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

In the year to Oct 28, 2026, with distributions reinvested, IGM returned +21.7% and SDY +16.5%.

Which is cheaper, IGM or SDY?

SDY is cheaper, by 0.02 percentage points a year. That is about $2 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 92% of IGM and 84% of SDY by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IGM vs SDY: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IGM returned +21.7% to SDY's +16.5%; 5% 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 $21.9bn for State Street SPDR S&P Dividend ETF.

IGM on its own →SDY on its own →

At a glance

+21.7%

IGM total return, 1 year

+16.5%

SDY total return, 1 year

0.37%

IGM expense ratio

0.35%

SDY expense ratio

Pair scorecard

SDY costs 0.02 points a year less; their one-year returns differ by 5.2 points; SDY is 2.0 times larger.

IGM vs SDY: Differences, Returns & Fees
Measure	IGM	SDY
Return
Measure	IGM	SDY
Total return, 1 year	+21.7%	+16.5%
Drawdown
Measure	IGM	SDY
Below its high	6.2%, high on Oct 6, 2026
Benchmark
Measure	IGM	SDY
What it tracks	S&P North American Expanded Technology Sector Index	S&P High Yield Dividend Aristocrats Index
Cost and size
Measure	IGM	SDY
Expense ratio	0.37%	0.35%
Net assets, as of Oct 27, 2026	$11.0bn	$21.9bn
Holdings
Measure	IGM	SDY
Holdings in common	5%
Top ten holdings, share of the fund	56.8%	20.4%

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

What they share

By the books each fund has filed, IGM and SDY hold 5% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

5% in common

Positions both hold · largest shared weight first IGM SDY

INTERNATIONAL BUSINESS MACHINES CO 1.07% 1.24%

QUALCOMM 0.90% 0.89%

TEXAS INSTRUMENT 1.28% 0.85%

ACCENTURE PLC CLASS A 0.65% 3.73%

MICROSOFT 9.19% 0.56%

ANALOG DEVICES 0.94% 0.52%

MICROCHIP TECHNOLOGY INC 0.20% 0.80%

ROPER TECHNOLOGIES 0.20% 0.59%

BADGER METER 0.02% 0.21%

Only in one fund ↓

Only in IGM

APPLE 9.36%

NVIDIA 8.28%

BROADCOM INC 7.07%

ALPHABET CLASS A 4.57%

META PLATFORMS CLASS A 4.27%

ADVANCED MICRO DEVICES 4.16%

MICRON TECHNOLOGY 4.07%

ALPHABET CLASS C 3.66%

Only in SDY

VERIZON COMMUNICATIONS INC 2.81%

CHEVRON CORP 2.15%

REALTY INCOME CORP 1.94%

PEPSICO INC 1.82%

MEDTRONIC PLC 1.79%

TARGET CORP 1.59%

AUTOMATIC DATA PROCESSING 1.55%

KENVUE INC 1.55%

Check overlap with more funds →

Side by side

IGM iShares Expanded Tech Sector ETF SDY State Street SPDR S&P Dividend ETF

Where it sits Stock ETF Stock ETF

Issuer iShares State Street

What it is Tracks an index of Expanded Tech Sector Tracks the S&P Dividend

Total return, 1 year +21.7% +16.5%

Expense ratio 0.37% 0.35%

Already in the S&P 500 91.9% 84.4%

Holdings 295 156

Net assets, as of Oct 27, 2026 $11.0bn $21.9bn

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

Alert

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.

SDY

SDY tracks the S&P Dividend. Over the year to Oct 28, 2026 it returned +16.5% with distributions reinvested. The prospectus expense ratio is 0.35% a year. By its holdings published by its issuer for Oct 27, 2026, 84% of the fund by weight is stocks the S&P 500 also holds, across 156 positions, with the top ten at 20.4%.

Questions people ask

Which returned more over the last year, IGM or SDY?: In the year to Oct 28, 2026, with distributions reinvested, IGM returned +21.7% and SDY +16.5%.
Which is cheaper, IGM or SDY?: SDY is cheaper, by 0.02 percentage points a year. That is about $2 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IGM and SDY overlap with the S&P 500?: By their latest filed holdings, 92% of IGM and 84% of SDY by weight is stocks the S&P 500 already holds.

Other comparisons

IGM vs RSP IGM vs NOBL IGM vs VOE COWZ vs IGM IYW vs SDY SDY vs XLK SDY vs VGT FTEC vs SDY

Where to next

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

Sources and dates

IGM filings on SEC EDGAR ↗

IGM prospectus with the expense ratio (SEC) ↗

iShares page for IGM ↗

SDY filings on SEC EDGAR ↗

SDY prospectus with the expense ratio (SEC) ↗

State Street 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.

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

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