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iShares Expanded Tech Sector ETF (IGM)

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Upturn Advisory Summary
12/05/2025: IGM (5-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 84.67% | Avg. Invested days 77 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
Key Highlights
Volume (30-day avg) - | Beta 1.29 | 52 Weeks Range 76.22 - 111.80 | Updated Date 06/29/2025 |
52 Weeks Range 76.22 - 111.80 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Expanded Tech Sector ETF
ETF Overview
Overview
The iShares Expanded Tech Sector ETF (IGM) seeks to track the performance of an index composed of companies in the technology sector and other sectors that derive significant revenue from the technology sector. It offers diversified exposure to a broad range of technology-related companies.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is one of the world's largest asset managers with a strong reputation for reliability and a wide range of investment products. They have a long history of managing ETFs.
Management Expertise
BlackRock's ETF management teams are comprised of experienced professionals with deep expertise in index tracking, portfolio construction, and risk management, ensuring robust operational efficiency and adherence to index methodologies.
Investment Objective
Goal
To provide investors with exposure to the performance of companies involved in the technology sector and related industries that benefit from technological advancements.
Investment Approach and Strategy
Strategy: The ETF aims to track the S&P North American Expanded Technology Sector Index.
Composition The ETF primarily holds stocks of companies classified within the technology sector, as well as companies in other sectors that are heavily reliant on technology for their operations and revenue generation.
Market Position
Market Share: IGM holds a significant, though not dominant, market share within the technology sector ETF space, reflecting the broad appeal of technology investments.
Total Net Assets (AUM): 6200000000
Competitors
Key Competitors
- Technology Select Sector SPDR Fund (XLK)
- Vanguard Information Technology ETF (VGT)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
The technology sector ETF market is highly competitive, dominated by a few large players. IGM differentiates itself by its 'expanded' tech definition, which includes companies outside the traditional IT sector that have significant tech exposure. Its advantages include broad diversification within the tech ecosystem, while a potential disadvantage could be a less concentrated focus on pure-play tech companies compared to some specialized ETFs.
Financial Performance
Historical Performance: The ETF has demonstrated strong historical performance, generally aligning with the broader technology market's trends. Performance varies by period, reflecting market cycles and sector-specific dynamics. Examples: 1-Year: 20.5%, 3-Year (Annualized): 15.2%, 5-Year (Annualized): 18.9%
Benchmark Comparison: The ETF's performance closely tracks its benchmark index, the S&P North American Expanded Technology Sector Index, with minimal tracking difference.
Expense Ratio: 0.0035
Liquidity
Average Trading Volume
The ETF exhibits strong liquidity, with an average daily trading volume of several million shares, facilitating easy entry and exit for investors.
Bid-Ask Spread
The bid-ask spread for IGM is typically very tight, indicating high liquidity and low transaction costs for traders.
Market Dynamics
Market Environment Factors
The ETF is heavily influenced by factors such as interest rates, innovation cycles, consumer spending on technology, and regulatory changes affecting tech giants. The growth prospects of cloud computing, artificial intelligence, and cybersecurity are key drivers.
Growth Trajectory
IGM has seen consistent asset growth, driven by investor demand for technology exposure. Its strategy remains focused on broad tech inclusion, with minor adjustments to holdings based on index rebalancing and market capitalization changes.
Moat and Competitive Advantages
Competitive Edge
IGM's primary competitive edge lies in its 'expanded' definition of the technology sector, capturing a broader range of companies that benefit from technological advancements across various industries. This offers investors a more diversified approach to tech exposure. The ETF benefits from BlackRock's extensive operational infrastructure and brand recognition, ensuring reliable tracking and accessibility. Its inclusion of companies in communication services and consumer discretionary sectors that are tech-centric provides a unique value proposition compared to more narrowly focused tech ETFs.
Risk Analysis
Volatility
IGM exhibits moderate to high historical volatility, characteristic of technology sector investments, which are sensitive to market sentiment and economic shifts.
Market Risk
The ETF is subject to significant market risk due to its concentration in the technology sector. This includes risks associated with rapid technological obsolescence, competition, regulatory scrutiny, and potential economic downturns impacting discretionary spending on technology.
Investor Profile
Ideal Investor Profile
The ideal investor for IGM is one seeking broad exposure to the technology sector and related industries, believing in the long-term growth potential of technology. Investors should have a moderate to high risk tolerance.
Market Risk
IGM is best suited for long-term investors who are looking for a diversified and cost-effective way to invest in the technology landscape, rather than active traders seeking short-term gains.
Summary
The iShares Expanded Tech Sector ETF (IGM) offers diversified exposure to a broad definition of the technology sector. It aims to track the S&P North American Expanded Technology Sector Index, providing investors with access to companies driving technological innovation. While highly liquid and managed by a reputable issuer, IGM shares the inherent volatility and market risks associated with the technology sector. It is most suitable for long-term investors with a moderate to high risk tolerance seeking comprehensive tech exposure.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares official website
- Financial data aggregators (e.g., Yahoo Finance, Bloomberg, FactSet)
Disclaimers:
This information is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Expanded Tech Sector ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. A significant portion of the underlying index is represented by securities of companies in the technology industry or sector. It is non-diversified.

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