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

In the year to Oct 28, 2026, with distributions reinvested, IGM returned +21.7% and VOE +22.8%.

Which is cheaper, IGM or VOE?

VOE is cheaper, by 0.32 percentage points a year. That is about $32 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 92% of IGM and 96% of VOE by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IGM vs VOE: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IGM returned +21.7% to VOE's +22.8%; 2% 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 $22.8bn on Sep 30, 2026 for Vanguard Morningstar Mid-Cap Value ETF.

IGM on its own →VOE on its own →

At a glance

+21.7%

IGM total return, 1 year

+22.8%

VOE total return, 1 year

0.37%

IGM expense ratio

0.05%

VOE expense ratio

Pair scorecard

VOE costs 0.32 points a year less; their one-year returns differ by 1.1 points; VOE is 2.0 times larger.

IGM vs VOE: Differences, Returns & Fees
Measure	IGM	VOE
Return
Measure	IGM	VOE
Total return, 1 year	+21.7%	+22.8%
Drawdown
Measure	IGM	VOE
Below its high	6.2%, high on Oct 6, 2026
Benchmark
Measure	IGM	VOE
What it tracks	S&P North American Expanded Technology Sector Index	Morningstar US Mid Cap Value Index
Cost and size
Measure	IGM	VOE
Expense ratio	0.37%	0.05%
Net assets, as of Sep 30, 2026	$11.4bn	$22.8bn
Holdings
Measure	IGM	VOE
Holdings in common	2%
Top ten holdings, share of the fund	56.8%	14.0%

Holdings in common uses holdings dated Sep 30, 2026 and Oct 27, 2026. Method

What they share

By the books each fund has filed, IGM and VOE hold 2% of their money in the same securities at the same weight. Holdings dated Sep 30, 2026 and Oct 27, 2026.

50%

0 half 100%

half

2% in common

Positions both hold · largest shared weight first IGM VOE

HEWLETT PACKARD ENTERPRISE 0.37% 1.37%

TE CONNECTIVITY PLC 0.30% 1.04%

KEYSIGHT TECHNOLOGIES 0.26% 0.53%

STRATEGY INC CLASS A 0.23% 0.95%

NETAPP INC 0.20% 0.70%

ROPER TECHNOLOGIES 0.20% 0.59%

COGNIZANT TECHNOLOGY SOLUTIONS CLA 0.14% 0.44%

HP INC 0.14% 0.48%

ON SEMICONDUCTOR CORP 0.14% 0.25%

ZOOM COMMUNICATIONS CLASS A 0.12% 0.41%

QNITY ELECTRONICS 0.11% 0.11%

Only in one fund ↓

Only in IGM

APPLE 9.36%

MICROSOFT 9.19%

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%

Only in VOE

Valero Energy Corp 1.90%

Marathon Petroleum Corp 1.89%

Phillips 66 1.73%

Warner Bros Discovery Inc 1.25%

SLB Ltd 1.23%

Target Corp 1.21%

Cummins Inc 1.21%

General Motors Co 1.15%

Check overlap with more funds →

Side by side

IGM iShares Expanded Tech Sector ETF VOE Vanguard Morningstar Mid-Cap Value ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Vanguard

What it is Tracks an index of Expanded Tech Sector Tracks an index of Mid-Cap Value

Total return, 1 year +21.7% +22.8%

Expense ratio 0.37% 0.05%

Already in the S&P 500 91.9% 96.0%

Holdings 295 169

Net assets, IGM as of Oct 27, 2026 and VOE as of Sep 30, 2026 $11.0bn $22.8bn

IGM and VOE 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.

VOE

VOE tracks an index of Mid-Cap Value. Over the year to Oct 28, 2026 it returned +22.8% with distributions reinvested. The prospectus expense ratio is 0.05% a year. By its holdings published by its issuer as of Sep 30, 2026, 96% of the fund by weight is stocks the S&P 500 also holds, across 169 positions, with the top ten at 14.0%.

Questions people ask

Which returned more over the last year, IGM or VOE?: In the year to Oct 28, 2026, with distributions reinvested, IGM returned +21.7% and VOE +22.8%.
Which is cheaper, IGM or VOE?: VOE is cheaper, by 0.32 percentage points a year. That is about $32 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IGM and VOE overlap with the S&P 500?: By their latest filed holdings, 92% of IGM and 96% of VOE by weight is stocks the S&P 500 already holds.

Other comparisons

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

Where to next

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

Sources and dates

IGM filings on SEC EDGAR ↗

IGM prospectus with the expense ratio (SEC) ↗

iShares page for IGM ↗

VOE filings on SEC EDGAR ↗

VOE prospectus with the expense ratio (SEC) ↗

Vanguard page for VOE ↗

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 VOE, data as of Oct 28, 2026. https://etfiq.com/compare/any/igm-vs-voe

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