Data as of Oct 28, 2026.

vsCompare their flowsaskIQ about these two fundsAsk the committee about these two funds
Across categories

IGM vs SPYM: Differences, Returns & Fees

Share
Share on XDownload as PDF

Over the year to Oct 28, 2026, IGM returned +21.7% to SPYM's +13.7%; 46% of their weight is in the same names.

askIQ about this page

askIQ about IGM and SPYM

Net assets on Oct 27, 2026: $11.0bn for iShares Expanded Tech Sector ETF and $185.0bn for State Street SPDR Portfolio S&P 500 ETF.

At a glance
+21.7%
IGM total return, 1 year
+13.7%
SPYM total return, 1 year
0.37%
IGM expense ratio
0.02%
SPYM expense ratio

Pair scorecard

SPYM costs 0.35 points a year less; their one-year returns differ by 8.0 points; SPYM is 16.8 times larger.

IGM vs SPYM: Differences, Returns & Fees
MeasureIGMSPYM
Return
Total return, 1 year+21.7%+13.7%
Drawdown
Below its high6.2%, high on Oct 6, 2026
Benchmark
What it tracksS&P North American Expanded Technology Sector IndexS&P 500 Index
Cost and size
Expense ratio0.37%0.02%
Net assets, as of Oct 27, 2026$11.0bn$185.0bn
Holdings
Holdings in common46%
Top ten holdings, share of the fund56.8%38.1%

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

Risk and return

Nov 25, 2005 to Oct 23, 2026 · 1,091 weekly returns
IGM SPYM
Return
Total return edge IGM +2,052.6% +793.5%
Annualized edge IGM +15.8% +11.0%
Price return edge IGM +1,835.7% +516.4%
Risk
Volatility edge SPYM 21.5% 17.2%
Max drawdown edge IGM (slight) −52.5% −53.9%
Risk-adjusted
Sharpe edge IGM 0.71 0.59
Sortino edge IGM 1.04 0.84
Calmar edge IGM 0.30 0.20
Reading

IGM returned more: +2,052.6% to +793.5%. SPYM swung less: 17.2% to 21.5%. IGM fell slightly less at its worst: −52.5% to −53.9%.

Full scorecard

9 measures, with how each is measured
Open ↓
Risk and return: IGM vs SPYM: Differences, Returns & Fees
MeasureIGMSPYMEdgeHow it is measured
Return
Total return+2,052.6%+793.5%IGMPrice change plus distributions, reinvested.
Annualized+15.8%+11.0%IGMTotal return as a yearly rate.
Price return+1,835.7%+516.4%IGMPrice change alone, distributions left out.
Risk
Volatility21.5%17.2%SPYMSpread of weekly returns, annualized. Lower is steadier.
Downside deviation14.6%12.1%SPYMLike volatility, counting only weeks below the Treasury bill rate.
Max drawdown−52.5%−53.9%IGM (slight)Deepest fall from a high to the low after it.
Risk-adjusted
Sharpe0.710.59IGMReturn above Treasury bills per unit of volatility.
Sortino1.040.84IGMReturn above Treasury bills per unit of downside deviation.
Calmar0.300.20IGMAnnualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 1,091 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

46%

By the books each fund has filed, IGM and SPYM hold 46% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

0 half 100%

half

46% in common

Positions both hold · largest shared weight first IGM SPYM
NVIDIA 8.28% 7.92%
APPLE 9.36% 7.61%
MICROSOFT 9.19% 5.92%
ALPHABET CLASS A 4.57% 2.83%
BROADCOM INC 7.07% 2.44%
ALPHABET CLASS C 3.66% 2.26%
META PLATFORMS CLASS A 4.27% 2.05%
MICRON TECHNOLOGY 4.07% 1.57%
ADVANCED MICRO DEVICES 4.16% 1.37%
INTEL CORPORATION 2.12% 0.70%
PALANTIR TECHNOLOGIES CLASS A 2.08% 0.69%
CISCO SYSTEMS INC 2.00% 0.66%
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 SPYM
AMAZON.COM INC 3.73%
TESLA INC 1.72%
ELI LILLY + CO 1.54%
BERKSHIRE HATHAWAY INC CL B 1.52%
JPMORGAN CHASE + CO 1.34%
EXXONMOBIL HOLDINGS CORP 1.11%
VISA INC CLASS A SHARES 1.03%
JOHNSON + JOHNSON 0.97%
Check overlap with more funds →

Side by side

IGM iShares Expanded Tech Sector ETF SPYM State Street SPDR Portfolio S&P 500 ETF
Where it sits Stock ETF Stock ETF
What it is Tracks an index of Expanded Tech Sector Tracks the S&P 500
Total return, 1 year +21.7% +13.7%
Its benchmark over the same days not measured +13.7% (IVV)
Gap to its benchmark not measured 0.0 pts vs IVV
Expense ratio 0.37% 0.02%
Already in the S&P 500 91.9% 99.8%
Holdings 295 506
Net assets, as of Oct 27, 2026 $11.0bn $185.0bn
Former ticker none SPLG

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

Client brief · page 1 of 2 Report BR-6B6D2B44B2

IGM and SPYM 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 SPYM follows S&P 500 Index.
  2. Holdings in common. 46% 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 SPYM +13.7% with distributions reinvested, a gap of 8.0 points.

Data as of Oct 28, 2026.

The two-page PDF for this pair is coming. Save the comparison to follow its changes. Free. It needs an email sign-in, once.

Your saved page · Privacy.

Alert

IGM and SPYM flows, by email on Sundays.

One-click unsubscribe. See Privacy.

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.

SPYM

SPYM tracks the S&P 500. Over the year to Oct 28, 2026 it returned +13.7% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.02% 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 506 positions, with the top ten at 38.1%.

Questions people ask

Which returned more over the last year, IGM or SPYM?
In the year to Oct 28, 2026, with distributions reinvested, IGM returned +21.7% and SPYM +13.7%.
Which is cheaper, IGM or SPYM?
SPYM is cheaper, by 0.35 percentage points a year. That is about $35 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IGM and SPYM overlap with the S&P 500?
By their latest filed holdings, 92% of IGM and 100% of SPYM by weight is stocks the S&P 500 already holds.
Other comparisons
Cite this pageCitation, APA and Markdown

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

Open data →

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