Data as of Oct 28, 2026.

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IGM vs SCHB: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IGM returned +21.7% to SCHB's +13.4%; 42% 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 $44.6bn on Aug 31, 2026 for Schwab U.S. Broad Market ETF.

At a glance
+21.7%
IGM total return, 1 year
+13.4%
SCHB total return, 1 year
0.37%
IGM expense ratio
0.03%
SCHB expense ratio

Pair scorecard

SCHB costs 0.34 points a year less; their one-year returns differ by 8.3 points.

IGM vs SCHB: Differences, Returns & Fees
MeasureIGMSCHB
Return
Total return, 1 year+21.7%+13.4%
Drawdown
Below its high6.2%, high on Oct 6, 2026
Benchmark
What it tracksS&P North American Expanded Technology Sector IndexDow Jones U.S. Broad Stock Market Index
Cost and size
Expense ratio0.37%0.03%
Net assets, IGM as of Oct 27, 2026 and SCHB as of Aug 31, 2026$11.0bn$44.6bn
Holdings
Holdings in common42%
Top ten holdings, share of the fund56.8%33.7%

Holdings in common uses holdings dated Aug 31, 2026 and Oct 27, 2026. Method

What they share

42%

By the books each fund has filed, IGM and SCHB hold 42% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Oct 27, 2026.

0 half 100%

half

42% in common

Positions both hold · largest shared weight first IGM SCHB
NVIDIA 8.28% 7.20%
APPLE 9.36% 6.27%
MICROSOFT 9.19% 5.08%
ALPHABET CLASS A 4.57% 2.68%
BROADCOM INC 7.07% 2.36%
ALPHABET CLASS C 3.66% 2.13%
META PLATFORMS CLASS A 4.27% 1.69%
MICRON TECHNOLOGY 4.07% 1.46%
ADVANCED MICRO DEVICES 4.16% 1.03%
INTEL CORPORATION 2.12% 0.59%
CISCO SYSTEMS INC 2.00% 0.59%
PALANTIR TECHNOLOGIES CLASS A 2.08% 0.58%
Only in one fund ↓
Only in IGM
APPLIED MATERIAL INC 1.43%
TEXAS INSTRUMENT 1.28%
SHOPIFY SUBORDINATE VOTING CLASS A 0.91%
CELESTICA 0.16%
COGNIZANT TECHNOLOGY SOLUTIONS CLA 0.14%
CDW 0.09%
CGI INC CLASS A 0.07%
DESCARTES SYSTEMS GROUP 0.04%
Only in SCHB
Amazon.com Inc 3.42%
Tesla Inc 1.40%
JPMorgan Chase & Co 1.28%
Berkshire Hathaway Inc 1.25%
Eli Lilly & Co 1.23%
ExxonMobil Holdings Corp 0.90%
Johnson & Johnson 0.86%
Visa Inc 0.85%
Check overlap with more funds →

Side by side

IGM iShares Expanded Tech Sector ETF SCHB Schwab U.S. Broad Market ETF
Where it sits Stock ETF Stock ETF
What it is Tracks an index of Expanded Tech Sector Tracks an index of US broad market
Total return, 1 year +21.7% +13.4%
Expense ratio 0.37% 0.03%
Already in the S&P 500 91.9% 88.0%
Holdings 295 2372
Net assets, IGM as of Oct 27, 2026 and SCHB as of Aug 31, 2026 $11.0bn $44.6bn

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

Client brief · page 1 of 2 Report BR-82DE892CD2

IGM and SCHB 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 SCHB follows Dow Jones U.S. Broad Stock Market Index.
  2. Holdings in common. 42% of the weight is in the same securities (holdings dated Oct 27, 2026 and Aug 31, 2026).
  3. One-year total return. Over 1 year to Oct 28, 2026 IGM returned +21.7% and SCHB +13.4% with distributions reinvested, a gap of 8.3 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.

SCHB

SCHB tracks an index of US broad market. Over the year to Oct 28, 2026 it returned +13.4% with distributions reinvested. The prospectus expense ratio is 0.03% a year. By its holdings filed for Aug 31, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 2,372 positions, with the top ten at 33.7%.

Questions people ask

Which returned more over the last year, IGM or SCHB?
In the year to Oct 28, 2026, with distributions reinvested, IGM returned +21.7% and SCHB +13.4%.
Which is cheaper, IGM or SCHB?
SCHB is cheaper, by 0.34 percentage points a year. That is about $34 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IGM and SCHB overlap with the S&P 500?
By their latest filed holdings, 92% of IGM and 88% of SCHB by weight is stocks the S&P 500 already holds.
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ETFIQ, IGM against SCHB, data as of Oct 28, 2026. https://etfiq.com/compare/any/igm-vs-schb

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