Data as of Oct 28, 2026.

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IGM vs RSPT: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IGM returned +21.7% to RSPT's +43.9%; 40% 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 $6.2bn for Invesco S&P 500 Equal Weight Technology ETF.

At a glance
+21.7%
IGM total return, 1 year
+43.9%
RSPT total return, 1 year
0.37%
IGM expense ratio
0.40%
RSPT expense ratio

Pair scorecard

IGM costs 0.03 points a year less; their one-year returns differ by 22.2 points; IGM is 1.8 times larger.

IGM vs RSPT: Differences, Returns & Fees
MeasureIGMRSPT
Return
Total return, 1 year+21.7%+43.9%
Drawdown
Below its high6.2%, high on Oct 6, 20264.1%, high on Oct 6, 2026
Benchmark
What it tracksS&P North American Expanded Technology Sector IndexS&P 500 Equal Weight Information Technology Index
Cost and size
Expense ratio0.37%0.40%
Net assets, as of Oct 27, 2026$11.0bn$6.2bn
Holdings
Holdings in common40%
Top ten holdings, share of the fund56.8%16.7%

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

Risk and return

Nov 17, 2006 to Oct 23, 2026 · 1,040 weekly returns
IGM RSPT
Return
Total return edge IGM +1,915.9% +1,377.6%
Annualized edge IGM +16.2% +14.4%
Price return edge IGM +1,714.4% +1,174.9%
Risk
Volatility edge IGM (slight) 21.7% 22.4%
Max drawdown edge IGM −52.5% −58.4%
Risk-adjusted
Sharpe edge IGM 0.73 0.64
Sortino edge IGM 1.07 0.93
Calmar edge IGM 0.31 0.25
Reading

IGM returned more: +1,915.9% to +1,377.6%. IGM swung slightly less: 21.7% to 22.4%. IGM fell less at its worst: −52.5% to −58.4%.

Full scorecard

9 measures, with how each is measured
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Risk and return: IGM vs RSPT: Differences, Returns & Fees
MeasureIGMRSPTEdgeHow it is measured
Return
Total return+1,915.9%+1,377.6%IGMPrice change plus distributions, reinvested.
Annualized+16.2%+14.4%IGMTotal return as a yearly rate.
Price return+1,714.4%+1,174.9%IGMPrice change alone, distributions left out.
Risk
Volatility21.7%22.4%IGM (slight)Spread of weekly returns, annualized. Lower is steadier.
Downside deviation14.7%15.5%IGM (slight)Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown−52.5%−58.4%IGMDeepest fall from a high to the low after it.
Risk-adjusted
Sharpe0.730.64IGMReturn above Treasury bills per unit of volatility.
Sortino1.070.93IGMReturn above Treasury bills per unit of downside deviation.
Calmar0.310.25IGMAnnualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 1,040 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

40%

By the books each fund has filed, IGM and RSPT hold 40% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

0 half 100%

half

40% in common

Positions both hold · largest shared weight first IGM RSPT
PALANTIR TECHNOLOGIES CLASS A 2.08% 1.51%
PALO ALTO NETWORKS 1.49% 1.55%
APPLE 9.36% 1.42%
MICROSOFT 9.19% 1.39%
ADVANCED MICRO DEVICES 4.16% 1.39%
CISCO SYSTEMS INC 2.00% 1.31%
TEXAS INSTRUMENT 1.28% 1.52%
NVIDIA 8.28% 1.26%
CROWDSTRIKE HOLDINGS CLASS A 1.24% 1.67%
BROADCOM INC 7.07% 1.21%
MICRON TECHNOLOGY 4.07% 1.17%
INTEL CORPORATION 2.12% 1.14%
Only in one fund ↓
Only in IGM
ALPHABET CLASS A 4.57%
META PLATFORMS CLASS A 4.27%
ALPHABET CLASS C 3.66%
NETFLIX 1.18%
SHOPIFY SUBORDINATE VOTING CLASS A 0.91%
SNOWFLAKE 0.53%
CLOUDFLARE CLASS A 0.48%
APPLOVIN CLASS A 0.32%
Only in RSPT
Invesco Government & Agency Portfolio 0.02%
SECURITIES LENDING - BNYM 0.00%
Check overlap with more funds →

Side by side

IGM iShares Expanded Tech Sector ETF RSPT Invesco S&P 500 Equal Weight Technology ETF
Where it sits Stock ETF Stock ETF
What it is Tracks an index of Expanded Tech Sector Tracks an index
Total return, 1 year +21.7% +43.9%
Its benchmark over the same days not measured +13.7% (IVV)
Gap to its benchmark not measured +30.2 pts vs IVV
Expense ratio 0.37% 0.40%
Already in the S&P 500 91.9% 99.8%
Holdings 295 77
Net assets, as of Oct 27, 2026 $11.0bn $6.2bn

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

Client brief · page 1 of 2 Report BR-31D35A2784

IGM and RSPT are built for the same job. How do they differ in cost, holdings and results?

  1. What each follows. IGM follows S&P North American Expanded Technology Sector Index and RSPT follows S&P 500 Equal Weight Information Technology Index.
  2. Holdings in common. 40% 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 RSPT +43.9% with distributions reinvested, a gap of 22.2 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.

RSPT

RSPT tracks an index. Over the year to Oct 28, 2026 it returned +43.9% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.40% 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 77 positions, with the top ten at 16.7%. It sat 4.1% below its high of Oct 6, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, IGM or RSPT?
In the year to Oct 28, 2026, with distributions reinvested, IGM returned +21.7% and RSPT +43.9%.
Which is cheaper, IGM or RSPT?
IGM is cheaper, by 0.03 percentage points a year. That is about $3 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IGM and RSPT overlap with the S&P 500?
By their latest filed holdings, 92% of IGM and 100% of RSPT by weight is stocks the S&P 500 already holds.
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ETFIQ, IGM against RSPT, data as of Oct 28, 2026. https://etfiq.com/compare/any/igm-vs-rspt

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