Side by side

IGM iShares Expanded Tech Sector ETF RSP Invesco S&P 500 Equal Weight ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Invesco

What it is Tracks an index of Expanded Tech Sector Tracks the S&P 500 equal weight

Total return, 1 year +21.7% +16.0%

Its benchmark over the same days not measured +13.7% (IVV)

Gap to its benchmark not measured +2.3 pts vs IVV

Expense ratio 0.37% 0.20%

Already in the S&P 500 91.9% 99.8%

Holdings 295 508

Net assets, as of Oct 27, 2026 $11.0bn $99.8bn

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

Client brief · page 1 of 2 Report BR-E6290E9192

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

What each follows. IGM follows S&P North American Expanded Technology Sector Index and RSP follows S&P 500 Equal Weight Index.
Holdings in common. 14% of the weight is in the same securities (holdings dated Oct 27, 2026).
One-year total return. Over 1 year to Oct 28, 2026 IGM returned +21.7% and RSP +16.0% with distributions reinvested, a gap of 5.7 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.

RSP

RSP tracks the S&P 500 equal weight. Over the year to Oct 28, 2026 it returned +16.0% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.20% a year. By its holdings published by its issuer for Oct 27, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 508 positions, with the top ten at 2.7%.

Questions people ask

Which returned more over the last year, IGM or RSP?: In the year to Oct 28, 2026, with distributions reinvested, IGM returned +21.7% and RSP +16.0%.
Which is cheaper, IGM or RSP?: RSP is cheaper, by 0.17 percentage points a year. That is about $17 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IGM and RSP overlap with the S&P 500?: By their latest filed holdings, 92% of IGM and 100% of RSP by weight is stocks the S&P 500 already holds.

Other comparisons

IGM vs NOBL IGM vs VOE IGM vs SDY DVY vs IGM RSP vs RSPT RSP vs VGT IYW vs RSP RSP vs XLK

Where to next

IGM on its own →RSP on its own →Hold both: look the portfolio through →Rankings →IGM dividend history →IGM holdings →RSP dividend history →RSP holdings →Standards and sources →

Sources and dates

IGM filings on SEC EDGAR ↗

IGM prospectus with the expense ratio (SEC) ↗

iShares page for IGM ↗

RSP filings on SEC EDGAR ↗

RSP prospectus with the expense ratio (SEC) ↗

Invesco website ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, IGM against RSP, data as of Oct 28, 2026. https://etfiq.com/compare/any/igm-vs-rsp

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.