Data as of Oct 28, 2026.
IGM vs XLG: Differences, Returns & Fees
Over the year to Oct 28, 2026, IGM returned +21.7% to XLG's +6.4%; 55% 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 $11.9bn for Invesco S&P 500 Top 50 ETF.
Pair scorecard
XLG costs 0.17 points a year less; their one-year returns differ by 15.3 points; XLG is 1.1 times larger.
| Measure | IGM | XLG |
|---|---|---|
| Return | ||
| Total return, 1 year | +21.7% | +6.4% |
| Drawdown | ||
| Below its high | 6.2%, high on Oct 6, 2026 | |
| Benchmark | ||
| What it tracks | S&P North American Expanded Technology Sector Index | S&P 500 Top 50 Index |
| Cost and size | ||
| Expense ratio | 0.37% | 0.20% |
| Net assets, as of Oct 27, 2026 | $11.0bn | $11.9bn |
| Holdings | ||
| Holdings in common | 55% | |
| Top ten holdings, share of the fund | 56.8% | 60.3% |
Holdings in common uses holdings dated Oct 27, 2026. Method
Risk and return
May 20, 2005 to Oct 23, 2026 · 1,118 weekly returnsIGM returned more: +2,309.5% to +882.5%. XLG swung less: 17.0% to 21.4%. IGM and XLG fell about the same at their worst: −52.5% and −51.7%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | IGM | XLG | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +2,309.5% | +882.5% | IGM | Price change plus distributions, reinvested. |
| Annualized | +16.0% | +11.2% | IGM | Total return as a yearly rate. |
| Price return | +2,065.6% | +572.4% | IGM | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 21.4% | 17.0% | XLG | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 14.5% | 11.8% | XLG | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −52.5% | −51.7% | Tie | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.72 | 0.61 | IGM | Return above Treasury bills per unit of volatility. |
| Sortino | 1.06 | 0.87 | IGM | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.30 | 0.22 | IGM | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 1,118 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, IGM and XLG hold 55% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
55% in common
Only in one fund ↓
Side by side
IGM and XLG on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
IGM and XLG 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 XLG follows S&P 500 Top 50 Index.
- One-year total return. Over 1 year to Oct 28, 2026 IGM returned +21.7% and XLG +6.4% with distributions reinvested, a gap of 15.3 points.
- Number of holdings. IGM holds 295 positions and XLG holds 53.
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.
XLG
XLG tracks the S&P 500 top 50. Over the year to Oct 28, 2026 it returned +6.4% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.20% a year. By its holdings published by its issuer for Oct 27, 2026, 98% of the fund by weight is stocks the S&P 500 also holds, across 53 positions, with the top ten at 60.3%.
Questions people ask
- Which returned more over the last year, IGM or XLG?
- In the year to Oct 28, 2026, with distributions reinvested, IGM returned +21.7% and XLG +6.4%.
- Which is cheaper, IGM or XLG?
- XLG is cheaper, by 0.17 percentage points a year. That is about $17 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 XLG, data as of Oct 28, 2026. https://etfiq.com/compare/any/igm-vs-xlg
ETFIQ. (Oct 28, 2026). IGM against XLG. Retrieved from https://etfiq.com/compare/any/igm-vs-xlg
[IGM against XLG (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/igm-vs-xlg)
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