Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.
IGM vs XLF: how they differ
IGM and XLF hold 0% of their weight in the same names, and IGM returned more over the year.
iShares Expanded Tech Sector ETF and State Street(R) Financial Select Sector SPDR(R) ETF.
What they hold in common
By the books each fund has filed, IGM and XLF hold 0% of their money in the same securities at the same weight.
| Only in IGM | Only in XLF |
|---|---|
| MICROSOFT 10.11% | JPMORGAN CHASE + CO 11.81% |
| APPLE 9.14% | BERKSHIRE HATHAWAY INC CL B 11.59% |
| NVIDIA 8.89% | VISA INC CLASS A SHARES 7.60% |
| BROADCOM INC 7.42% | MASTERCARD INC A 5.69% |
| META PLATFORMS CLASS A 4.87% | BANK OF AMERICA CORP 5.09% |
| MICRON TECHNOLOGY 4.73% | GOLDMAN SACHS GROUP INC 3.75% |
| ALPHABET CLASS A 4.23% | WELLS FARGO + CO 3.41% |
| ADVANCED MICRO DEVICES 3.66% | MORGAN STANLEY 3.18% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Sep 10, 2026.
| IGM iShares Expanded Tech Sector ETF | XLF State Street(R) Financial Select Sector SPDR(R) ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | State Street |
| What it is | Expanded Tech Sector | Financials |
| Total return, 1 year | +32.7% | +7.6% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +15.2 pts | −9.9 pts |
| Expense ratio | 0.37% | 0.08% |
| Already in the S&P 500 | 92.0% | 100.0% |
| Holdings | 272 | 79 |
IGM in plain words
IGM is an index equity fund tracking the Expanded Tech Sector. Over the year to Sep 11, 2026 it returned +32.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.37% a year. By its holdings filed for Sep 10, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 272 positions, with the top ten at 58.6%. It sat 5.1% below its high of Jun 2, 2026 on Sep 11, 2026.
XLF in plain words
XLF is an index equity fund tracking the Financials. Over the year to Sep 11, 2026 it returned +7.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.08% a year. By its holdings filed for Sep 10, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 79 positions, with the top ten at 57.3%.
Questions people ask
- Which returned more over the last year, IGM or XLF?
- In the year to Sep 13, 2026, with distributions reinvested, IGM returned +32.7% and XLF returned +7.6%, so IGM returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IGM or XLF?
- IGM charges 0.37% a year and XLF charges 0.08%, so XLF is cheaper. Fees come from each fund's prospectus.
- How much do IGM and XLF overlap with the S&P 500?
- By their latest filed holdings, 92% of IGM and 100% of XLF by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.
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Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, IGM against XLF, data as of Sep 13, 2026. https://etfiq.com/compare/any/igm-vs-xlf Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources