Data as of Oct 28, 2026.
IGM vs SPHQ: Differences, Returns & Fees
Over the year to Oct 28, 2026, IGM returned +21.7% to SPHQ's +14.1%; 21% 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 $18.7bn for Invesco S&P 500 Quality ETF.
Pair scorecard
SPHQ costs 0.22 points a year less; their one-year returns differ by 7.6 points; SPHQ is 1.7 times larger.
| Measure | IGM | SPHQ |
|---|---|---|
| Return | ||
| Total return, 1 year | +21.7% | +14.1% |
| Drawdown | ||
| Below its high | 6.2%, high on Oct 6, 2026 | 6.4%, high on Jun 30, 2026 |
| Benchmark | ||
| What it tracks | S&P North American Expanded Technology Sector Index | S&P 500 Quality Index |
| Cost and size | ||
| Expense ratio | 0.37% | 0.15% |
| Net assets, as of Oct 27, 2026 | $11.0bn | $18.7bn |
| Holdings | ||
| Holdings in common | 21% | |
| Top ten holdings, share of the fund | 56.8% | 43.3% |
Holdings in common uses holdings dated Oct 27, 2026. Method
Risk and return
Dec 16, 2005 to Oct 23, 2026 · 1,088 weekly returnsIGM returned more: +2,054.4% to +599.2%. SPHQ swung less: 18.0% to 21.6%. IGM fell slightly less at its worst: −52.5% to −56.9%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | IGM | SPHQ | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +2,054.4% | +599.2% | IGM | Price change plus distributions, reinvested. |
| Annualized | +15.8% | +9.7% | IGM | Total return as a yearly rate. |
| Price return | +1,837.3% | +432.7% | IGM | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 21.6% | 18.0% | SPHQ | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 14.6% | 13.0% | SPHQ | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −52.5% | −56.9% | IGM (slight) | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.71 | 0.51 | IGM | Return above Treasury bills per unit of volatility. |
| Sortino | 1.04 | 0.70 | IGM | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.30 | 0.17 | IGM | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 1,088 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, IGM and SPHQ hold 21% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
21% in common
Only in one fund ↓
Side by side
IGM and SPHQ on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
IGM and SPHQ 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 SPHQ follows S&P 500 Quality Index.
- Holdings in common. 21% 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 SPHQ +14.1% with distributions reinvested, a gap of 7.6 points.
Data as of Oct 28, 2026.
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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.
SPHQ
SPHQ tracks the S&P 500 Quality. Over the year to Oct 28, 2026 it returned +14.1% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.15% 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 102 positions, with the top ten at 43.3%. It sat 6.4% below its high of Jun 30, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, IGM or SPHQ?
- In the year to Oct 28, 2026, with distributions reinvested, IGM returned +21.7% and SPHQ +14.1%.
- Which is cheaper, IGM or SPHQ?
- SPHQ 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.
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 SPHQ, data as of Oct 28, 2026. https://etfiq.com/compare/any/igm-vs-sphq
ETFIQ. (Oct 28, 2026). IGM against SPHQ. Retrieved from https://etfiq.com/compare/any/igm-vs-sphq
[IGM against SPHQ (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/igm-vs-sphq)
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