Data as of Oct 28, 2026.

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IGM vs XLE: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IGM returned +21.7% to XLE's +61.2%; 0% 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 $45.2bn for State Street Energy Select Sector SPDR ETF.

At a glance
+21.7%
IGM total return, 1 year
+61.2%
XLE total return, 1 year
0.37%
IGM expense ratio
0.08%
XLE expense ratio

Pair scorecard

XLE costs 0.29 points a year less; their one-year returns differ by 39.5 points; XLE is 4.1 times larger.

IGM vs XLE: Differences, Returns & Fees
MeasureIGMXLE
Return
Total return, 1 year+21.7%+61.2%
Drawdown
Below its high6.2%, high on Oct 6, 2026
Benchmark
What it tracksS&P North American Expanded Technology Sector IndexEnergy Select Sector Index
Cost and size
Expense ratio0.37%0.08%
Net assets, as of Oct 27, 2026$11.0bn$45.2bn
Holdings
Holdings in common0%
Top ten holdings, share of the fund56.8%78.1%

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

What they share

0%

By the books each fund has filed, IGM and XLE hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

0 half 100%

half

0% in common

Positions both hold · largest shared weight first IGM XLE
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 XLE
EXXONMOBIL HOLDINGS CORP 23.98%
CHEVRON CORP 18.21%
CONOCOPHILLIPS 7.18%
MARATHON PETROLEUM CORP 4.67%
PHILLIPS 66 4.41%
VALERO ENERGY CORP 4.26%
WILLIAMS COS INC 4.22%
EOG RESOURCES INC 4.07%
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Side by side

IGM iShares Expanded Tech Sector ETF XLE State Street Energy Select Sector SPDR ETF
Where it sits Stock ETF Stock ETF
What it is Tracks an index of Expanded Tech Sector Tracks an index of Energy
Total return, 1 year +21.7% +61.2%
Expense ratio 0.37% 0.08%
Already in the S&P 500 91.9% 99.8%
Holdings 295 22
Net assets, as of Oct 27, 2026 $11.0bn $45.2bn

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

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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.

XLE

XLE tracks an index of Energy. Over the year to Oct 28, 2026 it returned +61.2% with distributions reinvested. The prospectus expense ratio is 0.08% 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 22 positions, with the top ten at 78.1%.

Questions people ask

Which returned more over the last year, IGM or XLE?
In the year to Oct 28, 2026, with distributions reinvested, IGM returned +21.7% and XLE +61.2%.
Which is cheaper, IGM or XLE?
XLE is cheaper, by 0.29 percentage points a year. That is about $29 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IGM and XLE overlap with the S&P 500?
By their latest filed holdings, 92% of IGM and 100% of XLE by weight is stocks the S&P 500 already holds.
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ETFIQ, IGM against XLE, data as of Oct 28, 2026. https://etfiq.com/compare/any/igm-vs-xle

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